The Role
Acquire and manage high-net-worth individuals, corporate entities, and retail banking clients. Build trusted relationships, assess financial needs, recommend suitable banking and investment solutions, onboard clients, service accounts, manage investment portfolios, identify growth opportunities, and develop presentations for prospective customers.
Summary Generated by Built In
- Aquisition and management of HNIs and corporate entities
- Acquire new retail clients through developing professional relationships based on trust, empathy, credibility and ethical conduct.Advise retail clients on their personal financial needs and objectives by analysing their financial needs and objectives, recommend suitable in-house 'off the shelf' financial solutions, and execute clients' instructions on their banking and financial transactions.
- Perform acceptance checks and on-boarding of retail clients in accordance with established policies and procedures.
- Perform ongoing servicing of retail client accounts and identify any potential opportunities for extending basic banking services.
- Managing clients' investment portfolios to ensure financial success
- Discussing major financial goals of clients to better understand their objectives
- Updating clients and customers on their portfolio activity and success
- Maintaining strong relationships with clients to build trust
- Proactively seeking new clients for the bank
- Developing presentations for new clients to help them understand how the bank can help them
Requirements
B.s/HND in any field with at least 2 years of experience as a Relationship Manager in the Banking Sector
Skills Required
- Bachelor of Science or Higher National Diploma in any field
- At least 2 years of experience as a Relationship Manager in the banking sector
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The Company
What We Do
ACR Global, the brand name of Afconrecruit Ltd, is a consulting firm that helps African businesses grow through business ecosystems, organizational structures, recruitment, outsourcing, and team-performance optimization. It connects African organizations with international markets and opportunities, while supporting franchise expansion, mergers, acquisitions, talent development, and trade. The company began as a recruitment firm and has evolved into a broader African economic-development and business-growth partner.
