Main Duties & Responsibilities 

• Source, expand and retain existing client relationships so as to increase market share and profitability.

• Ensure financial and business growth targets assigned are achieved.

• Ensure customer satisfaction, retention, and identification of repeat and new business opportunities.

• Responsible for managing existing portfolio of clients through continuous reviews and identification of client needs.

• Provide service to customers with regard to account information, and queries raised.

• Facilitate problem resolution with specialized units.

• Contract review and negotiation with current and potential clients.

• Source and prepare tenders / presentations for potential business opportunities.

• Ensures all client KYC/AML documentation is up to date.

• Identify and manage the risks associated with custody services business. 
• Provide a service focused, knowledgeable and experienced point of contact for new and existing clients.
• Attend Client meetings, Annual General Meetings, new business pitches and make presentations as appropriate.
• Work closely with the Client investment committees and Fund secretaries so as to bolster good working relationship.
• Ensure that all Custody Reports are submitted to clients as per SLA timelines. 
• Responsibility for resolution of audit matters for custody services clients. 
• Ensure billing and collection of revenue for custody services rendered

Maintain high level integrity and ethical standards – Uphold highest levels of integrity and ethical standards.

Experience and Education

• University Degree from a recognized institution.

• Capital Markets Program Certification, at least CISI -1

• Five (5) years’ banking experience in the financial/banking sector, three (3) of which should be in Relationship Management in Investment/Custodial Services.

• Excellent banking operations skills 

• Excellent problem-solving skills.

• Excellent emotional intelligence skills 

• Strong persuasion, management, and communication skills

• Strong organizational skills 

• Excellent stakeholder management skills

• Creative approach, with the ability to anticipate challenges and develop innovative solutions