LIABILITIES & INVESTMENTS PORTFOLIO MANAGER

JOB PURPOSE
To monitor the respective Liabilities & Investments portfolio and conduct comparative market analysis to maintain and enhance the bank’s competitive advantage in the market.

Job Description
Business Development
1. Identify new market opportunities through analysing the Liabilities & Investments Business portfolio and propose new product, services or programs to better fit and meet customer’s needs.
2. Analyse distribution channels employees’ performance to enhance Liabilities & Investments product sourcing quality and concentration ratios.
3. Monitor Liabilities & Investments products’ P&L closely & develop detailed understanding of individual revenue lines, provisioning and loss recognition logic, direct expense booking and indirect expense allocation to ensure the products’ effective performance according to the set budget.
4. Conduct daily, weekly and monthly reports covering all aspects of the Liabilities & Investments Business performance to ensure that various divisions are on the same track
5. Work closely with IT on Liabilities & Investments business related projects and ensure that implementation in alignment with business requirements to ensure data infrastructure and data maintenance produce solid reliable databases.
Reporting & Follow up
6. Develop the Liabilities & Investments Business database ensuring they are sufficient enough to help analyse market and the bank’s performance.
7. Monitor and regulate the production ad-hoc analysis to be used in management decision making.
8. Analyse Liabilities & Investments sales performance & execute contests and motivational schemes for sales staff with the aim of increasing sales and ensuring set targets are met.
Day- to-day operations
9. Follow all relevant department policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner
Policies, Processes and Procedures
10. Follow all relevant department policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner
Compliance
11. Comply with all relevant CBE regulations, banking laws, AML regulations and internal CIB policies and code of conduct in order to maintain CIB’s sound legal position and mitigate any potential risks