Relationship Manager Custody Services
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