Job Profile | GISI-CERTIFIED RELATIONSHIP MANAGER
Accra (Head Office) | Permanent
Banking & Finance
Job Purpose & Summary:
The successful candidate will report to the Branch Manager and help Databank achieve its AUM and client acquisition targets across all the business lines by driving growth in deposits and mandates, maintaining and developing client relationships and developing innovative solutions for existing clients and pursue new clientele opportunities.
Duties and Responsibilities:
Client Acquisition and Development
- Identify potential clients through networking and market research
- Conduct in-depth client meetings to understand their financial goals, risk tolerance, and investment objectives
- Develop customized investment strategies aligned with client needs and present compelling proposals
- Onboard new clients and ensure smooth account opening process
Relationship Management
- Regularly engage with clients to provide ongoing portfolio updates, market insights and financial advice
- Proactively address client concerns and resolve issues promptly
- Foster strong rapport and build trust with clients to maintain long-term relationships
Cross-selling and Business Development
- Identify opportunities to cross-sell the Firm’s diverse range of products and services
- Actively seek new business leads by leveraging existing client relationships and referral networks
- Participate in marketing initiatives and client events and outreach programs to promote the Firm’s brand and offerings
Compliance and Risk Management
- Strictly adhere to all regulatory requirements related to client onboarding, Know Your Customer (KYC) and Anti-Money Laundering (AML) procedures
- Monitor client activity for potential risk issues and report any concerns to relevant compliance teams
- Stay updated on regulatory changes and ensure all business practices align with the latest legal and compliance standards.
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