Job Title: Premier Relationship Manager
Organisation: Barclays Bank UK
Duty Station: Kampala, Uganda
Reports to: Anti-Money Laundering Manager
About Barclays
UK:
UK:
Barclays is a
British multinational banking and financial services company headquartered in
London. It is a universal bank with operations in retail, wholesale and
investment banking, as w
British multinational banking and financial services company headquartered in
London. It is a universal bank with operations in retail, wholesale and
investment banking, as w
ell as wealth management, mortgage lending and credit
cards. It has operations in over 50 countries and territories and has around 48
million customers. As of 31 December 2011, Barclays had total assets of US$2.42
trillion, the seventh-largest of any bank worldwide.
Job Summary: The Barclays Premier Relationship Manager
will develop and grow relationships with Barclays Premier customers, and
growing the customer base through targeted sales efforts and the delivery of
impeccable service.
will develop and grow relationships with Barclays Premier customers, and
growing the customer base through targeted sales efforts and the delivery of
impeccable service.
Key Duties and
Responsibilities:
Responsibilities:
1.
Relationship Building: 25%
Relationship Building: 25%
- Manage
and grow existing banking relationship with top 40 customers in the
Premier proposition to increase BBU share of wallet. - Establish
new banking relationships with high net worth customers who may include
senior management of different corporate companies, local political
figures and well-known business people. - When
interacting with customers, identify potential opportunities to present
the bank’s Premier Life offering and ensure that leads are passed on to
the Premier Life team. - Continuously
monitor the utilization of credit facilities and investment avenues.
Identify and resolve under-utilization by contacting customers to
determine the reasons and escalating issues if any. - Carry
out regular customer visits in order to build long-term relationships.
2. Sales:
45%
45%
- Achieve
agreed sales targets for new accounts, assets and liabilities, through a
proactive calling programme to a base of up to 250 clients. - Conduct
a detailed needs analysis for all existing and potential customers to
determine their products needs. The product suite includes all Premier
life products in addition
to offshore banking and investments. - Create
customer proposals based on the needs analysis and follow through the
sales process. - Carry
out financial planning for customers in order to play a pro-active role in
increasing their wealth. - Manage
own calling programme, including identifying names to call on in a
particular month and setting up the meetings. - On a
monthly basis, compile a report on the calling programme for the month and
personal sales progress against the targets as agreed. Present the report
to the Head of Premier banking
3. Customer
Service: 15%
Service: 15%
- Actively
monitor operational delivery of customer requirements, summarise systemic
failures and raise to the Head of Premier banking for further follow-up at
CMC level where necessary. - Log and
create written responses to customer complaints. - Obtain summaries
of complaints and complaint trend analysis from the Service Manager on a
monthly basis. Follow up with selected customers to determine if their
complaints were handled satisfactorily.
4. Rigour
and Risk Requirements: 15%
and Risk Requirements: 15%
- Perform
regular risk analysis on the portfolio of customers including financial
statements and their current product set held with Barclays Bank. - Send
proposals to Retail Risk for new loan applications including motivating
interest rates based on the risk profile at the time. - Check
and signoff each new account application, loan document, Barclaycard
application and bank account mandate change. Premier Relationship Managers
are held personally accountable for accuracy and quality of these and
supporting documents that they complete and submit. - Follow
the Retail end to end account opening ensuring new accounts are authorised
and KYC compliant. Escalate any items that exceed the agreed service level
time lines or where there are unresolved KYC requirements, to management
in Operations. - Comply
with general Barclays operational risk & rigour requirements e.g.
Health & Safety standards and security of premises, KYC and anti-money
laundering regulations.
Qualifications,
Skills and Experience:
Skills and Experience:
- The
applicants should preferably hold a Finance related degree - A
minimum of three or more years’ experience as an account manager in a
large financial institution - Detailed
working knowledge of the full Barclays Retail product set, including
international banking. - Good
knowledge and understanding of Barclays Retail strategy, operating
structure and interface with other functions - Good
understanding of Risk and Credit policies and procedures - Detailed
working knowledge of KYC and AML requirements and processes - An
understanding of people policies and procedures - Up to
date knowledge of competitor and market activity in local area - Proven
networking and social skills - Excellent
coaching and training skills - Business
Management/Financial Management - Proven
sales ability - Excellent
negotiation and influencing skills - Excellent
communication skills – written, oral and presentation - Good
time management skills - Excellent
planning & organization skills - Good PC
skills - Good
numeric & analytical skills - Proven
team working skills - Fraud
prevention skills - Excellent
listening skills
How to Apply:
If you feel
challenged by any of the above positions, and believe you can deliver on key
deliverables as outlined above, upload your application letter, current
curriculum vitae and photocopies of academic certificate to our recruitment
website detail below:
challenged by any of the above positions, and believe you can deliver on key
deliverables as outlined above, upload your application letter, current
curriculum vitae and photocopies of academic certificate to our recruitment
website detail below: