Relationship Manager-High Net-worth Individuals

I&M Bank Uganda is a commercial bank headquartered in Kampala Road plot 6/6A with a growing regional presence.  The Bank offers a wide range of commercial banking and financial products and services, and prides itself on introducing innovative products and services based on the needs of its customers. We are seeking to recruit a competent and highly motivated individual with extensive experience and abilities to support business growth in the following position::

Job Title :  Relationship Manager-High Net-worth Individuals (HNI).

Reports to :  Manager High Net-worth Individuals (HNI).

Department: Products & Channels.

Job Summary: To market the Bank’s products and manage Private Banking client relationships through pro-active and consultative approaches with the aim  of acquiring profitable new Banking liability business through the creation, development and maintenance of high quality customer advisory relationships,  customer loyalty programmes in the HNI towards the realization of the bank’s mission and vision.

Major Job Duties & Responsibilities:

• Generate new business to achieve defined sales targets in liabilities and assets to grow market share in line with the banks strategic direction.
• Analyze and monitor market trends, Interpret customer requests and provide integrated product solutions to particular customer needs in line with the bank’s policies and procedures and make appropriate recommendations for banks product development.
• Plan, Review, formulate and implement strategies necessary to acquire and sustain accounts in the HNI sector of the market.
• Review and maintain a comprehensive database of existing relationships/prospects and establish mechanism for maintain existing customers.
• Evaluate banks products on a regular basis and make recommendation on the necessary improvements required for the bank to remain competitive in the market as per the banks strategic plan
• Cross- sell and market bank’s products in all sectors in line with the defined Private Banking segment, set targets and bank’s strategic objectives and refer non-Private Banking clients to appropriate segments.
• Review applications for credit facility (in line with the Bank’s policy) and make appropriate recommendations/decisions
• Manage assigned portfolio and monitor the quality of existing  relationships on a continuous basis.
• Review, analyse and screen applications for credit based on the Bank’s credit risk procedures.
• Initiate and carry out recovery action on non-performing credit facilities on assigned accounts.
• Participate in the Private Banking and other team meetings.

Minimum Education Qualification: First degree (graded degree)  in any field or its equivalent from a recognized University

Work Experience: A minimum of 5 years relevant work experience preferably in a banking industry and with 2 years of experience with affluent clients

Required Competencies (Knowledge, Skills & Abilities):

• Knowledge of banking operations, policies and procedures.
• In-depth knowledge of the bank’s products and services.
• Relationship management & marketing/networking skills.
• Professional disposition & Result orientation
• Strong work ethic with high levels of analytical thinking
• Problem solving skills
• Report writing, Negotiations & Communication skills
• Attention to detail with the ability to multi-task

Note: Deadline for this job posting is 20th September 2022 at 5:00pm  and Only shortlisted candidates will be contacted

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