Relationship Manager, Priority Banking

Standard Chartered Bank Kenya Limited is a long-established financial institution, founded in 1911, operating in the banking and financial services sector.

The Relationship Manager for Priority Banking is tasked with fostering robust client relationships to significantly contribute to the bank's revenue and growth objectives. This includes increasing client portfolios, expanding product usage per client, boosting overall client numbers, and enhancing revenue generation while effectively managing costs. The role also emphasizes delivering exceptional service, ensuring operational excellence, and maintaining strict compliance with banking standards.

1. Methodically engage with clients, possessing comprehensive knowledge of their profiles and assets.
2. Utilize analytics to inform client conversations and engage through digital channels like calls, virtual meetings, webinars, and email.
3. Promote individual banking products such as personal loans, current and savings accounts, and wealth products.
4. Develop detailed account plans for a significant portion of the client base and conduct virtual meetings for advisory needs quarterly.
5. Connect clients with specialist services and facilitate periodic CDD reviews.
6. Refer most servicing activities to the Client Service Manager.
7. Acquire new clients through referrals, including business owners and C-level executives with advanced needs.
8. Clearly explain propositions and requirements, then meet, deep sell, and provide initial training for online services, ATMs, and the Client Centre.
9. Acquire new-to-bank clients and grow existing clients to meet Assets Under Management (AUM) qualifications (KES 4M and above).
10. Refer international banking clients and increase wealth penetration per customer.
11. Grow both deposits and assets while ensuring an exemplary client experience.
12. Ensure all product solutions are processed through the correct channels and adhere to Turn Around Time (TAT) standards.
13. Identify, assess, monitor, control, and mitigate risks to the Group, understanding the main risks and the individual's role in managing them.
14. Interpret the Group’s financial information to identify key issues and implement appropriate controls.
15. Remain vigilant against money laundering, adhering to principles of customer identification, knowledge, suspicion reporting, record safeguarding, and non-disclosure.
16. Assess the effectiveness of the Group’s governance, oversight, and control arrangements, overseeing necessary changes.
17. Understand the regulatory framework and requirements relevant to the role.
18. Deliver effective governance, challenge executives, and cooperate openly with local regulators.
19. Display exemplary conduct, live by group values, and embed high standards of ethics and regulatory compliance.
20. Proactively identify, escalate, mitigate, and resolve risk, conduct, and compliance matters collaboratively.

1. Possess multi-product knowledge.
2. Have strong market and competition knowledge.
3. Demonstrate soft skills tailored for engaging affluent clients.
4. Excellent communication and presentation skills.
5. Proficiency in negotiation and objection handling.
6. Strong problem-solving skills.
7. CISI Level 1 certification.
8. Bancassurance Certification.
9. Bachelor's Degree.
10. Minimum of 2 years of experience.