Job Description

Our company is a Non-Bank Financial Institution (NBFI) and a subsidiary of a multinational company. The Company has vacancies for highly motivated individuals with high integrity and a passion to succeed for hiring as: High Net worth Relationship Manager

• Reports To: Deposits and Operations Manager
• Location – Head Office, Accra, Kumasi and Takoradi

Purpose of the Job
Responsible for growing and managing deposits from high net worth customers

Key Accountabilities
Sales

• Keep and maintain a healthy pipeline of potential fixed deposit investors at all times
• Acquire new customers for fixed deposit investments
• Mobilize investment from high net worth customers as indicated in KPIs

Relationship Management

• Liaise with branch manager and the head office to ensure that client instructions are duly effected without delays
• Generate new accounts through referrals from existing customers

KYC

• Ensure that all KYC requirements and documents are accurate and adequate for all fixed deposit investors
• Use customer information proactively in the prevention of fraud and scams

Administrative

• Enter, maintain and update customer records in the core banking application.
• Responsible for the safe keeping, filling and retrieval of all hard copy documents of customers.
• Keep adequate records of cheques/payments submitted by customers for investment.
• Bank all cheques submitted by customers in the accounts of Bayport financial services.

Required Skills or Experience

• Experience with CRM system.
• Ability to work independently and as a part of a strong, results-oriented team.
• A strong network of referral sources
• Formal Education and Certification
• HND/Bachelor’s degree in marketing, business or other related field or three years’ working experience in relationship building/business development.

Knowledge, Skills required for this Role

• Experience with CRM system.
• Ability to work independently and as a part of a strong, results-oriented team.
• A strong network of referral sources