BANK OF AFRICA UGANDA
Position Function
Drive the Bank’s custodial and investor service business to achieve and exceed Business goals through a dynamic business growth strategy and vigilant Relationship Management that is aligned with the overall Bank’s Mission.
Key Responsibilities
Recruit, nurture and sustain new pension and investor relationships that have a potential to grow and provide superior returns and contribute towards liabilities growth.
Ensure active pipeline management of custodial and investor services through continuous flow of new business with the objective of meeting agreed business growth objectives across all product ranges and clients’ segments.
Drive a culture of great service and quality relationship management of Custodial and Investor Services customers, whilst continuously reviewing existing client wallets with an eye to optimizing the Bank’s revenue through selling/promoting appropriate product solutions.
Negotiate and structure business transactions through the sales process with the aim of attaining value for the client, while protecting the interests of the Bank by identifying and reporting risks that may result out of transactions or relationships for mitigation.
Ensure inter-departmental collaborations while working with other stakeholders including Custodial Operations to implement timely custodial services transactions and client requests, and drive turn-around time to meet the Bank’s promise to customers.
Monitor the market and industry trends, and competitor behaviour to gather business intelligence to advise and shape management decision on custodial and investor services.
Develop and maintain well documented reports/visits/contracts with all the Bank’s relationships, management and other units
Optimizing all cross-selling opportunities and providing comprehensive investment advice to clients on all services they seek to enjoy with the Bank and facilitating them to access such solutions.
Prepare regular reports to provide management with key information about the allocated portfolio from time to time.
Required Qualifications and skills
Education: Bachelor’s degree in Business, Finance, Investments, Banking or a related field. Professional or post-graduate qualifications in Finance or Investments or related fields are added advantage.
Experience: 8 years’ experience in Custodial or Investor Services experience with an end to end understanding of Custodial operations and Business Development.
Technical Skills: Strong track record in Direct Selling, Sales Management, and Relationship Management, Grasp of the Bank’s Policies, Processes and Procedures relating to Business, Operations, and good interpretation of the pension industry and national economic trends, Knowledge of the Bank’s business model, its strategy and all of its products and services, Knowledge of the pension sector and investment options available for customers.
Application deadline: 21 May 2025
