Job Title: Premier Relationship Manager
Organisation: Barclays
Bank UK
Bank UK
Duty Station: Kampala,
Uganda
Uganda
Reports to: Anti-Money
Laundering Manager
Laundering Manager
About Barclays 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 well 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.
multinational banking and financial services company headquartered in London.
It is a universal bank with operations in retail, wholesale and investment
banking, as well 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.
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.
Key Duties and Responsibilities:
1. 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%
- 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%
- 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%
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:
- 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:
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:
Barclays is an equal
opportunity employer that recruits, develops and promotes people on merit, and
rewards outstanding performance, regardless of background and gender.
opportunity employer that recruits, develops and promotes people on merit, and
rewards outstanding performance, regardless of background and gender.
Deadline: 26th
January, 2015
January, 2015
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