Stanchart Bank Jobs. Portfolio Management | News24Media

Stanchart Bank Jobs. Portfolio Management

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Career Point Kenya News24Media 0

Portfolio Management Officer, Priority Banking Job at Standard Chartered Bank, Kenya
Job ID:512393

The role holder will be responsible for leads generation, capacity optimisation and portfolio management for the Priority Banking Segment.

Portfolio Management Job Key Roles and Responsibilities

Portfolio Management

  • Coordinate allocated Priority Portfolios to RMs as per agreed portfolio allocation structure
  • Analyze ETB Priority portfolio with supporting data from SBA – Assets, Liabilities, Footings, Wealth/ FX needs and PPC and identify opportunities within each portfolio to respective RM and engage clients through regular communication on SMS and Email
  • Review contact and account plans to drive relationship deepening
  • Monitor and manage RM’s portfolio rebalancing and right sizing
  • Monitor monthly PPC and share reports with line manager
  • Monitor overdrawn accounts and communicate to clients for funding
  • Send introductory , change of RM, interim letters to clients

Leads generation

  • Coordinate leads generation for acquiring and deepening clients for the segment leading to NTB and ETB affluent clients and co-ordinate consistent execution
  • Ensure efficient handling of client led requests from online and above the line campaigns
  • Develop effective approaches to ensure successful activation of new to bank clients

Capacity Optimization

  • Liaise with client acquisition and relationships to plan and execute effective channel utilization such as specialists, digital channels and contact centers
  • Ensure portfolio right sizing and all Priority accounts are RM managed

Qualifications and Skills for Portfolio Management Job

  • Strong people management, analytical, communication, presentation and organisational skills.
  • The ability to make good business decisions is critical to assessing risk.
  • Knowledge of bank operations.
  • Knowledge of the general banking environment.

Click here to apply

Source: Career Point Kenya

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