Role overview
What you'll be stepping into
Description
Pearl Bank Uganda is the new name for the government-owned PostBank Uganda, which is rebranding to enhance its appeal to partners and customers while strengthening
KEY RESPONSIBILITIES /KEY DELIVERABLES
High Net worth Individuals (HNI) acquisition & relationship management § Develop and execute a comprehensive HNI Banking strategy aligned with the Bank’s Retail Banking Strategy. § Lead the acquisition of high-value clients through leveraging networks, partnerships, and referrals. § Oversee relationship management standards and client engagement models to ensure customer satisfaction. § Ensure delivery of personalized, high-quality advisory services which address the needs of the target market. § Maintain direct relationships with key strategic clients. § Build and manage relationships with corporates, institutions, and organizations in a bid to grow the portfolio. § Design workplace propositions that are customer focused. Performance § Drive growth in Assets Under Management (AUM) and liabilities (deposits, investments) for the Bank’s High Net Worth and Workplace Banking segment. § Monitor performance of the segments in terms of profitability and optimize portfolio performance to deliver on set targets. § Collaborate with the Products team to refine and deliver competitive solutions for customers under the HNI & workplace banking segments. Risk Compliance and Governance § Ensure robust Know Your Customer (KYC), Anti-Money Laundering (AML), and Counter-Terrorism Financing (CTF) standards are maintained for all HNI clients. § Oversee Enhanced Due Diligence (EDD) for high-risk and Politically Exposed Persons (PEPs) within the HNI portfolio. § Ensure strict confidentiality and protection of HNI client information in line with data privacy laws and bank policy. § Maintain high standards of security and discretion in handling client financial information.
QUALIFICATIONS, EXPERIENCE AND COMPETENCIES REQUIRED §
A bachelor’s degree in a business course or any related degree. § A professional certificate/Masters degree is an added advantage. § A minimum of Eight (8) years’ experience in sales with a proven track record to deliver results of which five (5) should have been at a senior management level. § Proven expertise in high-net-worth client relationship management, sales strategy development, and financial analysis is critical.
How to apply