Associate, Treasury Specialist, CMPS, Wealth Management at Standard Chartered Bank Kenya

Job Description

Job Summary

To support the initiative of Capital Maerkets Products and Soultions (CMPS) towards furtherance of the Wealth Management strategies focusing on the SME segment.  

To support the unit in overall business development and drive the business strategy in attaining the financial targets.  

Key Responsibilities

• To support SME clients for fulfilment of CMPS product requirements.
• To help Treasury Sales team develop a robust and loyal core CMPS customer base by building relationships with key decision-makers to grow business.  
• To support SME segment in promoting cross-sell of CMPS products FX, Fixed Income and Wealth Lending by working with segmental product managers on announcing various campaigns, incentives structures, training support.
• To contribute and provide inputs in new product development tailor made for retail banking. 
• Provide market and product updates and review and provide financial solutions to our clients over virtual calls/face to face engagements and presentations.
• Provide portfolio analysis and liaise with clients together with the relationship team on portfolio performance and seek opportunity to cross-sell and deepen wallet share.
• Be capable of addressing multi-asset class and different product requirements.
• Increase focus on New to Product and New to Investment for the SME segment.
• Responsible for driving the performance & productivity of SME Fixed Income and FX products.

Skills and Experience

• Knowledge of Market, Products and Processes
• Relationship Management and Client Pitching
• Regulatory Framework and Requirements
• Business Partnering
• Application and PC Skills
• Strong knowledge of movements in Foreign Exchange and bond markets
• Ability to work quickly and accurately under pressure
• Must be an effective communicator and presentable
• Good analytical Skills
• Overall understanding of the Wealth products and solutions

Motivations

• Finding creative ways to unlock new revenue opportunities within existing portfolios.
• Navigating complex client situations involving investments, protection, lending, and wealth planning. 
• Balancing commercial objectives with regulatory, conduct, and suitability requirements. 

Qualifications

• Holds a minimum University Degree
• CISI/ACI certifications are an added advantage
• English