Associate, Treasury Specialist, CMPS, Wealth Management

Company Details

Rating: No ratings yet log in to rate this company
Industry: Banking
Description: Standard Chartered Kenya, whose official name is Standard Chartered Bank Kenya Limited, but is sometimes referred to as Stanchart Kenya, is a commercial bank in Kenya.

Job Details

Job Type: Full Time
Workplace Type: On-site
Qualification: Diploma
Job Experience: Mandatory
Job Location: Nairobi County, Kenya
Closing Date: Undisclosed
Salary: Estimated: KES 40,000 - KES 250,000 / month
Other Pay: Benefits
Job Category: Banking

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
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