The Ugandan Jobline

• Playing a leading role in the
  establishment and growth of the Wealth and Investment business in Uganda
• Have the technical knowledge to provide
  holistic financial planning services to High Net Worth clients, including
  investments (on- and offshore), estate and retirement planning, and Trust
  & Fiduciary, with the intention of increasing assets under management.
• Hunt for new clients (market Wealth &
  Investment clients) as well as maintain relationships on an ongoing basis.
• Developing and maintaining credible,
  trustworthy client relationships which are based on relevant and accurate
  advice, tailored solutions and an intimate understanding of the clients’
  needs and personal circumstances.
• Fully accounting for the relationship with
  clients. Control and manage the relationship that the client has with
  Stanbic Bank on an ongoing basis as well as marketing the services of the
  other internal divisions (Melville Douglas, stockbroking and the greater
  Standard Bank Group).

• Act as the key liaison for the
  establishment of Wealth and Investment business in Uganda
• Draw a plan to establish and grow the
  Wealth and Investment business in Uganda.
• Responsible for the implementation of the
  growth plan.
• Work closely with key stakeholders both in
  Stanbic Uganda and the broader Standard Bank Group to implement the plan.
• Responsible for the profitability of the
  portfolio and take-on of all new clients
• Tasked with increasing lending fees and
  assets under management.
• Client acquisition and retention – service
  orientated.
• In charge of relationship management.
• Client balance sheet optimization.
• To remain complaint with all legislation
  pertaining to financial planning, where applicable
• Meet agreed revenue targets
• Take accountability for client
  profitability on a product agnostic basis (ie across the clients’
  portfolio of products)
• Represent Standard Bank Wealth and
  Investment  function in a
  professional manner, help build its profile and reputation as a high
  quality service, with a focus on maintaining long-term relationships with
  clients
• Broaden client relationships within the
  Group through introductions and facilitation of business flows through
  CIB, PBB and Liberty as appropriate.
• Provide appropriate advice to clients on
  products and service offerings and ensure that these are packaged and
  structured to minimise risk to protect the interest of both parties.
  Collaborate with product specialists (both onshore and offshore)
• Coordinate and execute an appropriate
  client contact plan and ensure coordination with broader marketing and
  events

• The ideal candidate should preferably hold
  an appropriate financial or investment degree
• Proven track record in the financial
  services industry, preferably with relationship management experience in
  Wealth and Investment, Business Banking or Investment Banking.
• The applicant should have a good
  understanding of financial service trends and Wealth and Investment both
  nationally and internationally.
• Broad knowledge and understanding of the
  activities of the traditional and non-traditional competitors and the
  impact of these on Wealth and Investment’s relationship with the client.
• Utilize information management systems and
  processes to pre-empt selling opportunities and identify opportunities and
  threats to clients and the bank.
• Effectively use this knowledge to
  continually provide information to ensure that the products and services
  of the bank meet the needs of the client and stay abreast with world best
  practice
• Monitor markets and pre-empt risk for both
  the client and the bank
• Extensive knowledge and understanding of
  banking, risk, wealth creation mechanisms and the entire range of products
  and services useful to Wealth and Investment, with knowledge of their
  mechanisms, client benefits, limitations, profitability to the bank, and
  value in developing long term business relationships.
• Utilize this knowledge to identify
  cross-selling opportunities and identify the relevant resources within the
  bank to optimize these selling opportunities.
• A thorough understanding of financial
  markets, their behaviour, movements and expectations with respect to
  market.
• Ability to appropriately balance technical
  input and marketing skill to address client environment and needs

• Delivering Results –   effectively manages his/her time and
  resources to ensure that objectives are achieved efficiently and on time.
• Serving our Customers –   ensures that clients receive a high level
  of (globally consistent) service in a timely and accurate manner.
• Communicating with Impact
  –   effectively applies verbal,
  nonverbal and written communication methods to achieve desired results and
  presents ideas effectively to individuals or groups.
• Working in Teams –   understands team dynamics and uses
  flexible interpersonal style to contribute to the effective functioning of
  teams and to the completion of team goals.
• Building Relationships and
  Collaboration –  
  develops and maintains ongoing working relationships, networks and
  partnerships to help achieve business goals through others (e.g. peers,
  functional partners, customers etc.)
• Enabling Change –   encourages others to seek opportunities
  for different and innovative approaches to addressing problems and
  opportunities and facilitates the implementation and acceptance of change
  within the workplace.

• Being Proactive –   strives to stay ahead by anticipating
  rather than reacting and ensures that his/her actions are always carefully
  considered.
• Resilience –   has confidence in his/her ability to
  achieve ambitious goals and celebrates success, never allowing him/her
  self to become arrogant.
• Problem Solving Style
  –   indentifies, clarifies/defines
  and works through challenges towards a defined outcome.
• Acting with Integrity
  –   lives Standard Bank Wealth and
  Investment’s business model based on trust and integrity as perceived by
  our stakeholders, especially our clients.
• Specialist Skills –   acquires and develops the specialist
  and technical knowledge and skills to perform the role on an ongoing basis
  within the changing environment of the Bank.
• Business Knowledge and Contribution
  –   understands the broader business
  environment in which he/she works from an industry, Business Unit and role
  perspective.

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