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Head, Financial Services Institution

Posted 10 months ago

To oversee and direct sales activities of the Financial Services Team and manage the relationships in the Financial Institution sector effectively.

Role Qualification:

Academic/Professional: Relevant first degree in any discipline

Professional Qualification: MSc/MBA/ACII/ACIIN and basic knowledge of Actuarial Services will be an added advantage.

Work Experience: 10 – 12 years professional experience, preferably in the Financial Services Industry with at least 4 years in managing a team.

Key Responsibilities:

  • Carry out detailed sectorial analysis of the Financial Institution space with a view to discovering untapped opportunities and growing the Financial Services Team’s market share and client base.
  • Develop and implement strategies towards ensuring the optimization of relationships with our partners.
  • Supervises and drives the relationship management activities within the team including the maintenance of the required level of relationship with Brokers.
  • Provides direction and leadership for the team.
  • Directly manage the relationship with key executives of large customers within the Group.
  • Reviews and approves the team’s Portfolio Review Report for all new businesses and renewals.
  • Initiates applicable product development, customization, or improvement efforts for the clients within the Financial Services Institution.
  • Sets appropriate targets for the unit in line with overall objectives of the Corporate Business Group and in conjunction with the Management Team.
  • Establish a framework for the creation of value-added services to clients within the Corporate Business Group.
  • Supervises reconciliation of customers’ accounts monthly and receivables management.
  • Gives risk improvement advice and solutions to clients where necessary.
  • Coordinates annual budget preparation, drives implementation, and monitors performance of the team’s annual budget.

Required Skills and Competencies

  • Excellent Communication, presentation, and professional writing skill.
  • Proven ability to meet / exceed targets and deadlines.
  • Knowledge of Insurance products and services
  • Good understanding of financial statement analysis and reporting.
  • Strong relationship management and selling skills.
  • Good knowledge of the relevant regulatory frameworks and the regulatory environment.
  • Strong analytical and critical thinking abilities
  • Excellent interpersonal and team building skills.
  • Collaboration Skills
  • Strong leadership
  • Problem solving
  • Time management
  • Self-management

Job Features

Job CategoryFull-time

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