Private Banking Relationship Manager

Profil recherché

NBC, Tanzania’s longest-operating financial institution, boasts more than fifty years of industry expertise. The bank delivers a comprehensive suite of solutions spanning retail, commercial, corporate, and investment banking, alongside tailored wealth management services. Job Summary Job Description Summary To cultivate and strengthen connections with high-net-worth clients while expanding the customer base through strategic sales initiatives and the provision of outstanding service. Delivers exceptional service and personalized attention to the Bank’s high-value clients, fostering substantial sales growth and new business opportunities while ensuring the retention of existing client relationships. Job Description Key Accountabilities Developing and maintaining strong relationships with both new and existing customers to drive solution sales is a key responsibility of this role. Additionally, managing these relationships effectively to ensure customer satisfaction and retention is essential. Strive to meet predefined sales objectives for existing customers—including upgrades and new accounts—and for assets, liabilities, and other assigned banking products. Perform a comprehensive needs assessment for current and prospective clients to identify the most suitable product offerings for their unique requirements. Proactively promote alternative delivery channels, including internet banking and insurance products, to all clients to drive engagement and accessibility. Proactively initiate contact with potential new customers, whether through self-generated sales efforts or referrals from other sources, and deliver tailored financial solutions by conducting a thorough evaluation of their specific requirements. To enhance product penetration within the existing customer base, conduct a thorough review of their portfolios to identify opportunities for cross-selling and proactively suggest new products tailored to their needs.

• Develop tailored financial strategies to actively enhance clients’ wealth accumulation and preservation. We diligently oversee the usage levels of credit facilities and investment options, proactively identifying any instances of underutilization. Upon detection, we engage with customers to uncover the underlying causes and promptly escalate any related service concerns for resolution. Oversee banking engagements for portfolios of high-net-worth clients, which may encompass senior local political figures and prominent business leaders. Conduct periodic customer engagements and organize targeted social gatherings along with personalized entertainment initiatives to foster enduring professional connections. Take full ownership of the Client relationship at all levels of the organization, ensuring seamless integration and coordination of all engagements between the Bank and the Client. Manage your dedicated calling program by curating a targeted list of individuals to contact each month and arranging meetings accordingly, consulting with the Head of Affluent when guidance is necessary. On a monthly basis, reports are compiled detailing calling program outcomes and individual sales performance relative to agreed-upon targets. These reports are subsequently presented to the Head of Affluent. Customer Experience Monitor operational performance to ensure customer requirements are met, identify systemic failures, and escalate issues to the Head of Affluent for resolution at the EXPO level. Log customer complaints and inquiries, diligently monitor their resolution progress, and ensure timely responses to clients within an acceptable timeframe. Deliver exceptional, world-class customer service and support consistently, ensuring each interaction reflects the highest standards of professionalism and quality. Compliance and Risk Management Ensure all team members fully comprehend the established processes, control requirements, and risk management frameworks applicable to their roles. Ensure timely provision of all requested information during scheduled audits and management assurance reviews. Responsible for documenting all Risk and Loss occurrences stemming from errors or fraud within the department, ensuring these matters undergo comprehensive investigation before being formally closed or escalated in accordance with established policies. Monitor employee adherence to mandatory compliance training programs and verify that all required training is completed within the established deadlines. Each month, conduct a compliance review of client portfolios to verify that all required documentation—including KYC, AML, and sanctions-related materials—remains current and complete. Follow the complete Retail account opening process to ensure new accounts are properly authorized and fully compliant with KYC regulations. Promptly elevate any issues that breach established service level timelines or involve unresolved KYC requirements to Operations management for resolution. Review and authorize each new account application and loan document to ensure accuracy and compliance with established policies and procedures. Business Management.

Responsabilités

• Drive customer engagement activities in branches Based on identified gaps, you will proactively advocate for additional resources—such as personnel, financial allocation, and equipment—by submitting well-supported requests to management. Acquire a comprehensive grasp of the business unit’s strategic direction and communicate it effectively to team members, ensuring they recognize and understand their specific roles in achieving these objectives. Explain departmental targets and assume responsibility for overseeing the attainment of performance objectives, including employee satisfaction, customer experience, cost efficiency, return on investments, risk management, and compliance with governance standards. Develop and implement quarterly and monthly strategic plans to ensure annual deliverables are met. Conduct preliminary statistical assessments to monitor performance deviations and identify the underlying factors contributing to errors. Subsequently, develop actionable recommendations aimed at improving productivity or refining processes, and present these proposals to designated process owners. To enhance productivity, provide staff coaching on new processes and areas needing improvement. Other duties Perform any additional tasks or responsibilities delegated by the Branch Manager as needed. Prepare a range of reports and business proposals, tailored to meet management requirements and secure approval. Education and Experience Required: A Bachelor’s degree in Business Administration or a related field is required. With a minimum of four years of professional experience in the banking sector, ideally gained within a branch environment, candidates should bring a strong background in financial services to this role. Experienced professionals should possess comprehensive expertise in banking operations and regulatory frameworks, including an in-depth understanding of financial products and compliance requirements. Knowledge, Skills and competences required:

• Strong Customer Service management

• Market risk Qualifications We seek a candidate who excels in Customer Excellence through Service Delivery, possesses strong digital familiarity, and demonstrates effective basic communication skills. The ideal applicant will have prior experience in a comparable setting, along with a Higher Diploma in Business, Commerce, or Management Studies. While adaptability to change and relationship-building skills meet some requirements, these areas may require additional refinement and development. A comprehensive understanding of products and/or services is essential for this role. We invite you to spread the word by clicking the icons below and sharing this opportunity with your network. Submit your resume and application by visiting the company’s official website and utilizing the designated application portal. Closing Date : 15th July , 2026. Stay updated with the most recent employment opportunities in Tanzania by signing up for notifications today.