💼 Job Vacancy: Relationship Manager – High Net Worth Individuals (HNI)
📍 Location: Tanzania
🏦 Institution: Equity Bank
🗂 Department: Retail Banking
👤 Vacancies: 1
📅 Application Deadline: 22nd April 2025
📧 To Apply: Email your application with the subject line: Relationship Manager – HNI to TZRecruitment@equitybank.co.tz
🎯 Position Overview
Equity Bank is seeking a dynamic and results-driven Relationship Manager to manage and grow a portfolio of High Net Worth Individuals (HNIs). This role is key in delivering customized consumer lending solutions, building strategic relationships, and supporting our clients in achieving their financial goals.
🛠 Key Responsibilities
🔹 Client Relationship Management
- Build and manage relationships with HNI clients to deeply understand their financial needs.
- Offer tailored lending products (e.g., personal loans, mortgages, asset-backed loans, overdrafts).
- Conduct regular client engagements to review financial needs and promote relevant bank offerings.
- Serve as a trusted advisor on loan structuring and repayment strategies.
🔹 Loan Origination & Portfolio Development
- Identify and acquire new HNI clients through referrals and strategic partnerships.
- Structure bespoke lending facilities aligned with individual client profiles.
- Drive the growth of the HNI lending book while ensuring top-tier portfolio quality.
- Monitor loan performance, addressing any early warning signs of delinquency.
🔹 Credit Assessment & Risk Management
- Collaborate with the credit risk team on loan assessment and approvals.
- Ensure loan decisions meet regulatory and internal risk standards.
- Analyze market trends and implement risk-mitigation strategies.
🔹 Compliance & Regulatory Oversight
- Ensure full compliance with KYC, AML, and all regulatory frameworks.
- Maintain comprehensive documentation for all transactions.
- Stay abreast of banking policies and regulatory updates.
🔹 Collaboration & Cross-Selling
- Partner with internal teams including wealth management, legal, and operations for end-to-end loan facilitation.
- Cross-sell banking products such as investments, insurance, and financial planning services.
📚 Required Qualifications & Competencies
🎓 Education
- Bachelor’s degree in a business-related field.
- A Master’s degree and/or professional banking certification is an added advantage.
💼 Experience
- Minimum 3 years of experience in the banking sector, preferably in relationship or private banking.
💡 Skills & Attributes
- Strong relationship-building and interpersonal skills.
- Excellent verbal and written communication.
- Sound knowledge of banking operations and lending procedures.
- High level of integrity and confidentiality.
- Exceptional organizational and time management skills.
- Proficiency in Microsoft Office and banking software platforms.
🚀 Why Join Equity Bank?
- Work in a fast-growing, innovative, and customer-focused environment.
- Access to a strong support team and internal learning platforms.
- Opportunity to build a long-term career while helping clients grow their wealth.
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