Private Client Service Executive in Lagos, Nigeria

at Stanbic IBTC Bank

Banking / Financial Services
Banking / Finance / Insurance
Minimum Qualification
Bachelor's Degree
Required Experience
1 - 3 years
Employment Type
Full Time
Male or Female
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Job Description

• The Private Client Service Executive is to guarantee client satisfaction for all clients categorized as High Networth and VIP by providing differentiated service for these client types. Also providing product and service information; ensuring there are no problems and delivering exceptional great service to these clients.


Key Accountabilities/KRA

• Driving and Coordinating excellent service delivery amongst HNI and VIP

• Ensures call over of RSA history after monthly contributions upload

• Ensures personalized delivery of monthly statements to preferred address in preferred format (soft or Hard) 48 hours after month end

• PCSE will visit allotted HNI at least once a year

• PCSE will call allotted HNI and VIP at least once a quarter

• Ensures priority treatment on processing of Benefit applications and payment

• Collation of all information on these clients. E.g. DOB of all nuclear family members, wedding anniversary, preferred sports, club affiliations, hometown, religion and all other information that are considered relevant

• 100% implementation for all service deliveries for HNI and VIP

• Monthly check of RSA and RSA Retiree Fund to identify clients as they fall within the HNI/VIP metrics


Required Skills and Qualifications

Educational Qualifications:

 • Minimum of a First Degree.

 Work Experience

• Good interpersonal skills, communication and telephone skills

• Hands on experience on phone applications used in the call centre and customer service roles

• Passionate

• Experience in pension fund administrationRequired CompetenciesTechnical competencies:

• Excellent knowledge of the dynamics and technical aspects of fund management

• Understanding of policies and procedures; customer services in a first class oriented institution is desirable

• Good analytical/numerical/communication skills

• Excellent use of MS Office applications, and other customer related tools

• Thorough understanding of the Pensions Reforms Act 

• Training on providing Excellent Customer Service and Financial Management

• Experience in working among a Solution-Oriented team

• Experience in Customer Care duties and responding to Client Enquiries Personal Skills

• Hands on experience on phone applications used in the call centre and customer service roles

• Passionate, good disposition

• Good interpersonal skills, communication and telephone skills

• Experience in pension fund administration

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