Looking for a job

Jackline Mutesi

@jacklinemutesi

Relationship Manager at Standard Chartered Bank Uganda managing a UGX 25.5 billion Priority Banking portfolio and growing client relationships.

United Kingdom

Message

What I'm looking for

I'm seeking home-based or hybrid UK opportunities where I can build specialist knowledge of motor claims, accident management and repair networks while contributing my strategic-account experience.

At Standard Chartered Bank Uganda, I manage relationships across a UGX 25.5 billion Priority Banking portfolio, identifying banking, wealth and bancassurance opportunities that support retention and growth. I coordinate tailored solutions and work across teams to resolve sensitive client matters while keeping clients informed.

Previously, at NEXT MEDIA, I turned business and economic information into broadcast and digital stories and hosted the four-day Annual African Marketers Conference for more than 1,500 delegates, executives and media partners. At DEVERE ACUMA, I managed high-net-worth expatriate client relationships, used Salesforce CRM to track opportunities and compliance, and introduced a new client worth £1 million in my first year.

Experience

Work history, roles, and key accomplishments

Current

Relationship Manager, Priority Banking

Current

Standard Chartered Bank Uganda

Feb 2024 - Present (2 years 9 months)

Manages a Priority Banking portfolio valued at UGX 25.5 billion, building trusted relationships with affluent clients and coordinating tailored solutions across deposits, investments, lending, insurance, and day-to-day banking. Acts as key contact for complex service matters, coordinating with Legal, Compliance, Operations, Product, and Marketing teams.

Customer Relationship Management Portfolio Management Wealth Management Bancassurance KYC CDD Salesforce Stakeholder Management Complex Issue Resolution Financial Analysis Communication Skills

Business Journalist, Producer & Conference Host

Next Media

May 2022 - Jan 2024 (1 year 8 months)

Managed senior stakeholder relationships while researching and presenting business and economic content. Planned, hosted, and moderated the four-day Annual African Marketers Conference for over 1,500 delegates, executives, and media partners.

Business Journalism Research Presentation Skills Event Hosting Stakeholder Management Data Interpretation Communication Skills

Associate Wealth Consultant / Wealth Consultant

Devere Acuma

Aug 2017 - Mar 2020 (2 years 7 months)

Managed relationships and communications for high-net-worth expatriate clients, supporting financial planning and investment discussions in a regulated, cross-border environment. Led client reviews and fact-finds, generated new business through referrals and networking, and used Salesforce CRM to maintain records and track opportunities.

Wealth Management Customer Relationship Management Financial Planning Salesforce Business Development Compliance Cross Border Advisory

Education

Degrees, certifications, and relevant coursework

University of Hertfordshire

Bachelor of Arts (Hons), Economics

BA (Hons) Economics from the University of Hertfordshire, completed in 2017.

Chartered Institute for Securities & Investment (CISI)

International Certificate in Wealth & Investment Management, Wealth & Investment Management

Professional qualifications including the International Certificate in Wealth & Investment Management, Introduction to Securities & Investment, and UAE Financial Rules & Regulations.