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Personal Relationship Officer - CalBank PLC

September 24, 2025


Personal Relationship Officer

Role: Personal Relationship Officer

Reports Direct to: Head, Platinum Banking

Location: Accra

Title: Personal Relationship Officer

Department: Platinum Banking


  • Role Purpose:  The Platinum Banking Relationship Officer
  • is responsible for managing and deepening relationships with 
  • high-net-worth clients by delivering personalized financial solutions 
  • and exceptional service. The role focuses on understanding client needs,
  • offering bespoke wealth management and lending solutions, and ensuring 
  • seamless access to premium banking services. In addition to maintaining 
  • strong client relationships, the officer drives business growth by 
  • identifying opportunities for cross-selling, onboarding new affluent 
  • clients, and contributing to the overall performance of the Platinum 
  • Banking segment. The position requires a balance of relationship 
  • management, financial advisory, and service excellence, while upholding 
  • compliance, confidentiality, and risk management standards

    Key Responsibilities
    • Client Relationship & Engagement 
    • · Serve as the dedicated contact for Platinum/High Net-Worth clients, ensuring a personalized banking experience.
    •  · Build deep, long-term relationships by anticipating client needs and providing proactive financial solutions. 
    • · Deliver exceptional service standards tailored to affluent client expectations.
  • 2. Wealth & Portfolio Advisory  ·
    • Support clients with wealth management, investment, and portfolio diversification guidance.  · 
    •  Collaborate with internal wealth managers and investment teams to deliver holistic financial solutions.
    •  Facilitate access to exclusive products, services, and opportunities designed for high-value clients.
  • 3. Credit & Lending Solutions 
    • ·Assess and recommend bespoke credit facilities suited to client profiles.  
    • Provide guidance on structured lending, mortgages, or business financing for affluent clients.  · 
    • Monitor client portfolios to proactively address risks or opportunities.
  • 4. Business Development and Growth 
    • Identify and onboard new high-net-worth clients through referrals and targeted initiatives.
    •  Cross-sell premium banking, investment, insurance, and estate planning services. 
    • Contribute to the growth of the platinum Banking segment by achieving defined revenue and deposit targets.
  • 5. Service Excellence & Client Experience 
    • Act as a financial concierge, coordinating seamless service delivery across departments. 
    • Organize exclusive client events, financial clinics, and networking opportunities for affluent clients.


  • Qualifications
  • A minimum of a bachelor’s degree in business administration, Banking & Finance, Economics, Accounting, or a 
  • related field from a recognized university. 
  • A master’s degree in finance, Wealth Management, or related disciplines will be an added advantage
  • Professional (Added advantage)  ·  
  • Membership or certification from recognized professional bodies such as:  ·Chartered Institute of Bankers (CIB - Ghana or international equivalents)  ·
  •  Certified Wealth Management Professional (CWMP)  ·        
  • Chartered Financial Analyst (CFA) – Level 1 or higher  ·        
  • Certified Financial Planner (CFP)  ·        
  • Investment Foundations Certificate – CFA Institute  Anti-Money Laundering (AML) / Compliance certification
  •    A minimum
  • of Five (5) years of relevant experience in retail, private, or
  • relationship banking, with demonstrable exposure to high-net-worth or
  • affluent client segments.
  •   At least two
  • (2) years in a supervisory, client-facing, or portfolio management capacity,
  • preferably within a private or platinum banking environment.











Apply Here

Finance And Administration Manager - Rainforest Builder

September 23, 2025

 


Position: Finance and Admin Manager

Location: Dambai, Oti Region, Ghana

Reports to: General Manager – Project Colobus

Employer: Rainforest Builder Ghana Ltd


About Rainforest Builder

Rainforest Builder is Africa’s leading forest restoration company. We work to restore the Upper Guinean Forest with projects in Ghana, Sierra Leone, and soon Côte d’Ivoire and Guinea. Our projects are large-scale and long-term, creating jobs for over 2,000 people and partnering with global companies to deliver carbon and biodiversity results.


Project Colobus is our second major project in Ghana, based in the Oti Region. Planting starts in 2026 and will restore 24,000 hectares of degraded land in the first phase.


Role Purpose

We are looking for a Finance & Admin Manager to establish and lead the finance and administrative functions of Project Colobus. The role is based full-time in Dambai and will support the General Manager in managing budgets, payments, reporting, procurement, and HR.


Key Responsibilities

Finance

  • Prepare and manage project budgets, forecasts, and cashflows.
  • Process payments, manage accounts payable/receivable, and do bank reconciliations.
  • Keep accurate financial records and ensure compliance with Ghanaian regulations.
  • Prepare monthly and quarterly financial reports for the GM and Group Finance.
  • Support audits and maintain strong internal controls.

Procurement

  • Oversee all procurement processes, ensuring compliance with company policies and procedures.
  • Ensure suppliers are properly vetted, onboarded, and contracts are documented.
  • Drive cost efficiency and value-for-money in all purchasing decisions.
  • Manage supplier relationships, monitor performance, and maintain accurate procurement records.
  • Safeguard transparency and integrity across procurement activities.

HR Administration

  • Maintain staff records, employment contracts, leave schedules, and payroll support.
  • Support recruitment, onboarding, and staff welfare in collaboration with the GM and Group HR.
  • Ensure compliance with statutory obligations (SSNIT, tax, pensions, etc.).


Administration

  • Oversee the day-to-day running of the project office in Dambai.
  • Ensure administrative systems are effective and support the wider project team.

Department Building & Leadership

  • Establish the Finance & Admin Department for Project Colobus.
  • Recruit, train, and manage finance and admin staff to deliver high-quality support to the project.
  • Define roles, set clear responsibilities, and monitor performance of the team.
  • Foster a culture of integrity, accountability, and continuous improvement.

Reporting & Support

  • Track project KPIs and budget performance.
  • Analyse financial and operational performance and suggest efficiency measures.
  • Provide financial insights and support to the GM and project leadership team.


Requirements

  • Bachelor’s degree in Accounting, Finance, Business Administration, or related field (Master’s degree or professional qualification – ACCA, CIMA, ICA – an advantage).
  • At least 7 years of relevant experience in finance and administration roles, including at least 3 years in a managerial capacity.
  • Experience working in a multinational company or with international financial reporting standards.
  • Strong knowledge of Ghanaian financial, tax, and labor regulations.
  • Proven track record of managing a full spectrum of financial operations, including general ledger, accounts payable/receivable, payroll, treasury, taxation, and financial reporting.
  • Hands-on experience with HR administration.
  • Proficiency in Microsoft Excel and accounting software.
  • Strong integrity, organizational skills, and ability to work independently in a project-based environment.


Benefits

  • Competitive salary and benefits package.
  • 20 days paid leave plus public holidays.
  • Accommodation support in Dambai.
  • Opportunity to be part of one of Africa’s largest forest restoration projects.


How to Apply

Send your CV and a short paragraph explaining your fit for the role to nic@rainforestbuilder.com by 3 October 2025. Note that LinkedIn applications will not be considered.


Rainforest Builder is an equal opportunity employer. Female candidates are especially encouraged to apply.

Apply Here

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