Accounting, finance, banking, insurance Jobs

59 jobs found

First Bank of Nigeria Limited

Team Lead, Private Banking (Lagos)

Lagos Nigeria
First Bank of Nigeria Limited

Team Lead, Private Banking (PH)

Port Harcourt Nigeria
First Bank of Nigeria Limited

Team Lead, Private Banking (Owerri)

Owerri Nigeria
First Bank of Nigeria Limited

Portfolio Manager- Private Banking

Lagos Nigeria
Equity Bank Kenya

Relationship Manager - High Net Worth Individuals

Nairobi Kenya
Old Mutual

Claims Analyst - GI

Nairobi Kenya
Old Mutual

Sustainability Manager

Nairobi Kenya
Old Mutual

Faulu MFB - Bancassurance Business Development Officer

Nairobi Kenya
Britam

Assistant Manager, Health Underwriting

Nairobi Kenya

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Absa Group Ltd

Branch Manager - CBD

Kabale Uganda

Country / Region

Seniority (Accounting, finance, banking, insurance, Banking, microfinance, insurance)

© Fuzu Ltd

Team Lead, Private Banking (Lagos)

Job details

Contract Type

Description

Requirements

  • Minimum 2:2 First degree (B. SC, B.A etc.)
  • Minimum of 8-12 years working experience in private banking or in a similar role.
  • Previous experience in asset management or investment Banking is an advantage


Responsibilities
  • Provide specialist financial advice and support to HNI clients ensure that their lifestyle and investment needs are met.
  • Active Sale of Private Banking investment portfolio/services to meet clients’ needs Understand the competition & formulate counter strategy to safeguard the Banks position and win new business.
  • Manage and deepen relationships with existing and prospective HNI clients. ▪ Win new accounts and resuscitate dormant relationships
  • Initiate structure of investment to meet client’s needs.
  • Ensure efficient service and maintenance of existing accounts.
  • Ensure zero tolerance for inactive/dormant accounts.
  • Perform all other duties as assigned by the Head of Hub/GH
  • As part of the Bank’s Information Security requirements, maintain the security of all Information entrusted to the staff and comply with the principles and policies in the Information Security Handbook.
  • Clear understanding of investment dynamics and lack of investment products in the market


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