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Britam, Central Bank of Kenya, Equity Bank Kenya , First Bank of Nigeria Limited, Moniepoint IncorporatedProfession (Banking, microfinance, insurance)
Accounting, finance, banking, insurance,Administrative, clerical,Business, strategic management,Customer support, client care,Energy, power,Engineering, architecture,Human resources,Information technology, software development, data,Legal,Manufacturing, operations, quality,Media, communications, languages,Medical, health,Project, program management,Research, academy,Sales, marketing, promotion,Security,Teaching, training,Transportation, logistics, driving,
Industry (Accounting, finance, banking, insurance)
Agriculture, fishing, forestry,Automotive,Banking, microfinance, insurance,Computers, software development and services,Consulting, business support, auditing,Education, academic,Energy, utilities, environment,Engineering, architecture,Finance & FinTech,Financial Services,Governmental,Health care, medical,Housekeeping, maintenance,Manufacturing,Non-profit, social work,Real estate,Restaurant, hospitality, travel,Retail, wholesale, FMCG,Telecommunications,Transportation, logistics, storage,
Seniority (Accounting, finance, banking, insurance, Banking, microfinance, insurance)
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First Bank of Nigeria Limited
Banking + 2 more
Description
Requirements
- First Degree in any discipline with minimum of 2.2. or Higher National Diploma (HND) with minimum of Upper Credit.
Experience:
- Minimum Experience: 4-6 years’ experience in Banking/Finance.
Required Knowledge:
- Banking structure, policies and procedures.
- Banking services/products
- Treasury and investment products
- Wealth Management products
Responsibilities
- Advice clients and Relationship Managers to meet the clients’ desired wealth management and investment objectives and therefore increase the bank’s share of the client’s wallet.
- Plays a key role in liaising with the RMs in discussing clients’ wealth management requirements as well as ensure flow of product knowledge.
- Drive the uptake of wealth products in a client centric manner.
- Support Private Banking and Retail Affluent RMs to drive knowledge of wealth products and sales.
- Drive customer experience through quality advice strategy, products offering, RM relationships.
- Work with the Team lead, to provide independent opinion on quality of clients’ existing investment portfolio and wealth needs.
- Determine clients’ risk appetite, investment preferences and returns expectations by partnering with RMs in client meetings.
- Provision of relevant solutions given client’s needs/objectives.
- Liaising with product partners (FBN Quest, Trustees and Insurance) to enhance clients’ experience.
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