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Wealth Management Specialist, Private Banking (Lagos & Abuja)
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First Bank of Nigeria Limited
Banking + 2 more
Wealth Management Specialist, Private Banking (Lagos & Abuja)
Closed for applications
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
- 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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