Wealth Management Specialist

Qualifications

• Minimum Academic Qualification: First Degree or its equivalent in any discipline preferably business-related (Minimum of B.Sc. Second-Class Lower / HND Upper Credit)
  
• Prior financial services experience with a minimum of 3-7years of experience in wealth management or other similar role.
  
• Proven track record of managing high-value client relationships and achieving sales targets
  
• Strong analytical skills with the ability to assess financial statements and credit risk
  
• Excellent communication and interpersonal skills, with a customer-centric approach
  

• Wealth Management services and contribution to Private Banking’s achievement of P & L ambition.
  
• Provision of advice to 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.
  
• Provide leadership to the Wealth Advisory team to attain growth and profitability targets.
  
• Drive customer experience through quality advice strategy, products offering, RM relationships.
  
• 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