Wealth Management Specialist, Private Banking (Lagos & Abuja)

Duties & 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.



Educational 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



Required Skill/Competencies:



• Interpersonal skills

• Very good Communications skillswritten and oral

• Must be self-solution driven and proactive

• Attention to details

• Innovation and Creative skills

• Analytical, problem solving and decision making Skills

• People management

• Relationship Management skills