Wealth Management Specialist

2 weeks ago

Nigeria First Bank of Nigeria Full time ₦1,500,000 - ₦3,000,000 per year
Description

The role entails taking ownership and providing leadership towards the delivery of: 

  • 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
  • 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.

JOB REQUIREMENTS:

  • 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

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