Portfolio Manager

5 days ago

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

Transactional:

  • Processing Private Banking client's transactions include liaising with other units, product houses and subsidiaries of the First Bank group to process Private Banking clients' transactions promptly
  • Anchoring all transactions related to asset management, real estate purchase / finance, credits, safety deposits, trust servicers, off-shore investments and others as defined by Head Portfolio management or GH Private Banking.
  • Preparing and reviewing all wealth management proposals on behalf of Private Banking clients and ensuring that these are error-free and of high standards
  • Reviewing and signing of Private Banking client's investment confirmative and certificates

Operational

  • Conducting research on Investment & wealth management products and liaising with FBN Quest and other research providers for updated information on equity, bond and money markets. 
  • Updating and disseminating information to private Banking team on available products and services as well as market trends.
  • Monthly update of client product utilization to feed the Asset Holding Report for FBN Private Banking.
  • Structuring ideal portfolios for Private Banking clients further to discussing with Relationship Managers, reviewing customer information details and leveraging other First Bank subsidiaries 
  • Generating mandates on behalf of clients for FBN Capital and other product houses for the purchase or sale of securities / assets
  • Generating portfolio reports and account statements for Private Banking clients as required 
  • Generating periodic reports to meet monitoring and reporting requirements of First Bank Private Banking.
  • Updating global position on Private Banking clients to enable effective tracking and monitoring of client relationship 
  • Ensuring prompt and efficient processing of client mandates 
  • Monitoring loans booked by the back office and updating clients global position report
  • Verifying customer trades via online portal and updating portfolio status of clients 
  • Monitoring customer accounts and portfolios to ensure that they are well-funded and active

Relational
 

  • Maintaining good working relationships with other teams, units and subsidiaries
  • Leveraging good relationship with product houses such as FBN Capital, FBN Mortgages, FBN Trustee etc. to ensure efficiency in processing Private Banking transactions
  • Developing relationships with research and regulatory bodies to ensure that the unit is well informed and complies with all regulatory requirements at all times. 

Others

  • Ensuring the documentation of all safe custody items
  • Ensuring securities certification and release of pledged securities
  • Ensuring that all client investment transactions are handled with efficiency and timelines 
  • Escalate of all material, unusual or difficult transactions to Head Portfolio Management
  • All other functions as assigned by the, Head Private Banking location and GH Private Banking

JOB REQUIREMENTS:

  • Minimum Bachelor's degree in relevant field 
  • Master's degree in business, finance or similar strongly preferred
  • Certified Financial Analyst (CFA) / Chartered Accountant (ICAN or ACCA) / Chartered Alternative Investment Analyst (CAIA) qualification strongly preferred 
  • Minimum of 8-10 years middle office background (financial services) preferred
     

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