Apply as Wealth Management Specialist (Private Banking Group) at First Bank of Nigeria Limited Full Time

Job Title: Wealth Management Specialist (Private Banking Group)

Job Identification: 6
Location: Lagos
Employment Type: Full time

Job Description

• 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.

Qualifications

• First Degree in any discipline with minimum of 2.2. or Higher National Diploma (HND) with minimum of Upper   Credit
• 4-6 years’ experience in Banking/Finance

Knowledge:

• Banking structure, policies and procedures.
• Banking services/products
• Treasury and investment product
• Wealth Management products

Application Closing Date
11th December, 2020.