First Bank of Nigeria Limited Wealth Management Specialist (Private Banking Group) Jobs

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

How to Apply

For more information and job application details, see; First Bank of Nigeria Limited Wealth Management Specialist (Private Banking Group) Jobs

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