First Bank of Nigeria Team Lead, Wealth Management (Private Banking Group) Jobs

First Bank of Nigeria Team Lead, Wealth Management (Private Banking Group) Jobs


Job 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.

    Qualifications

  • First Degree in any discipline with minimum of 2.2. or Higher National Diploma (HND) with minimum of Upper Credit

  • Minimum experience - 10 years’
    experience in Banking/Finance.

    Skill/Competencies:

    Interpersonal skills

  • Very good Communications skills(written and oral)

  • Must be self-solution driven and proactive
    Attention to details.

  • Innovation and Creative skills

  • Analytical, problem solving and decision making Skills

    Knowledge:

  • Banking structure, policies and procedures.
    Banking services/products

  • Treasury and investment products.

  • Wealth Management products.

    How to Apply

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

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