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Team Lead, Private Banking
Locations: Lagos, Abuja, PH, Onitsha, Asaba, Owerri, Nigeria
Job ID: 1118
Posting Date: 07/18/2024, 09:49 AM
Apply Before: 07/28/2024, 09:49 AM
Degree Level: Bachelor’s Degree
Job Schedule: Full time
JOB DESCRIPTION
Duties & Responsibilities:
- Provide specialist financial advice and support to High Net-Worth Individual (HNI) clients to meet their lifestyle and investment needs.
- Actively sell Private Banking investment portfolios/services to meet clients’ needs.
- Understand the competition and formulate counter-strategies to safeguard the Bank’s position and win new business.
- Manage and deepen relationships with existing and prospective HNI clients.
- Acquire new accounts and revitalize dormant relationships.
- Initiate structures for investments to meet client needs.
- Ensure efficient service and maintenance of existing accounts.
- Maintain zero tolerance for inactive/dormant accounts.
Qualifications:
- First Degree in any discipline with a minimum of 2.2 or Higher National Diploma (HND) with a minimum of Upper Credit.
- Minimum of 6 years working experience in banking or a related industry.
- Previous experience in asset management or investment banking is an advantage.
Skills/Competencies:
- Portfolio Management
- Financial Instruments Knowledge
- Credit Assessment and Structuring
- Marketing/Sales
- Business/Product Development
- Customer Relationship Management
- Budget Planning & Control
- Financial Analysis
- Business/Operational Strategy
- Asset/Investment Management
- Trust Administration
Knowledge:
- Solid understanding of the Nigerian financial services sector and other non-bank financial services industries in which the Bank competes.
NOTE: Only shortlisted candidates will be contacted.
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