Wealth Management Specialist (Lagos, Abuja & Port Harcourt) at First Bank

Wealth Management Specialist (Lagos, Abuja & Port Harcourt)

Location: Nigeria
Job ID: 1117
Job Category: FBN GEN. JOB FAMILY
Degree Level: Bachelor’s Degree
Job Schedule: Full time
Job Shift: Day
Posting Date: 07/18/2024, 09:48 AM
Apply Before: 07/28/2024, 09:48 AM

First Bank

JOB DESCRIPTION

Duties & Responsibilities:

• Advise clients and Relationship Managers (RMs) to meet clients’ desired wealth management and investment objectives and increase the bank’s share of the client’s wallet.
• Play a key role in liaising with RMs to discuss clients’ wealth management requirements and ensure the flow of product knowledge.
• Drive the uptake of wealth products in a client-centric manner.
• Support Private Banking and Retail Affluent RMs in driving knowledge of wealth products and sales.
• Enhance customer experience through quality advice strategy, product offerings, and RM relationships.
• Work with the Team Lead to provide an independent opinion on the quality of clients’ existing investment portfolios and wealth needs.
• Determine clients’ risk appetite, investment preferences, and return expectations by partnering with RMs in client meetings.
• Provide relevant solutions based on clients’ needs/objectives.
• Liaise with product partners (FBN Quest, Trustees, and Insurance) to enhance clients’ experience.

Educational Requirements:

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

Experience:

• Minimum Experience: 4-6 years in Banking/Finance.

Required Knowledge:

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

Required Skills/Competencies:

• Interpersonal skills.
• Very good communication skills (written and oral).
• Self-solution driven and proactive.
• Attention to detail.
• Innovation and creative skills.
• Analytical, problem-solving, and decision-making skills.
• People management.
• Relationship management skills.

NOTE: Only shortlisted applicants will be contacted.

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