Wealth Management Specialist at First Bank of Nigeria Limited

  • Full Time
  • Lagos

Website First Bank of Nigeria Limited

Wealth Management Specialist at First Bank of Nigeria Limited, Qualified candidates should see detail and apply. Click for more Jobs at First Bank of Nigeria Limited

 

Job Title: Wealth Management Specialist

Job Identification: 224
Location: Lagos

 

 

Wealth Management Specialist at First Bank of Nigeria Limited

 

Job Description

  • Advise 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 an 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
26th October, 2021.

 

Method of Application
Interested and qualified candidates should:
Click here to apply online

 

To apply for this job please visit hdbc.fa.em2.oraclecloud.com.

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