Team Member – Wealth Management Specialist 483 views

Company Overview

First Bank of Nigeria Limited (FirstBank) is Nigeria’s largest financial services institution by total assets and gross earnings. With more than 10 million customer accounts, FirstBank has over 750 branches providing a comprehensive range of retail and corporate financial services. The Bank has international presence through its subsidiaries, FBN Bank (UK) Limited in London and Paris, FBNBank DRC, FBNBank Ghana, FBNBank Gambia, FBNBank Guinea, FBNBank Sierra-Leone and FBNBank Senegal, as well as its Representative Offices in Johannesburg, Beijing and Abu Dhabi.

Position Summary

Job Description

  • 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
  • People management
  • Relationship Management skills

Knowledge:

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

Method of Application

  • All interested and qualified candidates should click the link below to apply.
  • All applications must be completed and submitted online
  • Only shortlisted candidate will be contacted for further correspondence.
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