Team Lead, Wealth Management Specialis

  • Full Time
  • Lagos
  • company standard NGN / Month

Website First Bank of Nigeria Limited

Our new refreshed corporate identity retains the elephant.......

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
  • People management
  • Relationship Management skills

Knowledge

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

NOTE: Only shortlisted candidates will be contacted.

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

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