Team Lead, Private Banking (Asaba) at First Bank

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
8 days ago

Additional Details

Job ID
124036
Job Views
29

Job Description

  • Application Deadline:
  • Position: Team Lead, Private Banking (Asaba)


  • Job Type Full Time


  • Qualification BA/BSc/HND


  • Experience 8 - 12 years


  • Location Delta



  • City Asaba



  • Job Field Banking 










  • Provide specialist financial advice and support to HNI clients ensure that their lifestyle and investment needs are met. 

  • Active Sale of Private Banking investment portfolio/services to meet clients’ needs Understand the competition & formulate counter strategy to safeguard the Banks position and win new business. 

  • Manage and deepen relationships with existing and prospective HNI clients. 

  • Win new accounts and resuscitate dormant relationships 

  • Initiate structure of investment to meet client’s needs. 

  • Ensure efficient service and maintenance of existing accounts. 

  • Ensure zero tolerance for inactive/dormant accounts. 

  • Perform all other duties as assigned by the Head of Hub/GH 

  • As part of the Bank’s Information Security requirements, maintain the security of all Information entrusted to the staff and comply with the principles and policies in the Information Security Handbook.

  • Clear understanding of investment dynamics and lack of investment products in the market



JOB REQUIREMENTS:




  • Minimum Academic Qualification: First Degree or its equivalent in any discipline preferably business-related (Minimum of B.Sc. Second-Class Lower / HND Upper Credit)

  • Prior Banking experience in a market facing role as a Team Lead with minimum of 8-12 years’ experience in a similar role.

  • Proven track record of managing high-value client relationships and achieving sales targets

  • Strong analytical skills with the ability to assess financial statements and credit risk

  • Excellent communication and interpersonal skills, with a customer-centric approach



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