• Application Deadline: Sat, 10 May 2025 00:00:00 GMT
• Position: Wealth Management Specialist (Port Harcourt)



• Job Type Full Time



• Qualification BA/BSc/HND



• Experience 3 - 7 years



• Location Rivers




• City Port Harcourt




• Job Field Banking 
  
  

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.

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 financial services experience with a minimum of 3-7years of experience in wealth management or other 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