Investment Banking/Business Development Officer at Ultraviolet Microfinance Bank

Job Overview

Location
Lagos, FCT
Job Type
Full Time
Date Posted
5 months ago

Additional Details

Job ID
135613
Job Views
108

Job Description






Responsibilities:



Client Relationship Management:




  • Manage and grow a portfolio of high-net-worth clients through personalized financial services.

  • Build trusted relationships by offering customized banking, lending, and investment solutions.

  • Conduct regular client reviews to understand evolving financial goals and identify new opportunities.

  • Ensure high standards of client service, responsiveness, and confidentiality.



Financial Advisory & Planning:




  • Provide financial advice on a broad range of products including wealth planning, structured products, credit solutions, and investment portfolios.

  • Collaborate with internal teams (investment advisors, credit analysts, legal/compliance, etc.) to develop and implement holistic financial strategies.

  • Help clients understand risk profiles and guide them in portfolio structuring and diversification.



Business Development:




  • Identify and onboard new high-net-worth clients through referrals, networking, and targeted marketing.

  • Maintain a strong external presence and network with potential clients, centers of influence, and professional advisors.

  • Achieve assigned revenue and asset growth targets.



Compliance & Risk Management:




  • Ensure all banking activities comply with internal policies, regulatory requirements, and anti-money laundering (AML) guidelines.

  • Conduct appropriate due diligence and Know Your Customer (KYC) assessments.

  • Monitor client accounts for irregularities or signs of financial risk.



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