Private Banking Officers at Abbey Mortgage Bank Plc

Job Overview

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

Additional Details

Job ID
136556
Job Views
58

Job Description






Role:




  • The Private Banking Officer manages the financial needs Of high-net-worth individuals (HNWIS), providing personalized banking, investment advice, and wealth management services while building and maintaining strong client relationships.



Qualification:




  • Bachelor's degree in Finance, Economics, or related field (Master's preferred).

  • 3 years of experience in private banking or wealth management.

  • Knowledge of investment products, tax planning, and financial markets.

  • Strong communication, interpersonal, and problem-solving skills.

  • Proficiency in banking software and Microsoft Office.



Key Competencies:




  • Provide tailored financial solutions, including investment strategies and tax planning.

  • Maintain client relationships, offering portfolio reviews and advice on market trends.

  • Ensure compliance with AML and KYC regulations.

  • Identify new business opportunities to grow the client base.

  • Manage client portfolios and ensure proper risk management.



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