Private Banking/Wealth Acquisition Officer at Ultraviolet Microfinance Bank

Job Overview

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

Additional Details

Job ID
140866
Job Views
51

Job Description

  • Application Deadline:
  • Position: Private Banking/Wealth Acquisition Officer


  • Job Type Full Time , Onsite


  • Qualification BA/BSc/HND


  • Experience 3 - 8 years


  • Location Abuja



  • Job Field Banking 









Responsibilities




  • Identify and onboard high-net-worth individuals and affluent customers.

  • Mobilize and manage large-value deposits and investment funds.

  • Promote private banking, savings, investment, and treasury products.

  • Achieve assigned deposit and revenue targets.

  • Build and maintain long-term relationships with private banking clients.

  • Serve as the primary point of contact for assigned HNI customers.

  • Provide personalized banking solutions tailored to clients’ financial goals.

  • Conduct regular portfolio reviews and client engagement meetings.

  • Advise clients on suitable savings, fixed deposit, investment, and loan products.

  • Cross-sell banking services such as loans, e-channels, and payment solutions.

  • Educate clients on available products and market opportunities.

  • Identify credit needs of private banking clients.

  • Support loan application processes and documentation.

  • Monitor credit facilities to ensure timely repayment.

  • Ensure full compliance with KYC, AML/CFT, and regulatory guidelines.

  • Maintain accurate documentation and customer records.

  • Protect customer confidentiality and uphold ethical standards.



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