Relationship Manager - Private Banker at First Bank

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
3 years ago

Additional Details

Job ID
17441
Job Views
90

Job Description

  • Application Deadline: Mon, 19 Sep 2022 00:00:00 GMT
  • Position: Relationship Manager - Private Banker

  • Job Type Full Time

  • Qualification BA/BSc/HND

  • Experience 2 years

  • Location Lagos

  • Job Field Banking 



Duties & Responsibilities



  • Manage and deepen relationships with both existing and prospective clients- High/Ultra-High Networth Individuals.

  • Win new accounts and resuscitate dormant relationships.

  • Profile Clients and drive the sales of Wealth Management and Investment Solutions Portfolio/services to meet client's needs.

  • Work closely with the Team Lead to implement appropriate marketing strategies aimed at positioning the Bank as Market Leaders in the high value segment business.

  • Receive and ensure prompt execution of requests from Private Banking clients.

  • Ensure client profitability by closely monitoring product utilization and transaction activities.

  • Handle credit processing for clients including but not limited to providing support to the middle office in preparing credit requests.

  • Initiate structuring of investment to meet client's needs.

  • Generate leads and work closely with the Team Lead to close business deals.

  • Understand the competition & formulate counter strategy to safeguard the Banks position and win new business.


Education & Experience



  • A good First Degree from a reputable institution.

  • Eligible candidates for the Private Banker role must have a minimum of 2 years' banking experience in relationship management, asset management or investment banking.

  • Hands-on experience in managing ultra-high net worth clients.

  • Track record of success and achievement in client origination and retention.


Skills / Competencies:



  • Portfolio Management

  • Financial Instruments Knowledge

  • Credit Assessment and Structuring

  • Marketing/ Sales

  • Business/ Product Development

  • Customer Relationship Management

  • Budget Planning & Control

  • Financial Analysis

  • Business/ Operational Strategy

  • Asset/Investment Management

  • Trust Administration

  • Solid understanding of the Nigerian financial services sector and other non-bank financial services industries in which the Bank competes.


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