Team Lead, Relationship Management - Private Banking at First Bank

Job Overview

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

Additional Details

Job ID
17443
Job Views
99

Job Description



Duties & Responsibilities



  • Provide specialist financial advice and support to HNI clients and ensure that their lifestyle and investment needs are met. 

  • Active Sale of Private Banking investment portfolio/services to meet clients’ needs

  • Understand the competition & formulate counter strategy to safeguard the Bank's position and win new businesses.

  • Manage and deepen relationships with existing and prospective HNI clients.

  • Win new accounts and resuscitate dormant relationships

  • Initiate structure of investment to meet client’s needs.

  • Ensure efficient service and maintenance of existing accounts.

  • Ensure zero tolerance for inactive/dormant accounts.


Qualifications



  • First Degree in any discipline with minimum of 2.2. or Higher National Diploma (HND) with minimum of Upper Credit

  • Minimum of 6 years working experience in banking or a related industry

  • Previous experience in asset management or investment Banking is an advantage


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


Knowledge:



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


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