• Application Deadline: Tue, 11 Jul 2023 00:00:00 GMT
• Position: Team Lead, Private Banking - Owerri


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 6 years


• Location Imo


• Job Field Banking 
  

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 6 years working experience in banking or a related industry


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

Skill/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.