• Application Deadline: Tue, 11 Jul 2023 00:00:00 GMT
• Position: Wealth Management Specialist - Lagos


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 4 - 6 years


• Location Lagos


• Job Field Banking  , Finance / Accounting / Audit 
  

Duties & Responsibilities

• Advice clients and Relationship Managers to meet the clients’ desired wealth management and investment objectives and therefore increase the bank’s share of the client’s wallet.


• Plays a key role in liaising with the RMs in discussing clients’ wealth management requirements as well as ensure flow of product knowledge.


• Drive the uptake of wealth products in a client centric manner.


• Support Private Banking and Retail Affluent RMs to drive knowledge of wealth products and sales.


• Drive customer experience through quality advice strategy, products offering, RM relationships.


• Work with the Team lead, to provide independent opinion on quality of clients’ existing investment portfolio and wealth needs.


• Determine clients’ risk appetite, investment preferences and returns expectations by partnering with RMs in client meetings.


• Provision of relevant solutions given client’s needs/objectives.


• Liaising with product partners (FBN Quest, Trustees and Insurance) to enhance clients’ experience.

Educational Requirements:

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

Experience:

• Minimum Experience: 4-6 years’ experience in Banking/Finance.

Required Knowledge:

• Banking structure, policies and procedures. 


• Banking services/products


• Treasury and investment products


• Wealth Management products

Required Skill/Competencies:

• Interpersonal skills


• Very good Communications skills(written and oral)


• Must be self-solution driven and proactive


• Attention to details


• Innovation and Creative skills


• Analytical, problem solving and decision making Skills


• People management


• Relationship Management skills