• Application Deadline:
• Position: Relationship Manager, Private Banking


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 7 years


• Location Lagos


• City Lagos Island


• Job Field Customer Care 
  

Role Summary

• The Relationship Manager, Private Banking will be accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement and lifestyle enhancement; this is achievedthrough an in-depth analysis of the client’s balance sheet so as to identify opportunities and match these opportunities to products/ solutions provided by the Bank.

Role Responsibilties

• Develop strategies to identify new clients through market segmentation and apply different approaches in targeting and selecting clients


• Establish relationships with product specialists and other internal stakeholders to customise product solutions for clients


• Lead business development activities for top clients/partners


• Maintain and cultivate long-term relationships with the customer


• Execute strategies for cross-selling and up-selling of products and services based on understanding of range of products and client analysis


• Advocate for a solution or idea that is a win-win for the organization and customer.


• Review client acceptance, Know Your Customer (KYC) and onboarding procedures including handling client documents


• Seek to improve customer metrics by applying benchmarks of customer management


• Manage a customer-centric research program that integrates economic and industry trends into the analysis


• Utilise knowledge of financial instruments to propose funding/ investment strategies as required


• Upsell and cross-sell products and services to clients.


• Research and pursue new business opportunities


• Cross-sell products by leveraging on FI relationships including coordinating with other business units and product specialists to market organisation's products and services for customised solutions


• Enhance clients' experience by providing timely information and advice to address their financial needs


• Handle High Net Worth clients by monitoring financing plans, coordinating, and resolving conflicts and managing expectations of involved parties.

What We Are Looking For

• Bachelor’s Degree in Business Administration or similar field


• Minimum of seven years relationship management experience in the Banking Sector.


• Ability to build and maintain client and business relationships


• Excellent communication and interpersonal skills


• Leadership and team management skills.


• Account management expertise


• Customer management and negotiation skills


• Ability to recognize and exploit business opportunities


• Strong Analytical skills


• Good conflict resolution and problem- solving skills


• High level of communication and interpersonal skills.


• Proficiency in Microsoft Office.


• Strong presentation skills


• Business Environment Analysis


• Business Negotiation


• Client Investment Suitability


• Credit Assessment


• Customer Acceptance Checking and Onboarding


• Customer Acquisition Management.