Affluent Banking - Private Banker at Stanbic IBTC

Job Overview

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

Additional Details

Job ID
9257
Job Views
101

Job Description

  • Application Deadline:
  • Position: Affluent Banking - Private Banker

  • Job Type Full Time

  • Qualification BA/BSc/HND

  • Experience

  • Location Lagos

  • Job Field Banking 



Career Area: Financial Services


About the Job



  • Accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement and lifestyle enhancement; this is achieved through 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 group.

  • Monitor the delivery of different groups (Wealth, Lending, and Transactional) as well as other specialist product and service providers against the customer plan.

  • Grow portfolio profitability through the utilization of available multi-channel delivery strategies, such as actively managing customer migration onto electronic banking channels.

  • Manage customer migration between segments, sub-segments and the Private Banking business.

  • Proactively and timeously identifies potential problem accounts and formulates appropriate risk mitigating strategies

  • Understand clients' risk profiles and maximizes the ‘risk vs. reward’ balance for individual clients by optimizing product mix

  • Comply with rules, regulations, and legislation governing the financial services industry.


Requirement



  • Candidates should possess relevant qualifications.


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