Job Description

• Supervise activities of front office, middle office and back office staff to ensure timely and efficient service delivery to Private Banking clients.
• Oversee and ensure the flow of client’s transactions and investments portfolio is in accordance with client’s mandate.
• Promote the education of clients in the wealth management space, providing personal financial advisory services that enhance the investment decisions.
• Review client profiles to ensure investments are in accordance with mandates, risk profiles and risk appetites.
• Promote the sales and services culture through coaching, guidance and staff motivation.
• Actively participate in the development of budgets and target as they relate the Private Banking business and ensure achievement of monthly and annual targets.
• Authorize capital and current expenditure for the Hub.
• Ensure Hub operating cost is within approved budget.
• Ensure zero tolerance for inactive/dormant accounts.

Requirements
Education:

• Minimum of 2:2 Undergraduate Degree.
• Preference for postgraduate business or related degree or other professional qualification.
• Training in Portfolio Management and Asset Allocation
• Training in Customer Profiling and Risk Assessments

Experience:

• Minimum of 10 years working experience in banking or a related industry.
• Previous experience in Asset & Wealth Management or Investment Banking is an advantage.

Key Competency Requirements
Knowledge:

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

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.