Wealth Management Specialist is needed at First Bank

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Nigeria Country Director is needed at International Alert
Senior Medical Officer is needed at Anadach Consulting

First Bank’s job vacancy, Career and Recruitment

Job title : Wealth Management Specialist jobs in Lagos

Job Location : Lagos

Deadline : October 26, 2021

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Job Identification: 224

Job Description

  • Advise clients and Relationship Managers to meet the clients‰Ûª desired wealth management and investment objectives and therefore increase the bank‰Ûªs share of the client‰Ûªs wallet.
  • Plays a key role in liaising with the RMs in discussing clients‰Ûª 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 an independent opinion on quality of clients‰Ûª existing investment portfolio and wealth needs.
  • Determine clients‰Ûª risk appetite, investment preferences and returns expectations by partnering with RMs in client meetings.
  • Provision of relevant solutions given client‰Ûªs needs/objectives.
  • Liaising with product partners (FBN Quest, Trustees and Insurance) to enhance clients‰Ûª experience.

Qualifications

  • First Degree in any discipline with minimum of 2.2. or Higher National Diploma (HND) with minimum of Upper Credit
  • 4-6 years‰Ûª experience in Banking/Finance

Knowledge:

  • Banking structure, policies and procedures.
  • Banking services/products
  • Treasury and investment product
  • Wealth Management products

*Accounting / Financial Services jobs in Nigeria

*Accounting / Financial Services jobs in Lagos

*Wealth Management Specialist in Lagos

How to Apply for this Offer

Interested and Qualified Candidates should Click here to Apply online

Nigeria Country Director is needed at International Alert
Senior Medical Officer is needed at Anadach Consulting

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