Wealth Management Specialist Job at First Bank of Nigeria Limited

First Bank of Nigeria Limited, is a Nigerian multinational bank and financial services company headquartered in Lagos Nigeria. It is the premier bank in West Africa with its impact woven into the fabric of society.

Application is invited to fill the position below;

Job Title: Wealth Management Specialist

Locations:   HEAD OFFICE, LAGOS, NG

Job Schedule: Full time

Job Identification: 6

JOB DESCRIPTION

  • 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.

Qualifications

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

Knowledge

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

How to Apply

Interested and qualified candidates should click below to apply

APPLY NOW

Application Deadline: Apply Before December 04 2020, 03:38 PM

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