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First Bank of Nigeria Limited Recruitment is to fill the position below:
Job Title: Team Lead, Wealth Management
Job Identification: 857
Location: Lagos
Job Schedule Full time
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Job Description
The role entails taking ownership and providing leadership towards the delivery of:
- Wealth Management services and contribution to Private Banking’s achievement of P & L ambition.
- Provision of advice to 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.
- Provide leadership to the Wealth Advisory team to attain growth and profitability targets.
- Drive customer experience through quality advice strategy, products offering, RM relationships.
- Provide independent opinion on quality of client’s existing investment portfolio and wealth needs.
- Determine client’s 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.
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Qualifications
- First Degree in any discipline with minimum of 2.2. or Higher National Diploma (HND) with minimum of Upper Credit.
- Minimum experience – 10 years experience in Banking/Finance.
Skills / Competencies:
- Interpersonal skills.
- Very good Communications skills (written and oral).
- Must be self-solution driven and proactive
- Attention to details.
- Innovation and Creative skills.
- Analytical, problem solving and decision making Skills.
- People management.
- Relationship Management skills.
Knowledge:
- Banking structure, policies and procedures.
- Banking services/products.
- Treasury and investment products.
- Wealth Management products.
Application Closing Date
22nd July, 2023 at 09:03 PM.
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How To Apply:
Interested and qualified candidates should:
Click here to apply online
Note: Only shortlisted applicants will be contacted.
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