First Bank of Nigeria is a Nigerian multinational bank and financial services company headquartered in Lagos. It is the biggest bank in Nigeria by total deposits and gross earnings.
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FBN operates a network of over 750 business locations across Africa, the United Kingdom and representative offices in Abu Dhabi, Beijing and Johannesburg set up to capture trade-related business between geographies.
Applications are invited from interested and qualified candidates to apply to fill the career opportunities at First Bank of Nigeria (FBN).
Table of Contents
Portfolio Manager
Job Specifications:
- Full Time
- Required Qualifications: BA/BSC/HND
- Location: Lagos | Nigeria. See other Jobs in Lagos
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Job Description:
To handle operational and research activities within the middle-office which provide support to Private Banking sales teams in all locations, enabling them to deliver customized solutions to all clients.
DUTIES & RESPONSIBILITIES
Transactional: •
- Processing Private Banking clients’ transactions including liaising with other units, product houses and subsidiaries of the First Bank group to process Private Banking clients’ transactions promptly.
- Anchoring all transactions related to asset management, real estate purchase/finance, credits, safety deposits, trust services, offshore investments and others as defined by Head Portfolio management or GH Private Banking
- Preparing all wealth management proposals on behalf of Private Banking clients and ensuring that these are error-free and of high standards.
- Issuing and signing of Private Banking clients’ investment confirmation and certificates
Operational
- Conducting research on Investment & wealth management products and liaising with FBN Quest and other research providers for updated information on equity, bond and money markets.
- Updating and disseminating information to private Banking team on available products and services as well as market trends Monthly update of client product utilization to feed the Asset Holding Report for FBN Private Banking.
- Structuring ideal portfolios for Private Banking clients further to discussing with Relationship Managers, reviewing customer information details, and leveraging other First Bank subsidiaries
- Generating portfolio reports and account statements for Private Banking clients as required
- Generating periodic reports to meet monitoring and reporting requirements of First Bank Private Banking. ”
- Ensuring prompt and efficient processing of client mandates
- Monitoring loans booked by the back office and updating clients’global position report.
- Verifying customer trades via online portal and updating portfolio status of clients
- Maintaining good working relationships with other teams, units, and subsidiaries
- Leveraging good relationship with product houses such as FBN Capital, FBN Mortgages, FBN Trustee etc. to ensure efficiency in processing Private Banking transactions
- Developing relationships with research and regulatory bodiesto ensure that the unit is well informed and complies with allregulatory requirements at all times.
Others “
- Ensuring the documentation of all safe custody items
- Ensuring securities certification and release of pledged securities
- Escalation of all material, unusual or difficult transactions to Head Portfolio Management
- All other functionsas assigned by the head Portfolio Manager,Head Private Banking location and EVP Private Banking.
Qualifications and Requirements:
- Minimum Bachelor’s degree in relevant field
- Master’ s degree in business, finance or similar strongly preferred.
- CFA) /ICAN or ACCA/Chartered Alternative Investment Analyst qualification strongly preferred.
Experience
- 3 years middle office background (financial Services preferred).
2023 ONGOING JOBS
Team Lead, Wealth Management
Job Specifications:
- Full Time
- Required Qualifications: BA/BSC/HND
- Location: Lagos | Nigeria. See other Jobs in Lagos
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Are you an Employer? Click HERE to Post A Job
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 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.
Qualification and Requirement:
- 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
Skill/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.
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Wealth Management Specialist - Lagos
Job Specifications:
- Full Time
- Required Qualifications: BA/BSC/HND
- Location: Lagos | Nigeria. See other Jobs in Lagos
- Join this Group to receive Job Alerts on WhatsApp, Click HERE
Are you an Employer? Click HERE to Post A Job
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.
Qualification and Requirement:
- First Degree in any discipline with minimum of 2.2. or Higher National Diploma (HND) with minimum of Upper Credit.
Experience:
Minimum Experience: 4-6 years’ experience in Banking/Finance.
Required Knowledge:
- Banking structure, policies and procedures.
- Banking services/products
- Treasury and investment products
- Wealth Management products
Required Skill/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.
Wealth Management Specialist - Abuja
Job Specifications:
- Full Time
- Required Qualifications: BA/BSC/HND
- Location: Abuja | Nigeria. See other Jobs in Abuja
- Join this Group to receive Job Alerts on WhatsApp, Click HERE
Are you an Employer? Click HERE to Post A Job
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.
Qualification and Requirement:
- First Degree in any discipline with minimum of 2.2. or Higher National Diploma (HND) with minimum of Upper Credit.
Experience:
Minimum Experience: 4-6 years’ experience in Banking/Finance.
Required Knowledge:
- Banking structure, policies and procedures.
- Banking services/products
- Treasury and investment products
- Wealth Management products
Required Skill/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
Wealth Management Specialist - Port Harcourt
Job Specifications:
- Full Time
- Required Qualifications: BA/BSC/HND
- Location: Rivers | Nigeria. See other Jobs in Rivers
- Join this Group to receive Job Alerts on WhatsApp, Click HERE
Are you an Employer? Click HERE to Post A Job
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.
Qualification and Requirement:
- First Degree in any discipline with minimum of 2.2. or Higher National Diploma (HND) with minimum of Upper Credit.
Experience:
Minimum Experience: 4-6 years’ experience in Banking/Finance.
Required Knowledge:
- Banking structure, policies and procedures.
- Banking services/products
- Treasury and investment products
- Wealth Management products
Required Skill/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
Team Lead, Private Banking - Owerri
Job Specifications:
- Full Time
- Required Qualifications: BA/BSC/HND
- Location: Imo | Nigeria. See other Jobs in Imo
- Join this Group to receive Job Alerts on WhatsApp, Click HERE
Are you an Employer? Click HERE to Post A Job
Job Description:
- Provide specialist financial advice and support to HNI clients and ensure that their lifestyle and investment needs are met.
- Active Sale of Private Banking investment portfolio/services to meet clients’ needs
- Understand the competition & formulate counter strategy to safeguard the Bank’s position and win new businesses.
- Manage and deepen relationships with existing and prospective HNI clients.
- Win new accounts and resuscitate dormant relationships
- Initiate structure of investment to meet client’s needs.
- Ensure efficient service and maintenance of existing accounts.
- Ensure zero tolerance for inactive/dormant accounts.
Qualification and Requirement:
- First Degree in any discipline with minimum of 2.2. or Higher National Diploma (HND) with minimum of Upper Credit
- Minimum 6 years working experience in banking or a related industry
- Previous experience in asset management or investment Banking is an advantage
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
Knowledge
- Solid understanding of the Nigerian financial services sector and other non-bank financial services industries in which the Bank competes.
Join any of these WhatsApp Groups to receive Prompt Job Alert on WhatsApp
Team Lead, Private Banking - Ibadan
Job Specifications:
- Full Time
- Required Qualifications: BA/BSC/HND
- Location: Oyo | Nigeria. See other Jobs in Oyo
- Join this Group to receive Job Alerts on WhatsApp, Click HERE
Are you an Employer? Click HERE to Post A Job
Job Description:
- Provide specialist financial advice and support to HNI clients and ensure that their lifestyle and investment needs are met.
- Active Sale of Private Banking investment portfolio/services to meet clients’ needs
- Understand the competition & formulate counter strategy to safeguard the Bank’s position and win new businesses.
- Manage and deepen relationships with existing and prospective HNI clients.
- Win new accounts and resuscitate dormant relationships
- Initiate structure of investment to meet client’s needs.
- Ensure efficient service and maintenance of existing accounts.
- Ensure zero tolerance for inactive/dormant accounts.
Qualification and Requirement:
- First Degree in any discipline with minimum of 2.2. or Higher National Diploma (HND) with minimum of Upper Credit
- Minimum 6 years working experience in banking or a related industry
- Previous experience in asset management or investment Banking is an advantage
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
Knowledge
- Solid understanding of the Nigerian financial services sector and other non-bank financial services industries in which the Bank competes.
Team Lead, Private Banking - Kaduna
Job Specifications:
- Full Time
- Required Qualifications: BA/BSC/HND
- Location: Kaduna | Nigeria. See other Jobs in Kaduna
- Join this Group to receive Job Alerts on WhatsApp, Click HERE
Are you an Employer? Click HERE to Post A Job
Job Description:
- Provide specialist financial advice and support to HNI clients and ensure that their lifestyle and investment needs are met.
- Active Sale of Private Banking investment portfolio/services to meet clients’ needs
- Understand the competition & formulate counter strategy to safeguard the Bank’s position and win new businesses.
- Manage and deepen relationships with existing and prospective HNI clients.
- Win new accounts and resuscitate dormant relationships
- Initiate structure of investment to meet client’s needs.
- Ensure efficient service and maintenance of existing accounts.
- Ensure zero tolerance for inactive/dormant accounts.
Qualifications and Requirements:
- First Degree in any discipline with minimum of 2.2. or Higher National Diploma (HND) with minimum of Upper Credit
- Minimum 6 years working experience in banking or a related industry
- Previous experience in asset management or investment Banking is an advantage
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
Knowledge
- Solid understanding of the Nigerian financial services sector and other non-bank financial services industries in which the Bank competes.
Team Lead, Private Banking - Lagos
Job Specifications:
- Full Time
- Required Qualifications: BA/BSC/HND
- Location: Lagos | Nigeria. See other Jobs in Lagos
- Join this Group to receive Job Alerts on WhatsApp, Click HERE
Are you an Employer? Click HERE to Post A Job
Job Description:
- Provide specialist financial advice and support to HNI clients and ensure that their lifestyle and investment needs are met.
- Active Sale of Private Banking investment portfolio/services to meet clients’ needs
- Understand the competition & formulate counter strategy to safeguard the Bank’s position and win new businesses.
- Manage and deepen relationships with existing and prospective HNI clients.
- Win new accounts and resuscitate dormant relationships
- Initiate structure of investment to meet client’s needs.
- Ensure efficient service and maintenance of existing accounts.
- Ensure zero tolerance for inactive/dormant accounts.
Qualification and Requirement:
- First Degree in any discipline with minimum of 2.2. or Higher National Diploma (HND) with minimum of Upper Credit
- Minimum 6 years working experience in banking or a related industry
- Previous experience in asset management or investment Banking is an advantage
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
Knowledge
- Solid understanding of the Nigerian financial services sector and other non-bank financial services industries in which the Bank competes.
Join any of these WhatsApp Groups to receive Prompt Job Alert on WhatsApp
Team Lead, Private Banking - Asaba
Job Specifications:
- Full Time
- Required Qualifications: BA/BSC/HND
- Location: Delta | Nigeria. See other Jobs in Delta
- Join this Group to receive Job Alerts on WhatsApp, Click HERE
Are you an Employer? Click HERE to Post A Job
Job Description:
- Provide specialist financial advice and support to HNI clients and ensure that their lifestyle and investment needs are met.
- Active Sale of Private Banking investment portfolio/services to meet clients’ needs
- Understand the competition & formulate counter strategy to safeguard the Bank’s position and win new businesses.
- Manage and deepen relationships with existing and prospective HNI clients.
- Win new accounts and resuscitate dormant relationships
- Initiate structure of investment to meet client’s needs.
- Ensure efficient service and maintenance of existing accounts.
- Ensure zero tolerance for inactive/dormant accounts.
Qualification and Requirement:
- First Degree in any discipline with minimum of 2.2. or Higher National Diploma (HND) with minimum of Upper Credit
- Minimum 6 years working experience in banking or a related industry
- Previous experience in asset management or investment Banking is an advantage
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
Knowledge
- Solid understanding of the Nigerian financial services sector and other non-bank financial services industries in which the Bank competes.
Relationship Manager - (Private Banking) Onitsha
Job Specifications:
- Full Time
- Required Qualifications: BA/BSC/HND
- Location: Anambra | Nigeria. See other Jobs in Anambra
- Join this Group to receive Job Alerts on WhatsApp, Click HERE
Are you an Employer? Click HERE to Post A Job
Job Description:
- Manage and deepen relationships with both existing and prospective clients- High/Ultra-High Networth Individuals.
- Win new accounts and resuscitate dormant relationships.
- Profile Clients and drive the sales of Wealth Management and Investment Solutions Portfolio/services to meet client’s needs.
- Work closely with the Team Lead to implement appropriate marketing strategies aimed at positioning the Bank as Market Leaders in the high value segment business.
- Receive and ensure prompt execution of requests from Private Banking clients.
- Ensure client profitability by closely monitoring product utilization and transaction activities.
- Handle credit processing for clients including but not limited to providing support to the middle office in preparing credit requests.
- Initiate structuring of investment to meet client’s needs.
- Generate leads and work closely with the Team Lead to close business deals.
- Understand the competition & formulate counter strategy to safeguard the Banks position and win new business.
Qualification and Requirement:
- A good first degree from a reputable institution.
- Eligible candidates for the Private Banker role must have a minimum of 2 years’ banking experience in Private Banking, asset management or investment banking.
- Hands-on experience in managing ultra-high net worth clients.
- Track record of success and achievement in client origination and retention.
SKILLS/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
- Solid understanding of the Nigerian financial services sector and other non-bank financial services industries
Relationship Manager - (Private Banking) Kaduna
Job Specifications:
- Full Time
- Required Qualifications: BA/BSC/HND
- Location: Kaduna | Nigeria. See other Jobs in Kaduna
- Join this Group to receive Job Alerts on WhatsApp, Click HERE
Are you an Employer? Click HERE to Post A Job
Job Description:
- Manage and deepen relationships with both existing and prospective clients- High/Ultra-High Networth Individuals.
- Win new accounts and resuscitate dormant relationships.
- Profile Clients and drive the sales of Wealth Management and Investment Solutions Portfolio/services to meet client’s needs.
- Work closely with the Team Lead to implement appropriate marketing strategies aimed at positioning the Bank as Market Leaders in the high value segment business.
- Receive and ensure prompt execution of requests from Private Banking clients.
- Ensure client profitability by closely monitoring product utilization and transaction activities.
- Handle credit processing for clients including but not limited to providing support to the middle office in preparing credit requests.
- Initiate structuring of investment to meet client’s needs.
- Generate leads and work closely with the Team Lead to close business deals.
- Understand the competition & formulate counter strategy to safeguard the Banks position and win new business.
Qualification and Requirement:
- A good first degree from a reputable institution.
- Eligible candidates for the Private Banker role must have a minimum of 2 years’ banking experience in Private Banking, asset management or investment banking.
- Hands-on experience in managing ultra-high net worth clients.
- Track record of success and achievement in client origination and retention.
SKILLS/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
- Solid understanding of the Nigerian financial services sector and other non-bank financial services industries
Relationship Manager - (Private Banking) Owerri
Job Specifications:
- Full Time
- Required Qualifications: BA/BSC/HND
- Location: Imo | Nigeria. See other Jobs in Imo
- Join this Group to receive Job Alerts on WhatsApp, Click HERE
Are you an Employer? Click HERE to Post A Job
Job Description:
- Manage and deepen relationships with both existing and prospective clients- High/Ultra-High Networth Individuals.
- Win new accounts and resuscitate dormant relationships.
- Profile Clients and drive the sales of Wealth Management and Investment Solutions Portfolio/services to meet client’s needs.
- Work closely with the Team Lead to implement appropriate marketing strategies aimed at positioning the Bank as Market Leaders in the high value segment business.
- Receive and ensure prompt execution of requests from Private Banking clients.
- Ensure client profitability by closely monitoring product utilization and transaction activities.
- Handle credit processing for clients including but not limited to providing support to the middle office in preparing credit requests.
- Initiate structuring of investment to meet client’s needs.
- Generate leads and work closely with the Team Lead to close business deals.
- Understand the competition & formulate counter strategy to safeguard the Banks position and win new business.
Qualification and Requirement:
- A good first degree from a reputable institution.
- Eligible candidates for the Private Banker role must have a minimum of 2 years’ banking experience in Private Banking, asset management or investment banking.
- Hands-on experience in managing ultra-high net worth clients.
- Track record of success and achievement in client origination and retention.
SKILLS/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
- Solid understanding of the Nigerian financial services sector and other non-bank financial services industries
Join any of these WhatsApp Groups to receive Prompt Job Alert on WhatsApp
Relationship Manager - (Private Banking) Lagos
Job Specifications:
- Full Time
- Required Qualifications: BA/BSC/HND
- Location: Lagos | Nigeria. See other Jobs in Lagos
- Join this Group to receive Job Alerts on WhatsApp, Click HERE
Are you an Employer? Click HERE to Post A Job
Job Description:
- Manage and deepen relationships with both existing and prospective clients- High/Ultra-High Networth Individuals.
- Win new accounts and resuscitate dormant relationships.
- Profile Clients and drive the sales of Wealth Management and Investment Solutions Portfolio/services to meet client’s needs.
- Work closely with the Team Lead to implement appropriate marketing strategies aimed at positioning the Bank as Market Leaders in the high value segment business.
- Receive and ensure prompt execution of requests from Private Banking clients.
- Ensure client profitability by closely monitoring product utilization and transaction activities.
- Handle credit processing for clients including but not limited to providing support to the middle office in preparing credit requests.
- Initiate structuring of investment to meet client’s needs.
- Generate leads and work closely with the Team Lead to close business deals.
- Understand the competition & formulate counter strategy to safeguard the Banks position and win new business.
Qualification and Requirement:
- A good first degree from a reputable institution.
- Eligible candidates for the Private Banker role must have a minimum of 2 years’ banking experience in Private Banking, asset management or investment banking.
- Hands-on experience in managing ultra-high net worth clients.
- Track record of success and achievement in client origination and retention.
SKILLS/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
- Solid understanding of the Nigerian financial services sector and other non-bank financial services industries
Head of Hub, Port Harcourt (Private Banking Group)
Job Specifications:
- Full Time
- Required Qualifications: BA/BSC/HND
- Location: Rivers | Nigeria. See other Jobs in Rivers
- Job Alerts: To receive Job Alerts on WhatsApp, Click HERE
Are you an Employer? Click HERE to Post A Job
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.
Qualifications and Requirements:
- Minimum 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 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
Method of Application
Interested and qualified candidates should apply by clicking on the BUTTONS below.
Deadline: July 22, 2023
Check Intel Region Jobs for more Openings.
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