Team Member - Wealth Management Specialist at First Bank of Nigeria Limited (Abuja & Rivers)

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Full Time Jobs

Abuja Port Harcourt Rivers

Posted 3 years ago

We are recruiting to fill the position below:

Job Title: Team Member – Wealth Management Specialist

Job Identification: 666
Locations: Abuja & Port Harcourt, Rivers
Job Shift: Day
Job Schedule: Full time

Duties & Responsibilities

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.

Educational Requirements and Experience

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

Required Knowledge: