Team Lead, Wealth Management Job At First Bank

First Bank Recruitment 2021 Team Lead

First Bank Nigeria

First Bank of Nigeria Limited, is a Nigerian multinational bank and financial services company headquartered in Lagos Nigeria

Team Lead, Wealth Management (Private Banking Group) Job At First Bank

There is currently a Team Lead, Wealth Management (Private Banking Group) vacant position at First Bank Nigeria. Suitably qualified candidates should proceed to apply but must possess all the requirements stated for this position.

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Functions/ Responsibilities

  • 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 the 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, product offering, RM relationships.
  • Provide an independent opinion on the 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.

Requirements For Team Lead, Wealth Management Job

  • Qualifications
  • First Degree in any discipline with a minimum of 2.2. or Higher National Diploma (HND) with a 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

How To Apply For Team Lead, Wealth Management Job

  • Click the ‘Apply For Job’ button below.
  • Follow the application link displayed.
  • Create and verify an application account.
  • Complete your application by providing the requested details.
  • Submit your application.
  • Await notification for an interview if shortlisted.

Important Notice

The application deadline is 03/31/2021, 08:29 PM.

To apply for this job please visit hdbc.fa.em2.oraclecloud.com.