Team Lead, Wealth Management Job At First Bank

First Bank Recruitment 2021 Team Lead
  • Full Time
  • LAGOS, Nigeria
  • Applications have closed

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.


Wealth Management Specialist Job At First Bank Nigeria

Head of Hub Job Recruitment At First Bank (Private Banking Group)

Customer Value Proposition Manager Job At First Bank

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


  • 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


  • 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.