Wealth Management Specialist Job At First Bank of Nigeria Limited

Wealth Management Specialist Job Vacancy At First Bank of Nigeria Limited

A Wealth Management Specialist job vacancy is currently available at First Bank of Nigeria Limited. Applications are hereby invited from suitably qualified individuals who possess all the below-listed criteria.

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Wealth Management Specialist Responsibilities

• Advise 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.
• Drive customer experience through quality advice strategy, products offering, RM relationships.
• Work with the Team lead, to 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

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

How To Apply

• Hit the ‘APPLY FOR JOB’ button below.
• Follow the displayed link to proceed to the First Bank of Nigeria Limited recruitment portal.
• Insert your active email address and hit the ‘NEXT’ button.
• Follow the onsite guideline to complete your application.
• Only the shortlisted candidates shall be invited for the next process.
• The application deadline is 26th October.