Relationship Manager - (Private Banking) at First Bank

DUTIES & RESPONSIBILITIES

• 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.

EDUCATION & EXPERIENCE

• 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 in which the Bank competes.