Team Lead, Wealth Management at First Bank

JOB DESCRIPTION

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 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, products offering, RM relationships.
• 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.

Qualifications

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