Wealth Management Specialist at First Bank

Job Description:

• 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.
• As part of the Bank’s Information Security requirements, maintain the security of all Information entrusted to the staff and comply with the principles and policies in the Information Security Handbook.

Job Requirements:

• A Minimum of 2:2 First degree (B.Sc, B.A etc) in any related field. 
• Minimum 2 to 3 years' work experience as a wealth management specialist 
• Previous experience in asset management or investment Banking is an advantage
• Solid understanding of the Nigerian financial services sector and other non- bank financial services industries in which the Bank competes