Wealth Management Specialist (Private Banking) at First Bank

Duties & Responsibilities

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

Educational Requirements

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

Experience:

• Minimum Experience: 4-6 years experience in Banking/Finance.

Required Knowledge:

• Banking structure, policies and procedures. 
• Banking services/products
• Treasury and investment products
• Wealth Management products

Required 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