Career Opportunities at First Bank

Job Identification: 70
Location: Port Harcourt, Rivers
Job Schedule: Full time

Job Description

• Supervise activities of front office, middle office and back office staff to ensure timely and efficient service delivery to Private Banking clients.
• Oversee and ensure the flow of client’s transactions and investments portfolio is in accordance with client’s mandate.
• Promote the education of clients in the wealth management space, providing personal financial advisory services that enhance the investment decisions.
• Review client profiles to ensure investments are in accordance with mandates, risk profiles and risk appetites.
• Promote the sales and services culture through coaching, guidance and staff motivation.
• Actively participate in the development of budgets and target as they relate the Private Banking business and ensure achievement of monthly and annual targets.
• Authorize capital and current expenditure for the Hub as approved by the GH.
• Ensure Hub operating cost is within approved budget
• Ensure zero tolerance for inactive/dormant accounts
• 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.

Requirements
Education:

• Minimum 2:2 undergraduate degree;
• Preference for postgraduate business or related degree or other professional qualification (though not mandatory);
• Training in Portfolio Management and Asset Allocation
• Training in Customer Profiling and Risk Assessments

Experience:

• Minimum 10 years working experience in banking or a related industry
• Previous experience in Asset & Wealth Management or Investment Banking is an advantage

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Job Identification: 7

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

go to method of application »

Job Identification: 4

Job Description

• Supervise activities of front office, middle office and back office staff to ensure timely and efficient service delivery to Private Banking clients.
• Oversee and ensure the flow of client’s transactions and investments portfolio is in accordance with client’s mandate.
• Promote the education of clients in the wealth management space, providing personal financial advisory services that enhance the investment decisions.
• Review client profiles to ensure investments are in accordance with mandates, risk profiles and risk appetites.
• Promote the sales and services culture through coaching, guidance and staff motivation.
• Actively participate in the development of budgets and target as they relate the Private Banking business and ensure achievement of monthly and annual targets.
• Authorize capital and current expenditure for the Hub as approved by the GH.
• Ensure Hub operating cost is within approved budget
• Ensure zero tolerance for inactive/dormant accounts
• 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.

Requirements
Education:

• Minimum 2:2 undergraduate degree;
• Preference for postgraduate business or related degree or other professional qualification (though not mandatory);
• Training in Portfolio Management and Asset Allocation
• Training in Customer Profiling and Risk Assessments

Experience:

• Minimum 10 years working experience in banking or a related industry
• Previous experience in Asset & Wealth Management or Investment Banking is an advantage

go to method of application »

Job Identification: 6

Job Description

• 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.

Qualifications

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

Knowledge:

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

go to method of application »

Job Identification: 8

Job Description

• Work with relevant departments to maintain consistent look and feel of Private Banking lounges in Lagos, Abuja, and Port Harcourt.
• Interface with Marketing & Corporate Communications for update and production of brochures and marketing collaterals for Private Banking clients.
• Manage concierge services and liaise with service providers to ensure seamless service delivery to PB clients.
• Manage relationships with merchant partners to enhance PB client experience.
• Gathering of market/competitor intelligence for relevant innovations and trends both locally and offshore which influences PB customers.
• Ensure that the Private Banking brand remains distinct and aspirational at all times.  
• Manage platforms for collaboration with FBN UK and other partners.
• Maintain oversight of the Private Banking website by liaising with administrators.
• Manage the Private Banking concierge services upon launch and manage relationships with lifestyle merchant partners.
• To liaise with Private Bankers, customers and other stakeholders to identify new trend and value propositions.
• Identify opportunities for new or improvements of existing products and services through deep understanding of customers’ needs and feedback on current services offered

Qualifications

• Minimum experience – 5- 7 years’ experience in Banking/Finance and Portfolio management
• First Degree in any discipline with minimum of 2.2. or Higher National Diploma (HND) with minimum of Upper  Credit.

Knowledge:

• Solid understanding of the Client Value Proposition and experience

Skill/Competencies:

• Strong analytical skill
• A specialist in user driven innovation who can translate customer needs and insights into feature sets
• An experienced concept development and co-creation facilitator
• In-depth knowledge of high end lifestyle and luxury products/services for HNIs/UHNIs