Jobs at First Bank

Job Identification: 1676

Job Description

• Provide specialist financial advice and support to HNI clients ensure that their lifestyle and investment needs are met. 
• Marketing of Private Banking investment portfolio/services to meet clients’ needs
• Understand the competition & formulate counter strategy to safeguard the Banks position and win new business. 
• Manage and deepen relationships with existing and prospective HNI clients. 
• Win new accounts and resuscitate dormant relationships 
• Initiate structure of investment to meet client’s needs. 
• Ensure efficient service and maintenance of existing accounts. 
• Ensure zero tolerance for inactive/dormant accounts. 
• Perform all other duties as assigned by the Head of Hub/GH 
• 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

• Minimum Academic Qualification: First Degree or its equivalent in any discipline preferably business-related (Minimum of B.Sc. Second-Class Lower / HND Upper Credit)
• Prior Banking experience in a market facing role with minimum of 3-7years of experience as a Relationship Manager.
• Proven track record of managing high-value client relationships and achieving sales targets
• Strong analytical skills with the ability to assess financial statements and credit risk
• Excellent communication and interpersonal skills, with a customer-centric approach.

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Job Identification: 1675

Job Description

• Provide specialist financial advice and support to HNI clients ensure that their lifestyle and investment needs are met. 
• Marketing of Private Banking investment portfolio/services to meet clients’ needs
• Understand the competition & formulate counter strategy to safeguard the Banks position and win new business. 
• Manage and deepen relationships with existing and prospective HNI clients. 
• Win new accounts and resuscitate dormant relationships 
• Initiate structure of investment to meet client’s needs. 
• Ensure efficient service and maintenance of existing accounts. 
• Ensure zero tolerance for inactive/dormant accounts. 
• Perform all other duties as assigned by the Head of Hub/GH 
• 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

• Minimum Academic Qualification: First Degree or its equivalent in any discipline preferably business-related (Minimum of B.Sc. Second-Class Lower / HND Upper Credit)
• Prior Banking experience in a market facing role with minimum of 3-7years of experience as a Relationship Manager.
• Proven track record of managing high-value client relationships and achieving sales targets
• Strong analytical skills with the ability to assess financial statements and credit risk
• Excellent communication and interpersonal skills, with a customer-centric approach.

go to method of application »

Job Identification: 1675

Job Description

• Provide specialist financial advice and support to HNI clients ensure that their lifestyle and investment needs are met. 
• Marketing of Private Banking investment portfolio/services to meet clients’ needs
• Understand the competition & formulate counter strategy to safeguard the Banks position and win new business. 
• Manage and deepen relationships with existing and prospective HNI clients. 
• Win new accounts and resuscitate dormant relationships 
• Initiate structure of investment to meet client’s needs. 
• Ensure efficient service and maintenance of existing accounts. 
• Ensure zero tolerance for inactive/dormant accounts. 
• Perform all other duties as assigned by the Head of Hub/GH 
• 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

• Minimum Academic Qualification: First Degree or its equivalent in any discipline preferably business-related (Minimum of B.Sc. Second-Class Lower / HND Upper Credit)
• Prior Banking experience in a market facing role with minimum of 3-7years of experience as a Relationship Manager.
• Proven track record of managing high-value client relationships and achieving sales targets
• Strong analytical skills with the ability to assess financial statements and credit risk
• Excellent communication and interpersonal skills, with a customer-centric approach.

go to method of application »

Job Identification: 1673
Location: Abuja

Job Description

• Provide specialist financial advice and support to HNI clients ensure that their lifestyle and investment needs are met. 
• Marketing of Private Banking investment portfolio/services to meet clients’ needs
• Understand the competition & formulate counter strategy to safeguard the Banks position and win new business. 
• Manage and deepen relationships with existing and prospective HNI clients. 
• Win new accounts and resuscitate dormant relationships 
• Initiate structure of investment to meet client’s needs. 
• Ensure efficient service and maintenance of existing accounts. 
• Ensure zero tolerance for inactive/dormant accounts. 
• Perform all other duties as assigned by the Head of Hub/GH 
• 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

• Minimum Academic Qualification: First Degree or its equivalent in any discipline preferably business-related (Minimum of B.Sc. Second-Class Lower / HND Upper Credit)
• Prior Banking experience in a market facing role with minimum of 3-7years of experience as a Relationship Manager.
• Proven track record of managing high-value client relationships and achieving sales targets
• Strong analytical skills with the ability to assess financial statements and credit risk
• Excellent communication and interpersonal skills, with a customer-centric approach.

go to method of application »

Responsibilities

• Provide specialist financial advice and support to HNI clients ensure that their lifestyle and investment needs are met. 
• Active Sale of Private Banking investment portfolio/services to meet clients’ needs Understand the competition & formulate counter strategy to safeguard the Banks position and win new business. 
• Manage and deepen relationships with existing and prospective HNI clients. 
• Win new accounts and resuscitate dormant relationships 
• Initiate structure of investment to meet client’s needs. 
• Ensure efficient service and maintenance of existing accounts. 
• Ensure zero tolerance for inactive/dormant accounts. 
• Perform all other duties as assigned by the Head of Hub/GH 
• 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.
• Clear understanding of investment dynamics and lack of investment products in the market

Requirements

• Minimum 2:2 First Degree (B.Sc, B.A etc.) 
• Minimum of 8 - 12 years working experience in private banking or in a similar role.
• Previous experience in asset management or investment Banking is an advantage.

go to method of application »

Responsibilities

• Provide specialist financial advice and support to HNI clients ensure that their lifestyle and investment needs are met. 
• Active Sale of Private Banking investment portfolio/services to meet clients’ needs Understand the competition & formulate counter strategy to safeguard the Banks position and win new business. 
• Manage and deepen relationships with existing and prospective HNI clients. 
• Win new accounts and resuscitate dormant relationships 
• Initiate structure of investment to meet client’s needs. 
• Ensure efficient service and maintenance of existing accounts. 
• Ensure zero tolerance for inactive/dormant accounts. 
• Perform all other duties as assigned by the Head of Hub/GH 
• 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.
• Clear understanding of investment dynamics and lack of investment products in the market

Requirements

• Minimum 2:2 First Degree (B.Sc, B.A etc.) 
• Minimum of 8 - 12 years working experience in private banking or in a similar role.
• Previous experience in asset management or investment Banking is an advantage.

go to method of application »

Responsibilities

• Provide specialist financial advice and support to HNI clients ensure that their lifestyle and investment needs are met. 
• Active Sale of Private Banking investment portfolio/services to meet clients’ needs Understand the competition & formulate counter strategy to safeguard the Banks position and win new business. 
• Manage and deepen relationships with existing and prospective HNI clients. 
• Win new accounts and resuscitate dormant relationships 
• Initiate structure of investment to meet client’s needs. 
• Ensure efficient service and maintenance of existing accounts. 
• Ensure zero tolerance for inactive/dormant accounts. 
• Perform all other duties as assigned by the Head of Hub/GH 
• 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.
• Clear understanding of investment dynamics and lack of investment products in the market

Requirements

• Minimum 2:2 First Degree (B.Sc, B.A etc.) 
• Minimum of 8 - 12 years working experience in private banking or in a similar role.
• Previous experience in asset management or investment Banking is an advantage.

go to method of application »

Duties & Responsibilities

• 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.

Job 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

Education:

• 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 »

Duties & Responsibilities

• 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.

Job 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

Education:

• 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 »

Duties & Responsibilities

• 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.

Job 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

Education:

• 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 »

Duties & Responsibilities

• 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.

Job 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

Education:

• 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 »

Responsibilities
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.

Requirements

• Minimum Academic Qualification: First Degree or its equivalent in any discipline preferably business-related (Minimum of B.Sc. Second-Class Lower / HND Upper Credit)
• Prior financial services experience with a minimum of 3 - 7 years of experience in wealth management or other similar role.
• Proven track record of managing high-value client relationships and achieving sales targets
• Strong analytical skills with the ability to assess financial statements and credit risk
• Excellent communication and interpersonal skills, with a customer-centric approach.

go to method of application »

Responsibilities
Transactional:

• Processing Private Banking client’s transactions include liaising with other units, product houses and subsidiaries of the First Bank group to process Private Banking clients’ transactions promptly
• Anchoring all transactions related to asset management, real estate purchase / finance, credits, safety deposits, trust servicers, off-shore investments and others as defined by Head Portfolio management or GH Private Banking
• Preparing all wealth management proposals on behalf of Private Banking clients and ensuring that these are error-free and of high standards
• Issuing and signing of Private Banking client’s investment confirmative and certificates.

Operational:

• Conducting research on Investment & wealth management products and liaising with FBN Quest and other research providers for updated information on equity, bond and money markets. 
• Updating and disseminating information to private Banking team on available products and services as well as market trends
• Monthly update of client product utilization to feed the Asset Holding Report for FBN Private Banking.
• Structuring ideal portfolios for Private Banking clients further to discussing with Relationship Managers, reviewing customer information details and leveraging other First Bank subsidiaries 
• Generating mandates on behalf of clients for FBN Capital and other product houses for the purchase or sale of securities / assets
• Generating portfolio reports and account statements for Private Banking clients as required 
• Generating periodic reports to meet monitoring and reporting requirements of First Bank Private Banking.
• Updating global position on Private Banking clients to enable effective tracking and monitoring of client relationship 
• Ensuring prompt and efficient processing of client mandates 
• Monitoring loans booked by the back office and updating clients global position report
• Verifying customer trades via online portal and updating portfolio status of clients 
• Monitoring customer accounts and portfolios to ensure that they are well-funded and active.

Relational:

• Maintaining good working relationships with other teams, units and subsidiaries
• Leveraging good relationship with product houses such as FBN Capital, FBN Mortgages, FBN Trustee etc. to ensure efficiency in processing Private Banking transactions
• Developing relationships with research and regulatory bodies to ensure that the unit is well informed and complies with all regulatory requirements at all times. 

Others:

• Ensuring the documentation of all safe custody items
• Ensuring securities certification and release of pledged securities
• Ensuring that all client investment transactions are handled with efficiency and timelines  
• Escalate of all material, unusual or difficult transactions to Head Portfolio Management
• All other functions as assigned by the head Portfolio Manager, Head Private Banking location and EVP Private Banking
• Processing all investment transactions for all Private Banking hubs noting that the middle office is centralized to serve all Private Banking locations.

Requirements
Education:

• Minimum Bachelor’s Degree in relevant field 
• Master’s Degree in Business, Finance or similar strongly preferred
• Certified Financial Analyst (CFA) / Chartered Accountant (ICAN or ACCA) / Chartered Alternative Investment Analyst (CAIA) qualification strongly preferred .

Experience:

• 3 - 5 years middle office background (financial services) preferred.

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Job Identification: 1663

Responsibilities

• Work with relevant departments to maintain the consistent look and feel of the private banking lounges in Lagos, Abuja and Port Harcourt.
• Interface with Marketing and Corporate communication department for update and production of brochures and marketing collaterals for Private Banking customers.
• Manage concierge services and liaise with service providers to ensure seamless service delivery to PB clients.
• Manage relationships with merchant partners to enhance PB customers experience.
• Ensure that 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 concierge services upon launch and manage the relationship with merchant lifestyle partners.
• To liaise with Private Bankers, customers and stakeholders to identify new trends and value proposition.
• Identify opportunities for new or improvement of existing products and services through deep understanding of customers need and feedback on current services offered.
• 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

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