Wealth Management Specialist at First Bank 

JOB TITLE: Wealth Management Specialist

JOB LOCATION: Ikoyi, Lagos

JOB DETAILS:

• 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.

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.

HOW TO APPLY
To apply for the ongoing First Bank job opening, visit the job APPLICATION PORTAL to submit your application!