job description - Private Banker (Relationship Manager)
- Maintain relationships and generate new HNI Leads. Consult all HNI regarding financial requirements.
- Recommend products and services inclusive of credit structures. Develop loan packages for credit review as well as underwriting.
- Evaluate financial, tax plus credit needs of all customers.
- Monitor customers' changing requirements and recommend strategies to utilize organization products and services.
- Prepare customer base by servicing existing clients and cross- selling products.
- Develop new business by interacting with external resources and inform about changing market conditions.
- Supervise bank operations suitably to include personal banking relations, client service operations and problem resolution.
- Ensure customer satisfaction by contact as well as maintenance of relationship.
- Maintain and update knowledge of banking products along with financial or investment services and knowledge of industries or market areas served.
- Upgrade on latest developments plus market trends to identify and service client needs.
Requirements
- B.Sc. in Finance, Accounting, or other related Social Sciences.
- 5 - 7 years' Experience in the Banking Sector with at least 3 years in Private Banking.
- Good knowledge of leading practices in financial operational services
- Basic knowledge of book-keeping and accounting
- Knowledge of Abbey's product and services
- Adequate knowledge of financial services industry and the mortgage and retail/small business banking sub-sectors in particular
- Good knowledge of banking operations.
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About the company
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one of the best Primary Mortgage Institutions in Nigeria, with over 26 years of experience providing mortgages for both individuals and corporate organizations so you have come to the right place. We
