Job Description
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.
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.
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