Team Member – Wealth Management Specialist at First Bank of Nigeria Limited (Abuja & Rivers)

Job Expired

Team Member – Wealth Management Specialist 

Job Identification: 666
Locations: Abuja & Port Harcourt, Rivers
Job Shift: Day
Job Schedule: Full time

Duties & Responsibilities

  • 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.

Educational Requirements and Experience

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

Required Knowledge:

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

Required 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

Application Deadline
16th September, 2022; 11:12


Method of Application

Interested and qualified candidates should:
Click here to apply online

Note: Only shortlisted candidates will be contacted.

More Information

  • This job has expired!
Share this job

Leave a comment

Subscribe to our newsletter!

[newsletter_form type="minimal"]