First Bank of Nigeria Limited (FirstBank) is Nigeria’s largest financial services institution by total assets and gross earnings. With more than 10 million customer accounts, FirstBank has over 750 branches providing a comprehensive range of retail and corporate financial services.
The Bank has an international presence through its subsidiaries, FBN Bank (UK) Limited in London and Paris, FBNBank DRC, FBNBank Ghana, FBNBank Gambia, FBNBank Guinea, FBNBank Sierra-Leone and FBNBank Senegal, as well as its Representative Offices in Johannesburg, Beijing and Abu Dhabi.
TEAM LEAD, WEALTH MANAGEMENT SPECIALIST
Requisition ID: 18000010
Schedule: Regular
JOB DESCRIPTION
- 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.
QUALIFICATIONS
- First Degree in any discipline with minimum of 2.2. or Higher National Diploma (HND) with minimum of Upper Credit
- Minimum experience – 10 years’ experience in Banking/Finance
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
Knowledge:
- Banking structure, policies and procedures.
- Banking services/products
- Treasury and investment products
- Wealth Management products
CUSTOMER VALUE PROPOSITION MANAGER
Requisition ID: 18000012
Schedule: Regular
Shift: Standard
JOB DESCRIPTION
- Work with relevant departments to maintain consistent look and feel of Private Banking lounges in Lagos, Abuja, and Port Harcourt.
- Interface with Marketing & Corporate Communications for update and production of brochures and marketing collaterals for Private Banking clients.
- Manage concierge services and liaise with service providers to ensure seamless service delivery to PB clients.
- Manage relationships with merchant partners to enhance PB client experience.
- Gathering of market/competitor intelligence for relevant innovations and trends both locally and offshore which influences PB customers.
- Ensure that the 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 the Private Banking concierge services upon launch and manage relationships with lifestyle merchant partners.
- To liaise with Private Bankers, customers and other stakeholders to identify new trend and value propositions.
- Identify opportunities for new or improvements of existing products and services through deep understanding of customers’ needs and feedback on current services offered.
QUALIFICATIONS
- Minimum experience of 5 – 7 years’ experience in Banking/Finance and Portfolio management
- First Degree in any discipline with minimum of 2.2. or Higher National Diploma (HND) with minimum of Upper Credit.
Knowledge:
Solid understanding of the Client Value Proposition and experience.
SKILL/COMPETENCIES:
- Strong analytical skills
- A specialist in user driven innovation who can translate customer needs and insights into feature sets
- An experienced concept development and co-creation facilitator
- In-depth knowledge of high end lifestyle and luxury products/services for HNIs/UHNIs.
TEAM MEMBER – WEALTH MANAGEMENT SPECIALIST
Job ID: 18000011
Schedule: Regular
JOB DESCRIPTION
- 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.
QUALIFICATIONS
- First Degree in any discipline with minimum of 2.2. or Higher National Diploma (HND) with minimum of Upper Credit
- 4-6 years’ experience in Banking/Finance
Knowledge:
- Banking structure, policies and procedures.
- Banking services/products
- Treasury and investment products
- Wealth Management products
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
TO APPLY
Click on Preferred/Qualified Job Position Below:
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