First Bank of Nigeria Limited (FirstBank) is Nigeria’s biggest monetary administrations organization by add up to resources and gross profit. With in excess of 10 million client accounts, FirstBank has more than 750 branches giving an exhaustive scope of retail and corporate money related administrations.

The Bank has global nearness through its backups, FBN Bank (UK) Limited in London and Paris, FBNBank DRC, FBNBank Ghana, FBNBank Gambia, FBNBank Guinea, FBNBank Sierra-Leone and FBNBank Senegal, and in addition its Representative Offices in Johannesburg, Beijing and Abu Dhabi.

TEAM LEAD, WEALTH MANAGEMENT SPE..T

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.

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