Our client, a reputable Commercial Bank, seeks to hire Wealth Managers with Private Banking experience:
Roles:
a. Team Lead, Private Banking (Lagos, Abuja and Port Harcourt)
b. Team Member, Private Banking (Lagos, Abuja and Port Harcourt)
c. Team Member, Family Offices (Lagos, Abuja and Port Harcourt)
Reporting Line: Head, Private Banking
Unit: Private Banking
Division: Corporate and Investment Banking
Pay: Competitive and Negotiable
JOB OBJECTIVE:
To provide professional advice and services guides Private Banking clients’ wealth as efficiently as possible, through a wide range of propositions such as financial planning, investment management, and financial advice on business segment, retirement planning, trusts, inheritances etc.
SUPERVISES: Wealth Management and Financial Institutions
Responsibilities:
• Develop strategy for the effective delivery of wealth management services that is both beneficial to customers as well as the Bank.
• Conduct research/analysis and recommend enhancements to further develop and maintain an effective wealth management strategy based on life changes, economic changes, environmental changes.
• Conduct client meetings and effectively manage client relationships.
• Understand client business/investment objectives.
• Plan for future market advances, disruptions and downturns. in order to ensure advice is up-to-date and relevant to customers.
• Supervise the development of bespoke product offerings based on customer profiles.
• Ensure necessary training on new products within the group.
• Crete effective collaboration with key internal partners, industry analyst, and risk/legal stakeholders to ensure product offerings meet all required standard.
Required Competencies:
Core
• Financial Analysis
• Research orientation
• Marketplace Knowledge
• Analytical skills
• Products Development
• Key Accounts Management
• Product Knowledge
• Digitization
• Marketing
• Business Savvy
• Knowledge of extant regulations and guidelines
• Stakeholder management
• Innovation
• Knowledge of the Global Business Environment
General
• Risk Management
• Quality assurance
BEHAVIOURAL COMPETENCIES:
• Interpersonal relations
• Initiative
• Decision quality & Problem solving
• Time & Self-Management
ORGANISATIONAL COMPETENCIES:
• Attention to Detail (Excellence)
• Continuous Learning
• Drive for Results (Efficiency)
• Customer focus
PERSON SPECIFICATION/JOB PROFILE
• Ability to identify, meet and follow through with client’s needs and requirements.
• Must be a self-starter, problem-solver and a goal-oriented team player.
• Strong attention to detail.
• Able to perform multiple tasks efficiently.
• Show humble confidence when dealing with clients, be able to adjust style accordingly.
• Technology savvy and innovative.
EDUCATIONAL QUALIFICATION:
First degree, Additional/professional qualification in a financial related discipline
EXPERIENCE:
Minimum of 8 years cognate experience in same role.
Interested and qualified candidates should send their cvs to careers@kennediaconsulting.net, using role and location as subject of mail. Eg: Team member, Lagos.
Deadline: Jan 11, 2019
Roles:
a. Team Lead, Private Banking (Lagos, Abuja and Port Harcourt)
b. Team Member, Private Banking (Lagos, Abuja and Port Harcourt)
c. Team Member, Family Offices (Lagos, Abuja and Port Harcourt)
Reporting Line: Head, Private Banking
Unit: Private Banking
Division: Corporate and Investment Banking
Pay: Competitive and Negotiable
JOB OBJECTIVE:
To provide professional advice and services guides Private Banking clients’ wealth as efficiently as possible, through a wide range of propositions such as financial planning, investment management, and financial advice on business segment, retirement planning, trusts, inheritances etc.
SUPERVISES: Wealth Management and Financial Institutions
Responsibilities:
• Develop strategy for the effective delivery of wealth management services that is both beneficial to customers as well as the Bank.
• Conduct research/analysis and recommend enhancements to further develop and maintain an effective wealth management strategy based on life changes, economic changes, environmental changes.
• Conduct client meetings and effectively manage client relationships.
• Understand client business/investment objectives.
• Plan for future market advances, disruptions and downturns. in order to ensure advice is up-to-date and relevant to customers.
• Supervise the development of bespoke product offerings based on customer profiles.
• Ensure necessary training on new products within the group.
• Crete effective collaboration with key internal partners, industry analyst, and risk/legal stakeholders to ensure product offerings meet all required standard.
Required Competencies:
Core
• Financial Analysis
• Research orientation
• Marketplace Knowledge
• Analytical skills
• Products Development
• Key Accounts Management
• Product Knowledge
• Digitization
• Marketing
• Business Savvy
• Knowledge of extant regulations and guidelines
• Stakeholder management
• Innovation
• Knowledge of the Global Business Environment
General
• Risk Management
• Quality assurance
BEHAVIOURAL COMPETENCIES:
• Interpersonal relations
• Initiative
• Decision quality & Problem solving
• Time & Self-Management
ORGANISATIONAL COMPETENCIES:
• Attention to Detail (Excellence)
• Continuous Learning
• Drive for Results (Efficiency)
• Customer focus
PERSON SPECIFICATION/JOB PROFILE
• Ability to identify, meet and follow through with client’s needs and requirements.
• Must be a self-starter, problem-solver and a goal-oriented team player.
• Strong attention to detail.
• Able to perform multiple tasks efficiently.
• Show humble confidence when dealing with clients, be able to adjust style accordingly.
• Technology savvy and innovative.
EDUCATIONAL QUALIFICATION:
First degree, Additional/professional qualification in a financial related discipline
EXPERIENCE:
Minimum of 8 years cognate experience in same role.
Interested and qualified candidates should send their cvs to careers@kennediaconsulting.net, using role and location as subject of mail. Eg: Team member, Lagos.
Deadline: Jan 11, 2019
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