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Wealth Management Specialist at First Bank of Nigeria Limited

About First Bank of Nigeria Limited

First Bank of Nigeria Limited is the leading bank in West Africa and deeply ingrained in society. Its culture revolves around four core values: Entrepreneurship, Professionalism, Innovation, and Customer-Centricity (EPIC). These values define the bank’s mindset, actions, and work ethic, enabling them to fulfill their vision of becoming Africa’s preferred bank. EPIC encapsulates their commitment to achieving results for each other, the bank, and themselves, fostering motivation and personal growth. Every decision and action taken by FirstBankers is guided by these values, emphasizing the importance of entrepreneurial spirit, professionalism, continuous innovation, and a customer-focused approach in their work.

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We are recruiting to fill the position below:

Job Title: Wealth Management Specialist

Job Identification: 856

Locations: Abuja; Lagos; and Port Harcourt, Rivers

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

  • First Degree in any discipline with minimum of 2.2. or Higher National Diploma (HND) with minimum of Upper Credit.

Experience:

  • Minimum Experience: 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.

Tips to help you be successful when Applying for the position of Wealth Management Specialist at First Bank of Nigeria Limited

To increase your chances of success when applying for the position of Wealth Management Specialist at First Bank of Nigeria Limited, consider the following tips:

  • Research the Role: Gain a thorough understanding of the responsibilities and requirements of a Wealth Management Specialist. Familiarize yourself with the specific products and services offered by First Bank of Nigeria in the wealth management space.
  • Highlight Relevant Experience: Tailor your resume and cover letter to showcase your experience in banking and finance, specifically in wealth management. Emphasize your knowledge of investment products, customer relationship management, and your ability to provide sound financial advice.
  • Showcase Your Skills: Highlight key skills that are essential for a Wealth Management Specialist, such as interpersonal skills, communication skills (both written and oral), attention to detail, problem-solving abilities, and relationship management skills. Provide specific examples of how you have demonstrated these skills in your previous roles.
  • Demonstrate Knowledge: Show your understanding of the banking industry, including its structure, policies, and procedures. Familiarize yourself with the current trends and developments in wealth management to demonstrate your commitment to staying informed and providing up-to-date advice to clients.
  • Customer-Centric Approach: First Bank of Nigeria values customer-centricity. Demonstrate your ability to understand and meet clients’ needs by highlighting your experience in delivering personalized wealth management solutions and ensuring a positive customer experience.
  • Be Proactive: Showcase your proactive nature and ability to take initiative. Highlight instances where you have identified opportunities, implemented improvements, or exceeded targets in your previous roles. This demonstrates your drive and determination to succeed in the position.
  • Research the Company: Familiarize yourself with First Bank of Nigeria Limited’s culture, values, and vision. Align your application materials with the bank’s core values of entrepreneurship, professionalism, innovation, and customer-centricity. Show how you can contribute to their vision of becoming Africa’s preferred bank.
  • Professional Networking: Leverage your professional network, if possible, to gain insights or referrals within First Bank of Nigeria Limited. Networking can provide valuable information and increase your visibility within the organization.
  • Prepare for Interviews: Anticipate potential interview questions and prepare thoughtful responses that highlight your relevant experience, skills, and knowledge. Demonstrate your passion for wealth management and your alignment with the bank’s values and culture.
  • Follow Up: After submitting your application or attending an interview, send a thank-you note to express your appreciation for the opportunity and reiterate your interest in the position. This simple gesture demonstrates your professionalism and can leave a positive impression.

Remember, success in your application for the position of Wealth Management Specialist requires a combination of relevant experience, skills, knowledge, and a strong alignment with the bank’s values. By preparing thoroughly and showcasing your qualifications effectively, you can increase your chances of securing the role.

Deadline

11th July, 2023.

Method of Application

NOTE: Only Shortlisted Candidates will be contacted

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