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.
Join Whatsapp Group to Receive Daily Alert of Jobs Vacancies
Test your IQ and Knowledge and Earn Money, Participation is free of Charge.
We are recruiting to fill the position below:
Job Title: Team Lead, Wealth Management
Job Identification: 857
Location: Lagos
Job Schedule: Full time
Job Description
The role entails taking ownership and providing leadership towards the delivery of:
- 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
Skills / 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
Positioning Yourself for Success as a Team Lead, Wealth Management at First Bank of Nigeria Limited
When applying for the position of Team Lead, Wealth Management at First Bank of Nigeria Limited, here are some tips to help you succeed:
- Understand the Company: Familiarize yourself with First Bank of Nigeria Limited’s core values of Entrepreneurship, Professionalism, Innovation, and Customer-Centricity (EPIC). Align your application materials with these values to demonstrate your fit with the company culture.
- Tailor Your Application: Customize your resume and cover letter to highlight your experience and accomplishments in wealth management. Emphasize your ability to provide advice, drive sales, and deliver excellent customer service.
- Showcase Leadership Abilities: Highlight your leadership experience and ability to lead a team. Demonstrate how you have motivated and guided team members to achieve growth and profitability targets.
- Focus on Relationship Management: Emphasize your skills in building and managing relationships with clients, Relationship Managers (RMs), and product partners. Showcase your ability to understand clients’ needs, determine risk appetite, and provide relevant solutions.
- Highlight Industry Knowledge: Demonstrate your understanding of banking structures, policies, and procedures. Showcase your knowledge of banking services/products, treasury and investment products, and wealth management products.
- Strong Communication Skills: Highlight your excellent written and oral communication skills. Demonstrate your ability to effectively convey information, build rapport with clients and colleagues, and present recommendations.
- Attention to Detail and Analytical Skills: Showcase your attention to detail, as well as your analytical, problem-solving, and decision-making skills. Provide examples of how you have used these skills to analyze investment portfolios and deliver quality advice.
- Display Innovation and Creativity: Highlight instances where you have introduced innovative strategies or creative solutions to drive sales, improve processes, or enhance customer experience in wealth management.
- Prioritize People Management: Emphasize your ability to lead, motivate, and develop a team. Showcase your skills in managing and mentoring team members to foster growth and achieve targets.
- Meet the Application Deadline: Ensure that you submit your application before the specified deadline. Pay attention to the time as well to meet the deadline requirements.
Remember to thoroughly research the role, demonstrate your qualifications, and align your application with the bank’s values. By showcasing your experience, skills, and knowledge effectively, you can increase your chances of success when applying for the position of Team Lead, Wealth Management at First Bank of Nigeria Limited.
Deadline
11th July, 2023; 20:59
Method of Application
NOTE: Only Shortlisted Candidates will be contacted
