Private Banking Executive

IKEJA, Lagos

Posted 11 days ago


Company:: CHANELLE MICROFIANCE BANK
Company Description:: A microfinance Bank licensed by the Central Bank of Nigeria to carryon financial services delivery. At Chanelle Microfinance Bank,we are dedicated to achieving your financial goals with personalized advice to your financial well being.
Contract Type:: Full Time
Experience Required:: 2 years
Education Level:: Bachelor
Gender:: Any
Number of vacancies:: 5

Job Description

The Private Banking Executive is responsible for managing and growing a portfolio of high-net-worth clients by providing tailored financial solutions and services. This role involves building strong relationships with clients, understanding their unique financial needs, and offering personalized investment advice and wealth management services.
Job Description
Responsibilities:
Ensure regular inflow of high-net-worth clients fixed deposit, investments and savings mobilization.
Develop and maintain strong, long-term relationships with high-net-worth clients.
Develop and implement strategies to achieve individual and team sales targets.
Maintain accurate records and documentation for all client relationships and transactions
Work closely with internal teams, including investment specialists, credit officers, and legal advisors, to deliver comprehensive solutions to clients.
Participate in team meetings and contribute to the development of the private banking strategy.

Requirements:
Minimum 2 years' experience in investment management, savings/ deposit mobilization
Minimum of HND academic qualification