Relationship Manager - HNI Banking

Relationship Manager - HNI Banking

Posted: Nov 2, 2026 Expires: Nov 9, 2026

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Maurice Xandra Solutions is a management consulting company that renders quality services in Human Resource, Management and Process improvement. MXS Limited was set up to provide high quality, up to date training, team management and process improvement services for its clients.

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Relationship Manager - HNI Banking

• Job Type Full Time
• Qualification BA/BSc/HND
• Experience 5 years
• Location Lagos
• Job Field Sales and Business Development

REPORTS TO - Group Head, HNI Banking

DEPARTMENT - High Net worth Individual Banking

SUMMARY

Our client is a prominent digital microfinance bank based in Lagos, seeking a Relationship Manager, HNI Banking to acquire and manage high-net-worth individual (HNI) clients by providing tailored financial solutions. The role focuses on strengthening client relationships, growing the HNI portfolio, and delivering exceptional, personalised banking services to drive customer satisfaction and business growth.

KEY RESPONSIBILITIES

• HNI Client Acquisition and Business Development

• Identify, target, and acquire High Net Worth Individuals (HNWIs) and affluent customers.

• Develop strategies to attract and retain premium banking customers.

• Build and maintain a strong pipeline of prospective HNI clients.

• Engage business owners, executives, professionals, entrepreneurs, investors, and top-tier individuals.

• Leverage personal networks, referrals, and strategic partnerships to generate new business opportunities.

• Achieve assigned deposit, investment, and revenue targets.

• Relationship Management

• Serve as the primary relationship contact for assigned HNI customers.

• Develop a deep understanding of clients' financial objectives and risk appetite.

• Maintain long-term relationships through proactive engagement.

• Conduct periodic portfolio and relationship reviews.

• Ensure timely response to client requests and inquiries.

• Deliver superior customer service and personalized banking experiences.

• Resolve customer issues promptly and professionally.

• Wealth and Investment Advisory

• Identify wealth accumulation and preservation opportunities for clients.

• Offer financial solutions aligned with clients' objectives.

• Promote the Bank's wealth management products and services.

• Recommend suitable investment opportunities within approved product offerings.

• Provide guidance on savings, fixed income products, investment plans, and treasury-related offerings.

• Collaborate with investment and treasury partners to provide value-added advisory services.

• Monitor investment performance and communicate updates to clients.

• Deposit Mobilization

• Mobilize large-value deposits from HNI and affluent customers.

• Increase low-cost and stable funding sources for the Bank.

• Promote:

• Savings Accounts

• Premium Current Accounts

• Fixed Deposits

• Investment-linked Deposit Products

• Structured Savings Solutions

• Grow assets under management and liabilities portfolio.

• Maintain strong account balances and relationship profitability.

• Market Intelligence and Business Insights

• Monitor economic, investment, and banking sector developments.

• Track competitor offerings targeted at affluent banking customers.

• Identify emerging wealth management trends.

• Gather customer feedback and recommend service improvements.

• Provide market insights to enhance product development and customer experience.

• Compliance and Risk Management

• Ensure full compliance with:

• CBN Regulations

• AML/CFT Requirements

• KYC Standards

• Data Protection Regulations

• Internal Policies and Procedures

• Conduct customer due diligence reviews.

• Escalate suspicious transactions appropriately.

• Ensure proper documentation and record management.

• Participate in audit and compliance reviews.

• Reporting and Performance Management

• Prepare relationship management and portfolio performance reports.

• Track achievement of assigned business targets.

• Monitor customer activity and profitability.

• Provide regular updates on client acquisition and retention efforts.

• Submit monthly, quarterly, and annual business reports.

• COMPETENCE REQUIREMENTS

• Strong relationship management and networking skills

• Excellent communication, presentation, and interpersonal skills

• High level of professionalism and discretion

• Strong sales and negotiation skills

• Financial advisory and wealth management knowledge

• Results-driven with strong attention to details.

• PREFERRED QUALIFICATIONS AND SKILLS/BACKGROUND

• Bachelor’s degree in Finance, Business Administration, Economics,

• or related field.

• Minimum of 5 years’ experience in banking, with exposure to HNI/wealth management

• Proven track record in sales, portfolio growth, or client acquisition

• Strong understanding of investment and banking products

• Relevant professional certifications (e.g., CIS, CFA, or equivalent) are an- advantage.

Application Question(s):

• Do you have a minimum of five years of banking experience, with exposure to HNI banking or wealth management?

• Do you have a proven track record of acquiring and managing high-net-worth clients and meeting deposit or investment targets?

• Do you have experience providing wealth management or investment solutions and managing large-value client portfolios?

• Do you have experience working with any of the following: ALAT (Wema Bank), GTCO (HabariPay), Access Bank (Hydrogen), ProvidusUnity Bank, or Parallex Bank?

• Check how your CV matches this job