Relationship Officer, UHNI (Private Banking) - Abuja

Relationship Officer, UHNI (Private Banking) - Abuja

Access Bank Plc is a full service commercial Bank operating through a network of about 366 branches and service outlets located in major centres across Nigeria, Sub Saharan Africa and the United Kingdom. Listed on the Nigerian Stock Exchange in 1998, the Bank serves its various markets through 4 business segments: Personal, Business, Commercial and Corpor...

Job Type Full Time , Onsite Qualification BA/BSc/HND , Professional Certificate Experience 3 - 4 years Location Abuja Job Field Banking , Sales and Business Development

Job Overview

• To grow the bank’s UHNI customer base by acquisition of new customers via direct cold calls, referrals and leveraging the bank’s value chain whilst sustaining existing relationships.

Key Responsibilities

• Actively source, prospect, and acquire new UHNI clients, leveraging existing networks and professional referrals.
• Prepare call plans.
• Follow through to ensure identified prospects are converted.
• Identify customer needs and proactively seek to provide products/ services to meet the anticipated needs.
• Participate in regular review of customer segment marketing strategies / customer plans and make appropriate improvement suggestions.
• Pay regular visits / make calls to key decision makers in the value chain of existing customers with a view to improving or maintaining good relationships.
• Develop competences as might be required by the bank, Group Head and Relationship Manager.
• Monitor and evaluate own portfolio performance.
• Perform other duties as assigned by the Relationship Manager and/or Group Head, Private Banking.

Qualifications & Experience

• Bachelor's degree in any relevant field.
• Minimum 3-4 years of relevant experience.
• Relevant professional certification will be an added advantage.

Skills/Competencies:

• Required skills:
• Excellent customer relationship development/management
• Strong customer service orientation
• Knowledge and understanding of Private Banking, Wealth Management, and the Retail market.
• Products Knowledge.
• Presentation and Selling skills.
• Credit appraisal and analysis Skills.
• Good negotiation, problem-solving and conflict resolution.
• Excellent communication and interpersonal skills
• High level of professionalism and discretion
• Attention to detail.

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