About this role
Relationship Officer, UHNI (Private Banking) - Lagos
Job Type Full Time , Onsite Qualification BA/BSc/HND , Professional Certificate Experience 3 - 4 years Location Lagos 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
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Excellent customer relationship development/management
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Strong customer service orientation
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Knowledge and understanding of Private Banking, Wealth Management, and the Retail market.
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Products Knowledge.
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Presentation and Selling skills.
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Credit appraisal and analysis Skills.
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Good negotiation, problem-solving and conflict resolution.
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Excellent communication and interpersonal skills
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High level of professionalism and discretion
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Attention to detail.
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