Wealth Management Specialist, Private Banking (Lagos & Abuja)

ABOUT THE COMPANY First Bank of Nigeria Limited, is a Nigerian multinational bank and financial services company headquartered in Lagos Nigeria. It is the premier bank in West Africa with its impact woven into the fabric of society. JOB SUMMARY RequirementsMinimum Bachelor’s degree in relevant field Master’s degree in business, finance or similar strongly preferredCertified Financial Analyst (CFA) / Chartered Accountant (ICAN or ACCA) / Chartered Alternative Investment Analyst (CAIA) qualification strongly preferred Experience 3-5 years middle office background (financial services) preferred RESPONSIBILITIES Transactional:Processing Private Banking client’s transactions include liaising with other units, product houses and subsidiaries of the First Bank group to process Private Banking clients’ transactions promptlyAnchoring all transactions related to asset management, real estate purchase / finance, credits, safety deposits, trust servicers, off-shore investments and others as defined by Head Portfolio management or GH Private BankingPreparing all wealth management proposals on behalf of Private Banking clients and ensuring that these are error-free and of high standardsIssuing and signing of Private Banking client’s investment confirmative and certificatesOperationalConducting research on Investment & wealth management products and liaising with FBN Quest and other research providers for updated information on equity, bond and money markets. Updating and disseminating information to private Banking team on available products and services as well as market trendsMonthly update of client product utilization to feed the Asset Holding Report for FBN Private Banking.RelationalMaintaining good working relationships with other teams, units and subsidiariesLeveraging good relationship with product houses such as FBN Capital, FBN Mortgages, FBN Trustee etc. to ensure efficiency in processing Private Banking transactionsDeveloping relationships with research and regulatory bodies to ensure that the unit is well informed and complies with all regulatory requirements at all times. OthersEnsuring the documentation of all safe custody itemsEnsuring securities certification and release of pledged securitiesEnsuring that all client investment transactions are handled with efficiency and timelines Escalate of all material, unusual or difficult transactions to Head Portfolio ManagementAll other functions as assigned by the head Portfolio Manager, Head Private Banking location and EVP Private Banking REQUIRED SKILLS Corporate banking, Ability to coordinate REQUIRED EDUCATION Bachelor's degree