Relationship Manager, Private Banking at Fosad Consulting Limited

Fosad Consulting, LLC. is a professional services firm established to provide quality consulting services to desiring clients, whose primary objective is to focus their management and technical resources on their core competence.

We are recruiting to fill the position below:

Job Title: Relationship Manager, Private Banking

Location: Lagos Island, Lagos
Employment Type: Full-time

Role Summary

• The Relationship Manager, Private Banking will be accountable for developing and implementing an integrated customer marketing plan, which addresses wealth creation, wealth preservation, wealth enhancement and lifestyle enhancement; this is achievedthrough an in-depth analysis of the client’s balance sheet so as to identify opportunities and match these opportunities to products/ solutions provided by the Bank.

Role Responsibilties

• Develop strategies to identify new clients through market segmentation and apply different approaches in targeting and selecting clients
• Establish relationships with product specialists and other internal stakeholders to customise product solutions for clients
• Lead business development activities for top clients/partners
• Maintain and cultivate long-term relationships with the customer
• Execute strategies for cross-selling and up-selling of products and services based on understanding of range of products and client analysis
• Advocate for a solution or idea that is a win-win for the organization and customer.
• Review client acceptance, Know Your Customer (KYC) and onboarding procedures including handling client documents
• Seek to improve customer metrics by applying benchmarks of customer management
• Manage a customer-centric research program that integrates economic and industry trends into the analysis
• Utilise knowledge of financial instruments to propose funding/ investment strategies as required
• Upsell and cross-sell products and services to clients.
• Research and pursue new business opportunities
• Cross-sell products by leveraging on FI relationships including coordinating with other business units and product specialists to market organisation's products and services for customised solutions
• Enhance clients' experience by providing timely information and advice to address their financial needs
• Handle High Net Worth clients by monitoring financing plans, coordinating, and resolving conflicts and managing expectations of involved parties.

What We Are Looking For

• Bachelor’s Degree in Business Administration or similar field
• Minimum of seven years relationship management experience in the Banking Sector.
• Ability to build and maintain client and business relationships
• Excellent communication and interpersonal skills
• Leadership and team management skills.
• Account management expertise
• Customer management and negotiation skills
• Ability to recognize and exploit business opportunities
• Strong Analytical skills
• Good conflict resolution and problem- solving skills
• High level of communication and interpersonal skills.
• Proficiency in Microsoft Office.
• Strong presentation skills
• Business Environment Analysis
• Business Negotiation
• Client Investment Suitability
• Credit Assessment
• Customer Acceptance Checking and Onboarding
• Customer Acquisition Management.

Application Closing Date
Not Specified.