• Nigeria


  • Permanent

  • Full-time

ICS Outsourcing Nigeria Limited – Our client, a leading financial institution, is recruiting to fill the position below:

Job Title: Relationship Manager – HNI

Location: Lagos

Employment Type: Full-time

Principal Duties and Responsibilities:

  • Source and participate in the acquisition of new clients to increase the teams’ market share of the client.
  • Solicit, develop, generate and manage full-service relationships with clients.
  • Maintain client database, keeping current client plans up-to-date and engaging new clients on an ongoing basis.
  • Provide expertise and professional investment advice using the best services and products available to ensure clients financial and non-financial goals are met.
  • Provide clients with a high level of individualized customer service consistent with their service needs and expectations.
  • Track client’s investments and give proactive suggestions to enhance the portfolio performance on a regular basis.
  • Continuous analysis of the competitive environment and identify/ monitor the product/service needs of the customer segment.
  • Keep abreast of new regulations or policies that may affect various investment decisions/strategies of clients.
  • Inform clients of new financial products and services and changes to legislation regarding their savings and investments.
  • Acquire a strong knowledge of financial markets, relevant legal, tax and regulatory issues as well as asset allocation models.
  • Develop products in line with the needs of clients.
  • Ensure that weekly and monthly activity status and performance reports for the unit are prepared for the attention of the Head of Department.
  • Ensure proper KYC procedures are in place and strictly adhered to.
  • Reactivation of dormant account
  • Promote sales through frequent client meetings and discussions covering new products, market and industry developments.
  • Develop strategic sales plan in coordination with other colleagues as appropriate
  • Comply with all Bank’s compliance requirements including KYC.

Minimum Qualifications:

  • First Degree or its equivalent.
  • Relevant professional qualifications
  • A relevant master’s degree/ MBA is an added advantage.
  • Minimum of 6 – 8 years cognate experience. Experience should typically be in credit/marketing, relationship management, treasury sales, private banking and funds management functions in the banking sector.

Competency and Skill Requirements:

  • Good understanding of treasury and private banking products/services.
  • Ability to generate income, grow customer base and manage strategic relationships with clients/ customers.
  • Strong marketing, relationship management and networking skills.
  • Strong client focus.
  • Strong communication and presentation skills.
  • High sense of responsibility, accountability and dependability.
  • Proven experience in building strong internal and external client relationships
  • Excellent selling and negotiation skills
  • Proven track record in customer development and retention
  • Excellent organizational skills
  • Ability to work with all levels of senior management
  • Ability to generate ideas and drive the development of new business
  • Excellent strategic planning skills
  • Possess the ability to mobilize internal networks and resources.

To Apply:

Interested and qualified candidates should send their CV to: with “Relationship Manager – HNI” as the subject of the mail.

Application Deadline: 10th September, 2021.

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