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Analyst, Segment Portfolio Management
About this role
Role focused on proactively managing and growing a high-potential Premium Banking portfolio in Lagos, delivering multi-currency wealth solutions and driving deposits, AUM, and revenue. Targets include strengthening client activation, retention, and cross-segment opportunities for affluent and priority clients.
What you would do
- Produce regular portfolio insights and actionable recommendations for Premium Banking management and frontline teams.
- Monitor health, growth and profitability metrics of the Premium Banking portfolio (deposits, AUM, revenue, client activity, dormancy, churn, and depth).
- Segment the portfolio to identify acquisition, activation, retention, reactivation, deepening and upgrade opportunities.
- Conduct product, channel and behavioural analysis to identify opportunities across wealth solutions.
- Develop dashboards, scorecards, business reviews and executive presentations highlighting performance, risks and required actions.
- Lead data-led campaigns and manage campaigns through approved platforms to acquire and deepen relationships with qualified clients.
What they are asking for
- Bachelor's Degree in Business Administration, Finance, Economics, Banking, Accounting, Statistics, Data Analytics or related field.
- 5-8 years' experience in Banking, Wealth Management, Portfolio Management, Business Analytics, Sales Performance Management or Customer Segmentation.
- Experience in Affluent, Priority, Wealth, Retail Banking or Client Relationship Management.
- Proven experience in portfolio optimisation, client acquisition and campaign management.
- Experience in business performance reporting and stakeholder engagement.
- AI literacy with understanding of machine learning and AI-driven analytics; ability to leverage modern AI tools for productivity.
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