Private Banking & HNI Relationship Managers

About this role

Full-time, on-site role in Lagos for Private Banking and HNI Relationship Managers at Sterling Bank. The role involves managing relationships with high-net-worth individuals and private banking clients, understanding their financial goals, and delivering tailored banking and investment solutions. It also requires proactive client engagement, portfolio review and optimisation, cross-selling bank products, coordination with internal teams, monitoring market trends, identifying opportunities, preparing proposals and reports, and upholding compliance and risk management.

What you would do

• Proactively engage with HNI and private clients to understand financial goals and deliver tailored banking and investment solutions.
• Review and optimise client portfolios to balance risk and return.
• Cross-sell suitable bank products to clients.
• Coordinate with internal teams to ensure seamless service delivery.
• Monitor market trends and identify new business opportunities.
• Prepare proposals and reports and maintain compliance and risk management standards.

What they are asking for

• Strong business relationship management skills, including client acquisition and retention.
• Proficiency in financial planning to assess client needs and design wealth and banking solutions.
• Experience in portfolio management to monitor and optimise portfolios.
• Solid understanding of finance and investments, including banking products, capital markets, and wealth management strategies.
• Bachelor's degree in Finance, Economics, Business or related field; advanced certifications (CFA, CFP) are an advantage.
• Proven experience in private banking, wealth management, or HNI relationship management within financial services.

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