Private Banking & HNI Relationship Managers

About this role

Full-time, on-site Private Banking and HNI Relationship Manager role based in Lagos for Sterling Bank Plc. The role involves managing and growing relationships with high-net-worth individuals and private banking clients, understanding their financial goals and delivering tailored banking and investment solutions.

What you would do

• Proactively engage with high-net-worth individuals and private banking clients to understand their financial goals.
• Review and optimise client portfolios for 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.
• Maintain high standards of compliance and risk management in client activities.

What they are asking for

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Advanced certifications such as CFA or CFP are advantageous.
• Experience in private banking, wealth management, or HNI relationship management within financial services.
• Strong relationship management skills including client acquisition, retention, and stakeholder engagement.
• Proficiency in financial planning to assess client needs and design wealth and banking solutions.
• Portfolio management experience with the ability to monitor, rebalance, and optimise client portfolios.

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