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Relationship Manager HNI Banking
About this role
The role is for a Relationship Manager focusing on high-net-worth and affluent clients in Lagos. The employer provides management consulting services and also offers training, team management, and process improvement services. The job involves identifying and acquiring HNI clients, managing relationships, and offering personalised banking and wealth management products. It requires understanding clients' financial goals and promoting banking, investment, and treasury solutions while ensuring compliance and target achievement.
What you would do
- Identify and acquire high-net-worth and affluent customers through prospecting, referrals, and partnerships.
- Build and maintain a strong pipeline of prospective HNI clients.
- Manage client relationships and provide personalised banking services.
- Understand clients' financial objectives and recommend suitable banking, savings, and investment products.
- Promote wealth management, fixed-income, investment plans, and treasury-related offerings.
- Mobilise large-value deposits and grow the bank's liabilities portfolio.
- Identify opportunities to deepen client relationships, improve retention, and increase profitability.
- Monitor market trends and competitor offerings to identify new business opportunities.
- Ensure compliance with CBN regulations, KYC, AML/CFT, data protection, and internal policies.
- Monitor portfolio performance, track business targets, and prepare periodic reports.
What they are asking for
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Experience in relationship management, preferably within HNI banking, private banking, wealth management, or related financial services.
- Proven ability to acquire and manage high-net-worth clients and mobilise significant deposits.
- Knowledge of banking products, investment solutions, fixed-income products, and wealth management services.
- Strong relationship management, networking, negotiation, and communication skills.
- Excellent customer service, commercial awareness, and ability to meet business targets.
- Relevant professional certification is an added advantage.
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