Private Banking/Wealth Acquisition Officer at Ultraviolet Microfinance Bank

About the Role

A reputable organization seeks a dedicated individual for this Private Banking/Wealth Acquisition Officer position based in Lagos, Nigeria.

Key Responsibilities

• Identify and onboard high-net-worth individuals and affluent customers
• Mobilize and manage large-value deposits and investment funds
• Promote private banking, savings, investment, and treasury products
• Achieve assigned deposit and revenue targets
• Build and maintain long-term relationships with private banking clients
• Serve as the primary point of contact for assigned HNI customers
• Provide personalized banking solutions tailored to clients' financial goals
• Conduct regular portfolio reviews and client engagement meetings
• Advise clients on suitable savings, fixed deposit, investment, and loan products
• Cross-sell banking services such as loans, e-channels, and payment solutions
• Educate clients on available products and market opportunities
• Identify credit needs of private banking clients
• Support loan application processes and documentation
• Monitor credit facilities to ensure timely repayment

Compliance and Ethics

• Ensure full compliance with KYC, AML/CFT, and regulatory guidelines
• Maintain accurate documentation and customer records
• Protect customer confidentiality and uphold ethical standards