Private Banking Officers at Abbey Mortgage Bank Plc

Confidential

Lagos, Nigeria CDI

Publiée il y a 1 mois · Expire dans 2 semaines

Description du poste

## Title: Private Banking Officer

About the Role

The Private Banking Officer manages the financial needs of high-net-worth individuals (HNWIs), providing personalized banking, investment advice, and wealth management services while building and maintaining strong client relationships.

Key Responsibilities

Provide tailored financial solutions, including investment strategies and tax planning
Maintain client relationships, offering portfolio reviews and advice on market trends
Manage client portfolios and ensure proper risk management
Ensure compliance with AML and KYC regulations
Identify new business opportunities to grow the client base

Required Qualifications

Bachelor's degree in Finance, Economics, or related field (Master's degree preferred)
3 years of experience in private banking or wealth management
Knowledge of investment products, tax planning, and financial markets

Required Skills

Strong communication and interpersonal skills
Problem-solving abilities
Proficiency in banking software and Microsoft Office