Relationship Manager (Private Banking) Job at Coronation Merchant Bank


Coronation is a leading financial service partner that helps build enduring legacies for sustainable wealth creation in Africa. Having established a 30-year record of achievements in banking across Africa and beyond, our founders established a Pan-African platform focused on building a better financial future for Africa. Today, our businesses are entrusted with our over $1billion of clients’ assets and are recognized as Nigeria's fastest growing investment managers. Our purpose at Coronation is to create a prosperous future for our clients and the African continent. Coronation is proud to be an Equal Opportunity Employer. We enable an inclusive workplace by evaluating qualified applicants without discriminating against race, color, national origin, religion, sex, sexual orientation, gender identity, disability, and other statuses protected by law.

We are recruiting to fill the position below:

Job Position: Relationship Manager (Private Banking)
Job Location: Victoria Island, Lagos
Employment Type: Full-time

Description

  • Develop strategies to identify new clients through market segmentation and apply different approaches in targeting and selecting clients
  • Execute strategies for cross-selling and up-selling of products and services based on understanding of range of products and client analysis
  • Advocate for a solution or idea that is a win-win for the organization and customer.
  • Review client acceptance, Know Your Customer (KYC) and onboarding procedures including handling client documents
  • Establish relationships with product specialists and other internal stakeholders to customise product solutions for clients
  • Lead business development activities for top clients/partners
  • Maintain and cultivate long-term relationships with the customer
  • Seek to improve customer metrics by applying benchmarks of customer management
  • Cross-sell products by leveraging on FI relationships including coordinating with other business units and product specialists to market organisation's products and services for customised solutions
  • Manage a customer-centric research program that integrates economic and industry trends into the analysis
  • Utilise knowledge of financial instruments to propose funding/ investment strategies as required
  • Upsell and cross-sell products and services to clients.
  • Research and pursue new business opportunities
  • Enhance clients' experience by providing timely information and advice to address their financial needs
  • Handle High Net Worth clients by monitoring financing plans, coordinating, and resolving conflicts and managing expectations of involved parties.

Requirements

  • Interested candidates should possess a Bachelor's Degree in relevant fields with 7 - 20 years work


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