Relationship Officer, UHNI (Private Banking)
Access Bank · Lagos
Job Grade: BO - SBO
Job Location: Lagos and Abuja.
Job Overview: To grow the bank’s UHNI customer base by acquisition of new customers via direct cold calls, referrals and leveraging the bank’s value chain whilst sustaining existing relationships.
Key Responsibilities
- Actively source, prospect, and acquire new UHNI clients, leveraging existing networks and professional referrals.
- Prepare call plans.
- Follow through to ensure identified prospects are converted.
- Identify customer needs and proactively seek to provide products/ services to meet the anticipated needs.
- Participate in regular review of customer segment marketing strategies / customer plans and make appropriate improvement suggestions.
- Pay regular visits / make calls to key decision makers in the value chain of existing customers with a view to improving or maintaining good relationships.
- Develop competences as might be required by the bank, Group Head and Relationship Manager.
- Monitor and evaluate own portfolio performance.
- Perform other duties as assigned by the Relationship Manager and/or Group Head, Private Banking.
Requirements
Skills/Competencies
Required skills
- Excellent customer relationship development/management
- Strong customer service orientation
- Knowledge and understanding of Private Banking, Wealth Management, and the Retail market.
- Products Knowledge.
- Presentation and Selling skills.
- Credit appraisal and analysis Skills.
- Good negotiation, problem-solving and conflict resolution.
- Excellent communication and interpersonal skills
- High level of professionalism and discretion
- Attention to detail
Qualifications & Experience
- Bachelor's degree in any relevant field.
- Minimum 3-4 years of relevant experience.
- Relevant professional certification will be an added advantage.
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