About Chanelle Microfinance Bank Limited
Chanelle Microfinance Bank Limited is a State licensed microfinance bank. Our business focus is to provide financial inter-mediation and advisory to individuals, small/medium retail enterprises, mid-sized corporate organizations, etc. Chanelle Microfinance Bank is building a business architecture that will drive low cost, short and long-term funds in other to effectively support individual and small businesses and SMEs across different sectors of the economy.
Job Title: Private Banking Executive
Location: Lagos
Job Summary
- The Private Banking Executive is responsible for managing and growing a portfolio of high-net-worth clients by providing tailored financial solutions and services.
- This role involves building strong relationships with clients, understanding their unique financial needs, and offering personalized investment advice and wealth management services as well as ensuring deposit mobilization.
- The Private Banking Executive will work closely with internal partners and external stakeholders to deliver a seamless and exceptional client experience.
Key Responsibilities
Client Relationship Management:
- Develop and maintain strong, long-term relationships with high-net-worth clients.
- Understand clients’ financial goals, risk tolerance, and investment preferences to provide customized solutions.
- Conduct regular reviews of clients’ portfolios and provide recommendations based on market trends and changes in clients’ financial situations.
Business Development:
- Identify and pursue new business opportunities to expand the client base.
- Network with potential clients and referral sources to build a pipeline of new prospects.
- Develop and implement strategies to achieve individual and team sales targets.
Financial Planning and Advisory:
- Deposit Mobilization
Compliance and Risk Management:
- Ensure all client interactions and transactions comply with regulatory requirements and internal policies.
Collaboration and Teamwork:
- Participate in team meetings and contribute to the development of the private banking strategy.
- Share market insights and knowledge with colleagues to foster a collaborative working environment.
Qualifications
- Bachelor’s Degree in Finance, Business Administration, Economics, or a related field.
- Minimum of 2-3 years of experience in private banking, wealth management, marketing/sales or a related field.
- Strong knowledge of financial products, deposit/savings mobilization, investment strategies, and market trends.
- Excellent communication, interpersonal, and negotiation skills.
- Proven track record of building and maintaining client relationships and achieving sales targets.
- High level of integrity and commitment to client confidentiality and ethical standards.
Method of Application
Interested and qualified candidates should send their CVs to: career@chanellemicrofinancebank.com using the job title as the subject of the mail.