At a glance
- Closing date
- The listing does not give one. Employers often close early when they have enough applicants, so apply soon.
- Where
- Lagos, Nigeria
- How to apply
- Directly to the employer by email. The address is in the listing below.
- Similar roles
- 35 other open Banking & Financial Services roles on the Nigeria board right now.
- This employer
- Maurice Xandra Solutions has 3 open roles on RezSync.
REPORTS TO - Group Head, HNI Banking
DEPARTMENT - High Net worth Individual Banking
SUMMARY
Our client is a prominent digital microfinance bank based in Lagos, seeking a Relationship Manager, HNI Banking to acquire and manage high-net-worth individual (HNI) clients by providing tailored financial solutions. The role focuses on strengthening client relationships, growing the HNI portfolio, and delivering exceptional, personalised banking services to drive customer satisfaction and business growth.
KEY RESPONSIBILITIES
HNI Client Acquisition and Business Development
Identify, target, and acquire High Net Worth Individuals (HNWIs) and affluent customers.
Develop strategies to attract and retain premium banking customers.
Build and maintain a strong pipeline of prospective HNI clients.
Engage business owners, executives, professionals, entrepreneurs, investors, and top-tier individuals.
Leverage personal networks, referrals, and strategic partnerships to generate new business opportunities.
Achieve assigned deposit, investment, and revenue targets.
Relationship Management
Serve as the primary relationship contact for assigned HNI customers.
Develop a deep understanding of clients\' financial objectives and risk appetite.
Maintain long-term relationships through proactive engagement.
Conduct periodic portfolio and relationship reviews.
Ensure timely response to client requests and inquiries.
Deliver superior customer service and personalized banking experiences.
Resolve customer issues promptly and professionally.
Wealth and Investment Advisory
Identify wealth accumulation and preservation opportunities for clients.
Offer financial solutions aligned with clients\' objectives.
Promote the Bank\'s wealth management products and services.
Recommend suitable investment opportunities within approved product offerings.
Provide guidance on savings, fixed income products, investment plans, and treasury-related offerings.
Collaborate with investment and treasury partners to provide value-added advisory services.
Monitor investment performance and communicate updates to clients.
Deposit Mobilization
Mobilize large-value deposits from HNI and affluent customers.
Increase low-cost and stable funding sources for the Bank.
Promote:
Savings Accounts
Premium Current Accounts
Fixed Deposits
Investment-linked Deposit Products
Structured Savings Solutions
Grow assets under management and liabilities portfolio.
Maintain strong account balances and relationship profitability.
Market Intelligence and Business Insights
Monitor economic, investment, and banking sector developments.
Track competitor offerings targeted at affluent banking customers.
Identify emerging wealth management trends.
Gather customer feedback and recommend service improvements.
Provide market insights to enhance product development and customer experience.
Compliance and Risk Management
Ensure full compliance with:
CBN Regulations
AML/CFT Requirements
KYC Standards
Data Protection Regulations
Internal Policies and Procedures
Conduct customer due diligence reviews.
Escalate suspicious transactions appropriately.
Ensure proper documentation and record management.
Participate in audit and compliance reviews.
Reporting and Performance Management
Prepare relationship management and portfolio performance reports.
Track achievement of assigned business targets.
Monitor customer activity and profitability.
Provide regular updates on client acquisition and retention efforts.
Submit monthly, quarterly, and annual business reports.
COMPETENCE REQUIREMENTS
Strong relationship management and networking skills
Excellent communication, presentation, and interpersonal skills
High level of professionalism and discretion
Strong sales and negotiation skills
Financial advisory and wealth management knowledge
Results-driven with strong attention to details.
PREFERRED QUALIFICATIONS AND SKILLS/BACKGROUND
Bachelor’s degree in Finance, Business Administration, Economics,
or related field.
Minimum of 5 years’ experience in banking, with exposure to HNI/wealth management
Proven track record in sales, portfolio growth, or client acquisition
Strong understanding of investment and banking products
Relevant professional certifications (e.g., CIS, CFA, or equivalent) are an
advantage.
Application Question(s):
Do you have a minimum of five years of banking experience, with exposure to HNI banking or wealth management?
Do you have a proven track record of acquiring and managing high-net-worth clients and meeting deposit or investment targets?
Do you have experience providing wealth management or investment solutions and managing large-value client portfolios?
Do you have experience working with any of the following: ALAT (Wema Bank), GTCO (HabariPay), Access Bank (Hydrogen), ProvidusUnity Bank, or Parallex Bank?
Minimum qualifications
BA/BSc/HND
How to apply
Interested and qualified candidates should forward their CV to: hr@mauricexandra.com using the position as subject of email.
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