About Us
Abbey Mortgage Bank Plc is one of Nigeria’s leading Primary Mortgage Banks (PMBs), licensed by the Central Bank of Nigeria (CBN) and regulated by the Federal Mortgage Bank of Nigeria (FMBN). The bank has built a strong reputation for reliability and innovation in mortgage banking and real estate financing.
Job Description
The Private Banking Officer will manage the financial needs of High-Net-Worth Individuals (HNWIs). The role requires providing personalized banking, investment advice, and wealth management services, while also building and maintaining strong client relationships.
Key Responsibilities:
As a Private Banking Officer, you will be expected to:
Provide Tailored Financial Solutions: Design and offer personalized investment strategies and tax planning for HNWIs.
Client Relationship Management: Build strong, lasting relationships with clients, Conduct portfolio reviews and give expert advice on market trends.
Regulatory Compliance: Ensure all activities comply with Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations.
Business Development: Identify and pursue new business opportunities to expand the client base.
Portfolio Management: Oversee client portfolios to ensure proper risk management and optimal performance.
Qualifications:
To be eligible, candidates must meet the following requirements:
- Educational Background:
- Bachelor’s degree in Finance, Economics, or a related field.
- Master’s degree preferred.
- Experienced
- Minimum of 3+ years of experience in private banking or wealth management.
Skills:
- In-depth knowledge of investment products, tax planning, and financial markets.
- Excellent communication, interpersonal, and problem-solving abilities.
- Proficiency in banking software and Microsoft Office Suite.
Ideal Candidate:
- Self-driven and results-oriented.
- Has a deep understanding of the financial services industry.
- Is analytical with an ability to interpret complex financial data.
- Confident in providing financial advice to high-profile clients.
- Exhibits high levels of integrity, professionalism, and discretion.
How to Apply
Interested candidates should visit the official Abbey Mortgage Bank website or reach out to their HR department via professional platforms like LinkedIn.