About the Role
Access Bank Plc is seeking a driven and results-oriented Relationship Officer to join our prestigious Private Banking team in Lagos. In this role, you will be responsible for expanding our Ultra High Net Worth Individual (UHNI) customer base by driving new client acquisition, deepening existing relationships, and delivering exceptional wealth management solutions tailored to elite clientele.
Key Responsibilities- Actively source, prospect, and acquire new UHNI clients through direct cold calls, professional referrals, and the bank's extensive value chain.
- Develop and execute strategic call plans to ensure the effective conversion of identified high-net-worth prospects.
- Identify complex customer needs and proactively provide bespoke banking and wealth management products and services.
- Participate in regular reviews of customer segment marketing strategies and suggest continuous improvements.
- Conduct regular visits and maintain consistent communication with key decision-makers to sustain and enhance existing relationships.
- Monitor, evaluate, and report on personal portfolio performance against set targets.
- Collaborate closely with the Relationship Manager and Group Head to deliver superior private banking services.
- Bachelor's degree in Finance, Economics, Business Administration, or any related field.
- Minimum of 3 to 4 years of relevant experience in private banking, wealth management, or high-end retail banking.
- Relevant professional certifications in banking, finance, or wealth management will be an added advantage.
- Exceptional customer relationship management and high-level networking skills.
- Strong proficiency in credit appraisal, financial analysis, negotiation, and closing sales.
- Uncompromising commitment to professionalism, confidentiality, and discretion when handling elite clients.
- Competitive salary with performance-based incentives and bonuses.
- Comprehensive health insurance and wellness programs.
- Opportunities for continuous professional development and career advancement.
- Dynamic, inclusive, and fast-paced work environment with a leading African financial institution.