Relationship Manager, Private Banking at Terawork

Company Info

Terawork – Our client, a reputable company in the Finance industry, is seeking a competent and qualified professional to fill the position below:

Title: Relationship Manager, Private Banking

Location: Lagos

Employment Type: Full-time

Duties / Responsibilities

  • Develop strategies to identify new clients through market segmentation and apply different approaches in targeting and selecting clients.
  • Establish relationships with product specialists and other internal stakeholders to customize product solutions for clients.
  • Lead business development activities for top clients/partners.
  • Maintain and cultivate long-term relationships with the customer.
  • Execute strategies for cross-selling and up-selling of products and services based on understanding of range of products and client analysis.
  • Advocate for a solution or idea that is a win-win for the organization and customer.
  • Review client acceptance, Know Your Customer (KYC) and onboarding procedures including handling client documents.
  • Seek to improve customer metrics by applying benchmarks of customer management.
  • Manage a customer-centric research program that integrates economic and industry trends into the analysis.
  • Utilize knowledge of financial instruments to propose funding/ investment strategies as required.
  • Upsell and cross-sell products and services to clients.
  • Research and pursue new business opportunities.
  • Cross-sell products by leveraging on FI relationships including coordinating with other business units and product specialists to market organization’s products and services for customized solutions.
  • Enhance clients’ experience by providing timely information and advice to address their financial needs.
  • Handle High Net Worth clients by monitoring financing plans, coordinating, and resolving conflicts and managing expectations of involved parties.


  • Bachelor’s Degree in Business Administration or similar field.
  • Minimum of 7 years relationship management experience in the Banking Sector.
  • Proven track record in Customer Relationship Management.
  • Ability to build and maintain client and business relationships.
  • Prior experience in the financial services industry interest in financial products and markets.
  • Ability to recognize and exploit business opportunities.
  • Interest in financial products and markets.

Deadline: 15th March, 2023.

How to Apply: Interested and qualified candidates should Click Here to apply online

    Other Jobs Listed By the Company.

    Welcome to Jobnow Nigeria, your trusted source for reliable jobs and vacancies in Nigeria. Take a moment to review some of the REMOTE vacancies below and apply for the ones that align with your interests and career goals. | Remote


    April 20, 2024