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

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