Job Title: Team Lead, HNI Sector - Assistant Manager/Deputy Manager
Industry: Private Banking
Location: Portharcourt

Job Overview:
As the Team Lead in the HNI Sector, you will manage and expand the bank’s High Net Worth Individual (HNI) client portfolio. The team lead will serve as a trusted advisor, providing expert guidance in wealth management, investment planning, and asset growth tailored to the complex financial needs of ultra-high-net-worth clients. This role offers a unique opportunity for individuals with the expertise and confidence to thrive in a client- centered, high-growth environment, providing top-tier financial solutions to Ultra HNI clients.

Responsibilities:
•    Develop and execute strategies to attract new HNI clients and deepen existing relationships through proactive engagement and cross-selling opportunities.
•    Oversee client portfolios, ensuring effective structuring to optimize growth and mitigate risks while meeting client expectations.
•    Provide customized financial planning, investment, and advisory services to meet the unique goals of HNI clients.
•    Lead, coach, and motivate a team of Relationship Managers to achieve financial targets.
•    Track key performance indicators (KPIs), prepare reports, and provide insights to support strategic decisions.
•    Maintain a strong network with influential individuals, including politicians, public officers, and celebrities.

Qualifications:
•    Minimum of 5 years of experience in wealth management, private banking, or a related role with direct exposure to HNI clients.
•    Bachelor’s degree in finance, Economics, Business, or a related field (Master’s degree or CFA preferred).
•    Strong understanding of investment products, financial planning, and risk assessment.
•    Expertise in deposit mobilization, risk asset creation, and HNI portfolio management.
•    Strong leadership and mentoring skills.

Qualified candidates should send CV to uconnectrecruit@gmail.com indicating the subject.