April 20, 2024

Apply for Portfolio Manager Job Recruitment at First Bank. This First Bank of Nigeria Limited Vacancy and ongoing recruitment is open candidates, so kindly apply as quickly as attainable.

Portfolio Manager Job Recruitment at First Bank of Nigeria Limited Details

Job Title: Portfolio Manager

Job Identification: 858
Location: Lagos
Job Schedule Full time

Job Objective(S)

  • To deal with operational and analysis actions inside the middle-office which give assist to Private Banking gross sales groups in all areas, enabling them to ship custom-made options to all purchasers.

Duties & Responsibilities
Transactional:                                                                                     •

  • Processing Private Banking purchasers’ transactions together with liaising with different models, product homes and subsidiaries of the First Bank group to course of Private Banking purchasers’ transactions promptly.
  • Anchoring all transactions associated to asset administration, actual property buy/finance, credit, security deposits, belief companies, offshore investments and others as outlined by Head Portfolio administration or GH Private Banking
  • Preparing all wealth administration proposals on behalf of Private Banking purchasers and guaranteeing that these are error-free and of excessive requirements.
  • Issuing and signing of Private Banking purchasers’ funding affirmation and certificates

Operational:

  • Conducting analysis on Investment & wealth administration merchandise and liaising with FBN Quest and different analysis suppliers for up to date info on fairness, bond and cash markets.
  • Updating and disseminating info to personal Banking staff on obtainable merchandise and companies as properly as market developments Monthly replace of shopper product utilization to feed the Asset Holding Report for FBN Private Banking.
  • Structuring best portfolios for Private Banking purchasers additional to discussing with Relationship Managers, reviewing buyer info particulars, and leveraging different First Bank subsidiaries
  • Generating portfolio reviews and account statements for Private Banking purchasers as required
  • Generating periodic reviews to meet monitoring and reporting necessities of First Bank Private Banking.
  • Ensuring immediate and environment friendly processing of shopper mandates
  • Monitoring loans booked by the again workplace and updating purchasers’world place report.
  • Verifying buyer trades by way of on-line portal and updating portfolio standing of purchasers
  • Maintaining good working relationships with different groups, models, and subsidiaries
  • Leveraging good relationship with product homes such as FBN Capital, FBN Mortgages, FBN Trustee and so on. to guarantee effectivity in processing Private Banking transactions
  • Developing relationships with analysis and regulatory bodiesto guarantee that the unit is properly knowledgeable and complies with allregulatory necessities at all instances.

Others:

  • Ensuring the documentation of all secure custody objects
  • Ensuring securities certification and launch of pledged securities
  • Escalation of all materials, uncommon or tough transactions to Head Portfolio Management
  • All different functionsas assigned by the top Portfolio Manager,Head Private Banking location and EVP Private Banking.

Job Requirements
Education:

  • Minimum Bachelor’s Degree in related discipline.
  • Master’s Degree in Business, Finance or related strongly most well-liked.
  • CFA) /ICAN or ACCA/Chartered Alternative Investment Analyst qualification strongly most well-liked.

Experience:

  • 3 years center workplace background (monetary Services most well-liked).

Application Closing Date
twenty second July, 2023 at 09:02 PM

Method of Application
Interested and certified candidates ought to:
Click here to apply online

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