Advance your career with BetaJob Certificates
Create account, take courses and earn verifiable certificates. Download and add certifications to your profile for better chance of getting hired.
Maurice Xandra Solutions Limited - Our client, a prominent digital microfinance bank based in Lagos, is recruiting suitable candidates to fill the position below: Job Title: Relationship Manager - HNI Banking Jobposting service
Location: Lagos
Job type: Full-time
Department: High Net worth Individual Banking
Report to: Group Head, HNI Banking Job Summary Jobposting service
We are seeking a Relationship Manager, HNI Banking to acquire and manage high-net-worth individual (HNI) clients by providing tailored financial solutions. The role focuses on strengthening client relationships, growing the HNI portfolio, and delivering exceptional, personalised banking services to drive customer satisfaction and business growth.
HNI Client Acquisition and Business Development:
Identify, target, and acquire High Net Worth Individuals (HNWIs) and affluent customers. Develop strategies to attract and retain premium banking customers. Build and maintain a strong pipeline of prospective HNI clients. Engage business owners, executives, professionals, entrepreneurs, investors, and top-tier individuals. Leverage personal networks, referrals, and strategic partnerships to generate new business opportunities. Achieve assigned deposit, investment, and revenue targets.
Serve as the primary relationship contact for assigned HNI customers. Develop a deep understanding of clients' financial objectives and risk appetite. Maintain long-term relationships through proactive engagement. Conduct periodic portfolio and relationship reviews. Ensure timely response to client requests and inquiries. Deliver superior customer service and personalized banking experiences. Resolve customer issues promptly and professionally.
Identify wealth accumulation and preservation opportunities for clients. Offer financial solutions aligned with clients' objectives. Promote the Bank's wealth management products and services. Recommend suitable investment opportunities within approved product offerings. Provide guidance on savings, fixed income products, investment plans, and treasury-related offerings. Collaborate with investment and treasury partners to provide value-added advisory services. Monitor investment performance and communicate updates to clients.
Mobilize large-value deposits from HNI and affluent customers. Increase low-cost and stable funding sources for the Bank. Promote: Savings Accounts Premium Current Accounts Fixed Deposits Investment-linked Deposit Products Structured Savings Solutions Grow assets under management and liabilities portfolio. Maintain strong account balances and relationship profitability.
Monitor economic, investment, and banking sector developments. Track competitor offerings targeted at affluent banking customers. Identify emerging wealth management trends. Gather customer feedback and recommend service improvements. Provide market insights to enhance product development and customer experience.
CBN Regulations AML/CFT Requirements KYC Standards Data Protection Regulations Internal Policies and Procedures Conduct customer due diligence reviews. Escalate suspicious transactions appropriately. Ensure proper documentation and record management. Participate in audit and compliance reviews. Reporting and Performance Management Prepare relationship management and portfolio performance reports. Track achievement of assigned business targets. Monitor customer activity and profitability. Provide regular updates on client acquisition and retention efforts. Submit monthly, quarterly, and annual business reports.
Preferred Qualifications and Skills / Background
Bachelor’s Degree in Finance, Business Administration, Economics, or related field. Minimum of 5 years’ experience in banking, with exposure to HNI/wealth management Proven track record in sales, portfolio growth, or client acquisition Strong understanding of investment and banking products Relevant professional certifications (e.g., CIS, CFA, or equivalent) are an advantage.
Strong relationship management and networking skills Excellent communication, presentation, and interpersonal skills High level of professionalism and discretion Strong sales and negotiation skills Financial advisory and wealth management knowledge Results-driven with strong attention to details.
25th November, 2026. How to Apply
Interested and qualified candidates should forward their CV to: [Email hidden - Login to reveal] using the position as the subject of the email.
Note: Only shortlisted candidates are contacted.
Monthly based
Lagos
Lagos
Create account, take courses and earn verifiable certificates. Download and add certifications to your profile for better chance of getting hired.