Wealth Management and Private Banking Relationship Manager at Arab Bank

Arab Bank Jobs
Arab Bank Jobs

Job Description

  • Servicing new and existing HNW clients relationships in the region by providing them with the full suite of financial services products and services
  • Providing financial services solutions to the HNW and wealth client base
  • Developing a plan to acquire new client relationships as well as broadening existing client relationships
  • Achieving sales targets in line with best practice standards of services and acting as a “Trusted Advisor” to the HNW clientele
  • Establishing sales and revenue targets for existing and new client relationships
  • Adhering to Private Banking service quality standards
  • Complying with Private Banking policies and guidelines
  • Broadening existing client relationships (greater share of wallet, higher cross sell ratios)
  • Providing clients with comprehensive advisory services based on best practices and as per customer risk appetite
  • Developing a comprehensive risk profile per customer and maintain updated file on quarterly basis.
  • Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing)
  • Research competitive offering and solicit client feedback for new product ideas
  • Escalating customer suggestions/ concerns to the Country/ Region Head
  • Providing the highest level of customer service to clients (proactive calls and visits) in order to have clients ownership
  • Maintaining and servicing the onshore and offshore private banking customers and penetrate the cross border relationships
  • Retaining client ownership (strong knowledge of client account, transactions and all issues related to client)
  • Ensuring compliance with Private Banking policies and regulations and adhering to service quality standards.
  • Complying with Private Banking policies guidelines, KYC and AML regulations
  • Ensuring that all clients’ files are updated and all documents are available

Job Requirements

  • Bachelor’s degree from a recognized university
  • Relevant professional certification
  • 3-5 years in relationship management and sales of financial/ investment products with a leading international/ regional private bank. Also, proven record of building relationships and closing business
  • Fluency in English and Arabic
  • Excellent communication, networking and selling skills
  • Strong interpersonal, presentation and listening skills
  • Good knowledge of financial markets, investment instruments and investment management
  • Sound understanding of market dynamics/ trends and internal/ external policies and controls regulations
  • Ability to provide financial solutions to sophisticated clients
  • Good computer skills (MS Office)

Apply Via The Following Link

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