Wealth Management Private Banking Relationship manager

Key roles & Accountability:

• Servicing new and existing HNW clients relationships in the region by providing them with the full suite of financial services products & services.
• Provide 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.
• Establish sales and revenue targets for existing and new client relationships.
• Broaden existing client relationships (greater share of wallet, higher cross sell ratios).
• Providing the highest level of customer service to clients (proactive calls and visits) in order to have clients ownership.
• Maintain & service the onshore and offshore private banking customers and penetrate the cross border relationships.
• Adhering to Private Banking service quality standards.
• Complying with Private Banking policies and guidelines.

Job Requirements:

Education:

• Bachelor's degree from a recognized University.
• Relevant professional certifications.

Experience:

• 4-6 years in relationship management and sales of financial/investment products with a leading bank. Proven record of building relationships and closing business.

Competencies:

• Fluency in English & 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 & controls regulations.
• Good computer skills (MS Office).