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+ 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).
