Wealth Management & Private Banking Relationship manager

Job description

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 withbest 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).

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