Job Purpose:
To efficiently manage high worth clients, providing them crème de la crème service, in turn maximizing profits and creating good will for the bank.
Accountabilities:
Business development:
1.Obtain referrals from corporate, consumer and other sources
2.Develop and implement approaches to these potential clients
3.Develop GB's presence in the market
4.Ensure new business opportunities are maximised Sales
Sales Management:
1.Deliver sales of products and services
2.Meet individual or team sales targets
3.Ensure right products are sold to right customers
Customer Management:
1.Manage and communicate with designated clients to ensure they receive the appropriate customer service and their issues are addressed fully and promptly.
Reports:
1.Report on client particulars and activity
2.Recommend resolution of client issues and closures
•Corporate governance & compliance
> Work fully within:
- risk policies and procedures
- all compliance regulations
Education, Knowledge, Experience and Skills:
•Education / Qualifications: Bachelor’s Degree in Banking/ Management/Finance
•Knowledge: Good knowledge of portfolio management and local market
•Experience: 1 – 3 years in Banking with minimum 1 years in Wealth management
•Generic & Specific Skills:
•Excellent Communication
•Analytical Thinking
•Risk Management
•Bilingual in Arabic & English
•Proficient in IT (MS Office & Banking software)
To efficiently manage high worth clients, providing them crème de la crème service, in turn maximizing profits and creating good will for the bank.
Accountabilities:
Business development:
1.Obtain referrals from corporate, consumer and other sources
2.Develop and implement approaches to these potential clients
3.Develop GB's presence in the market
4.Ensure new business opportunities are maximised Sales
Sales Management:
1.Deliver sales of products and services
2.Meet individual or team sales targets
3.Ensure right products are sold to right customers
Customer Management:
1.Manage and communicate with designated clients to ensure they receive the appropriate customer service and their issues are addressed fully and promptly.
Reports:
1.Report on client particulars and activity
2.Recommend resolution of client issues and closures
•Corporate governance & compliance
> Work fully within:
- risk policies and procedures
- all compliance regulations
Education, Knowledge, Experience and Skills:
•Education / Qualifications: Bachelor’s Degree in Banking/ Management/Finance
•Knowledge: Good knowledge of portfolio management and local market
•Experience: 1 – 3 years in Banking with minimum 1 years in Wealth management
•Generic & Specific Skills:
•Excellent Communication
•Analytical Thinking
•Risk Management
•Bilingual in Arabic & English
•Proficient in IT (MS Office & Banking software)
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