Skills And Tools:
Position: Senior Relationship Manager - Private BankerLocation: Abu Dhabi, UAERole Purpose: Private banking RM will manage and develop HNWI client portfolio aiming to strongly grow and expand (locally/regionally) the relationship to maintain their satisfaction and increase profitability & return on portfolio.PB RM will Identify client needs, liaise & introduce to client relevant ADIB experts/specialists with the ability to "spot opportunities" to offer the world class service standards. Key accountabilities of the role: Responsible to manage 40 to 50 HNWI/Business owner’s acct/relationships with a dedicated day-to-day service and support for private Banking clients.Initiate, acquire and maintain relationships by acting as the first point of contact to identify & handle client (individual/family) banking ft financial service needsWork closely with internal partners/banking professionals to deliver the best-in class products and services to clients in a timely manner.Responsible for client portfolio performance to grow liabilities, financing and investment/ AuMs in addition to ensure increase return on portfolio and achieve the set revenue targets.Fulfills the essential functions of a Private Client liaison, coordinating with other departments on client onboarding documents, transfers and client meetingsDevelop relationships with a range of clients, ensuring they receive the highest levels of service, and financial solutions that are innovative and world-class.To ensure that client onboarding documentation/profiling required operating the account is obtained & client files are always complete.To call on the clients assigned to them regularly (min. once a quarter) and to document the call by preparing relevant call reports.To ensure that all control, operational and audit issues relating to Private Banking activities are properly applied and to liaise closely with other departments to achieve adherence to policies, audit and control procedures.To maintain awareness of latest Private Banking products and developments/update of the market(s) performance.Act as first line of defense while facing client to ensure compliance with banking regulations , ADIB policies/procedures & AML/governance guidelinesTake reasonable steps to seek from the client appropriate and available information regarding the client's financial situation, Investment product experience to be appropriate product offering matching with client's risk profile & financial needs. Specialist skills/ technical knowledge required for this role: Minimum 7 years' experience preferably in private banking relationship management, wealth management product salesBachelor's degree with MBA is required, or equivalent work experience with investment and credit certificationsGood knowledge of legal/Sharla Issues related to credit ft Strong networking and business development skillsTeam player, organized, efficient, accurate in follow up and attention to detailsStrong knowledge and demonstrated ability to sell private banking products, wealth management & Investment products.Excellent written and verbal communication skills in addition to Presentation skills.Sales oriented with the ability to communicate properly with client and others.Ability to relate to different markets, understand the risks and analyze different types of investment.Client centric approach, quality orientation and problem-solving skills.
- HostessGrosvenor House Dubai and Le Royal Meridien Beach Resort & Spa - Dubai, United Arab Emirates6 days ago