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Job Description
Optimize the potential value of the client base through the delivery of Private Banking products and services and actively identify new customers
Ability to communicate with HNW clients to structure advise based on client needs
Ability to recognize opportunities to partner with other bank professionals to service client needs and maximize bank revenues.
Maximizing profitability from the Private Banking base whilst countering competition from other providers offering alternative investment / WM opportunities.
Safeguard the bank from potential loss / AML fraud/ and ensure ethical behavior
Safeguard banks reputation by ensuring ethical professional behavior at all times before/during after sales
Enhance market profile and awareness.
Achieve revenue goals, sales & portfolio growth targets across a range of products & services (Investments, Term Deposits, CASA balances, TCM, FX trading, share financing, etc)
Acquire 'new to bank' NHW clients
Maintain a superior customer service experience for clients including pre-empting issues and proactive servicing.
Minimize customer attrition
Maintain proactive client contact
University Graduate
Strong numbers, selling & investments/ Financial Market Knowledge
Strong Interpersonal skills and cultural sensitivity
Relationship Management & Networking skills.
Extrovert / Amiable personality
At least, 2 years experience of a similar job with another bank / financial services co in UAE, they should be certified from the Securities & Investment Institute (SII) for selling investment.
The leading financial institution in MENA
While more than half a century old, we proudly think like a challenger, startup, and innovator
in banking and finance, powered by a diverse and dynamic team who put customers first.
Together, we pioneer key innovations and developments in banking and financial services.
Our mandate? To help customers find their way to Rise Every Day, partnering with them through
the highs and lows to help them reach their goals and unlock their unique vision of success.
Delivering superior service to clients by leading with innovation, treating colleagues with dignity and fairness while pursuing opportunities that grow shareholders value.
We actively contribute to the community through responsible banking in our mission to inspire more people to Rise.
Ability to communicate with HNW clients to structure advise based on client needs
Ability to recognize opportunities to partner with other bank professionals to service client needs and maximize bank revenues.
Maximizing profitability from the Private Banking base whilst countering competition from other providers offering alternative investment / WM opportunities.
Safeguard the bank from potential loss / AML fraud/ and ensure ethical behavior
Safeguard banks reputation by ensuring ethical professional behavior at all times before/during after sales
Enhance market profile and awareness.
Achieve revenue goals, sales & portfolio growth targets across a range of products & services (Investments, Term Deposits, CASA balances, TCM, FX trading, share financing, etc)
Acquire 'new to bank' NHW clients
Maintain a superior customer service experience for clients including pre-empting issues and proactive servicing.
Minimize customer attrition
Maintain proactive client contact
University Graduate
Strong numbers, selling & investments/ Financial Market Knowledge
Strong Interpersonal skills and cultural sensitivity
Relationship Management & Networking skills.
Extrovert / Amiable personality
At least, 2 years experience of a similar job with another bank / financial services co in UAE, they should be certified from the Securities & Investment Institute (SII) for selling investment.
The leading financial institution in MENA
While more than half a century old, we proudly think like a challenger, startup, and innovator
in banking and finance, powered by a diverse and dynamic team who put customers first.
Together, we pioneer key innovations and developments in banking and financial services.
Our mandate? To help customers find their way to Rise Every Day, partnering with them through
the highs and lows to help them reach their goals and unlock their unique vision of success.
Delivering superior service to clients by leading with innovation, treating colleagues with dignity and fairness while pursuing opportunities that grow shareholders value.
We actively contribute to the community through responsible banking in our mission to inspire more people to Rise.
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