Job Details
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Job Description
Your role will involve
Develop own existing client relationships, guided and coached by Team Leader or Senior Director
Identify potential prospects and develop them to become clients of the bank.
Liaise with the Private Banking Investments Team to deliver effective banking solutions tailored to the clients’ requirements
Regularly conduct quarterly account reviews in liaison with the allocated Investment Advisor (for accounts above a certain balance threshold) and extend Investment Proposals as result of the review.
Operational issues – Account opening & maintenance and transactions
Requirements
To be successful in this challenging role, you must be able to demonstrate
Essential
Bachelor’s degree in finance/ economics/ Banking
Minimum 1-2 years overall related experience
Having an existing book of relationships and contacts consisting of high-net-worth individuals
Experience in the framework and business etiquette in MENA markets
Basic knowledge of assets & liabilities products as well as capital markets, portfolio management and investment products
Understanding of Compliance, Due Diligence and Anti-Money Laundering Acts as well as standard banking procedures
General understanding of legal structures (Offshore, Trusts)
What We Offer You...
Competitive salary package
Strong emphasis on work/life balance
Generous annual leave entitlement and Private Healthcare
World-class Learning & Development platform and career development
Preferential banking facilities for employees
If you have the skills, experience and drive to take on this role, we look forward to receiving your application.
Develop own existing client relationships, guided and coached by Team Leader or Senior Director
Identify potential prospects and develop them to become clients of the bank.
Liaise with the Private Banking Investments Team to deliver effective banking solutions tailored to the clients’ requirements
Regularly conduct quarterly account reviews in liaison with the allocated Investment Advisor (for accounts above a certain balance threshold) and extend Investment Proposals as result of the review.
Operational issues – Account opening & maintenance and transactions
Requirements
To be successful in this challenging role, you must be able to demonstrate
Essential
Bachelor’s degree in finance/ economics/ Banking
Minimum 1-2 years overall related experience
Having an existing book of relationships and contacts consisting of high-net-worth individuals
Experience in the framework and business etiquette in MENA markets
Basic knowledge of assets & liabilities products as well as capital markets, portfolio management and investment products
Understanding of Compliance, Due Diligence and Anti-Money Laundering Acts as well as standard banking procedures
General understanding of legal structures (Offshore, Trusts)
What We Offer You...
Competitive salary package
Strong emphasis on work/life balance
Generous annual leave entitlement and Private Healthcare
World-class Learning & Development platform and career development
Preferential banking facilities for employees
If you have the skills, experience and drive to take on this role, we look forward to receiving your application.
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