Associate Director- Private Banking -Al Ain

First Abu Dhabi Bank FAB; Abu Dhabi; On-site; AED 120,000 - 180,000; Full time

Job summary

An established industry player seeks a Private Banker to enhance client relationships and portfolio management. This role involves providing exceptional service and tailored financial solutions to high-net-worth individuals and family offices. You'll be at the forefront of developing business across diverse markets, ensuring client satisfaction while achieving targets. Join a dynamic team that values innovation and excellence, where your contributions will directly impact the growth and success of the organization. If you're ready to elevate your career in a prestigious financial institution, this opportunity is for you.

Qualifications

• Bachelor's degree required; investment certifications preferred.
• Strong communication and networking skills are essential.

Responsibilities

• Manage and grow Private Banking client relationships and portfolios.
• Conduct risk rating analysis and ensure client satisfaction.

Skills

Communication Skills

Presentation Skills

Market Knowledge

Networking

Risk Rating Analysis

Education

Bachelor's degree in relevant fields

Investment Certifications

Tools

Fixed Income Solutions

Mutual Fund Solutions

Insurance Solutions

Job description

Join the UAE’s largest bank and one of the world’s largest and safest financial institutions. Our focus is to create value for our employees, customers, shareholders and communities to grow through differentiation, agility and innovation. We are looking for top talent and your success is our success. Accelerate your growth as you help us reach our goals and advance your career. Be ready to make your mark at a top company, in an exciting & dynamic industry.

Job Description

To assist with the management and growth of Private Banking client relationships and assigned portfolio; improve service quality levels to ensure that the team’s objectives are constantly met and its targets achieved, while maintaining client satisfaction and portfolio credit quality.

• The Private Banker focus is to develop business across diverse markets / regions within all areas of private clients, family offices of UHNWI & HNWI, especially with different offshore and onshore locations ranging across numerous booking centers, which is highly competitive and appealing to the regional and international customer base.
• To provide clients with an above optimum level of service, fixed income, Mutual Fund, and Insurance solutions.
• To conduct risk rating analysis for the client.
• To grow annual 20 NTBs.
• Provide support to Director and Executive Director.
• Ensure client relationship monitoring and completing all reports which includes KYC, leverage/lending issues, interest charges paid on time, maturities.
• Identify/segment target markets, develop business to widen portfolios & implement the strategic/marketing plan for Private Banking.
• Maintain/expand current/future client base, acquire net new business via referrals, contacts & marketing.

Proactively enhance PB’s offerings [Group and/or Open Architecture] by initiating & supporting internal processes & workflows.

Qualifications

• Bachelor's degree in relevant fields. Relevant Investment Certifications are preferable.
• Know-how of Fixed income solutions with Bond Ratings classification from S&P, Moody’s.
• Know-how of Mutual Fund and Insurance Solutions.
• Should be able to conduct risk rating analysis for the client.
• Outstanding communication and presentation skills.
• Strong ability to develop a network of target prospects.
• Market knowledge and savviness.