Associate Director - Private Banking Front Office

Mashreqbank PSC; Abu Dhabi; Presencial; AED 250 000 - 400 000; Tempo integral

Resumo da oferta

Mashreqbank PSC is seeking a Financial Advisor to serve a portfolio of High Net Worth clients in Abu Dhabi, delivering personalized private banking services while growing profitable client revenue and ensuring loyalty to the bank.

You will source new business through referrals and marketing, coordinate with investment advisory teams, and promote a full range of investment and wealth management products to meet client needs.

Qualificações

• SII certification in selling investment products is required.
• Strong numbers, selling and investments knowledge for wealth management services.
• Excellent relationship-building and networking skills with HNW clients in UAE.

Responsabilidades

• Optimize the potential value of the client base through Private Banking products and services.
• Communicate with HNW clients to structure advice based on client needs.
• Identify opportunities to partner with other bank professionals to service client needs and maximize bank revenues.
• Maximize profitability from the Private Banking base while countering competition.

Conhecimentos

SII Certification

Relationship Management

Client Acquisition

Investments Knowledge

Cross-selling

Interpersonal Skills

Cultural Sensitivity

Strong Numerical Ability

Formação académica

University Degree

Descrição da oferta de emprego

Job description

Job purpose

• To provide his portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and bank and retain their loyalty and respect.
• The job holder is required to enhance Private Banking sales / revenues and promote the cross selling of bank products to all existing clients.
• Job Holder must be able to source new business of Super HNW individuals through referrals, marketing activities, and personal contacts.
• Financial Advisor must ensure that client are aware of all financial services offered by the banks many departments, TCM, Trade Finance, Mortgage, Corporate Finance etc.

Key Results Areas

• 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
• Interact with product managers/investment advisory/ line managers/ cross sales mgr / CSO’s to constantly provide feedback on competition and customer response to products/services
• Co ordinate activities with other department in order to maximize conversions from the lead referral process.
• Ensure client expectations are constantly met.

Knowledge, Skills and Experience

• 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.