Senior Private Banking RM for HNW Clients

See & Recruit; Dubai; On-site; AED 180,000 - 360,000; Full time

Job summary

See & Recruit seeks a Private Banking Advisor to service high-net-worth clients in the Dubai market. The role focuses on delivering Private Banking products and cross-selling across departments to maximize client value and bank revenues.

The candidate will source new relationships through referrals and personal contacts, maintain exceptional service, and safeguard the bank’s reputation and compliance standards in everyday operations.

Responsibilities

• 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.

Job description

See & Recruit seeks a Private Banking Advisor to service high-net-worth clients in the Dubai market. The role focuses on delivering Private Banking products and cross-selling across departments to maximize client value and bank revenues.

The candidate will source new relationships through referrals and personal contacts, maintain exceptional service, and safeguard the bank’s reputation and compliance standards in everyday operations.