Director.RBG - Private Banking Front Office
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Job Description
• 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.
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 attritionMaintain proactive client contact
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.
Requirements
- •University Graduate
- •Strong numbers and financial market knowledge
- •Investment selling experience
- •Strong interpersonal skills and cultural sensitivity
- •Relationship management skills
- •Networking skills
- •Extrovert/Amiable personality
- •At least 2 years experience in a similar role in UAE bank/financial services co
Responsibilities
- •Optimize client base potential through Private Banking products and services
- •Actively identify new customers
- •Communicate with HNW clients to structure advice based on client needs
- •Recognize opportunities to partner with other bank professionals
- •Maximize profitability from the Private Banking base
- •Safeguard the bank from potential loss/AML fraud/ensure ethical behavior
- •Enhance market profile and awareness
- •Achieve revenue goals and sales portfolio growth targets
- See what Mashreq Bank's hiring system sees in your CV
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60 seconds. $3.99 one-time.