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Home/Jobs/Director.RBG - Private Banking Front Office
Mashreq Bank logo
Mashreq Bank

Director.RBG - Private Banking Front Office

šŸ‡¦šŸ‡Ŗ UAE, UAEšŸ¢ On-site
Private BankingRelationship ManagementInvestment SalesFinancial MarketsHNWI
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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 ā€˜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 selling investments knowledge
  • •Strong Interpersonal skills and cultural sensitivity
  • •Relationship Management skills
  • •Networking skills
  • •Extrovert / Amiable personality
  • •At least 2 years experience in a similar job in UAE
  • •Certified from SII for selling investment

Nice to Have

  • •Achieve revenue goals
  • •Acquire 'new to bank' NHW clients
  • •Maintain superior customer service experience
  • •Minimize customer attrition
  • •Maintain proactive client contact

Responsibilities

  • •Optimize client base value through Private Banking products/services
  • •Actively identify new customers
  • •Communicate with HNW clients to structure advice
  • •Recognize opportunities to partner with other bank professionals
  • •Maximize profitability from Private Banking base
  • •Safeguard bank from potential loss/AML fraud
  • •Ensure ethical professional behavior
  • •Enhance market profile and awareness

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