
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 ānew to bankā 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
- ā¢University Graduate
- ā¢Strong numbers and selling investments knowledge
- ā¢Strong Interpersonal skills and cultural sensitivity
- ā¢Relationship Management skills
- ā¢Networking skills
- ā¢Extrovert / Amiable personality
- ā¢At least 2 years experience in a similar job in UAE
- ā¢Certified from SII for selling investment
Nice to Have
- ā¢Achieve revenue goals
- ā¢Acquire 'new to bank' NHW clients
- ā¢Maintain superior customer service experience
- ā¢Minimize customer attrition
- ā¢Maintain proactive client contact
Responsibilities
- ā¢Optimize client base value through Private Banking products/services
- ā¢Actively identify new customers
- ā¢Communicate with HNW clients to structure advice
- ā¢Recognize opportunities to partner with other bank professionals
- ā¢Maximize profitability from Private Banking base
- ā¢Safeguard bank from potential loss/AML fraud
- ā¢Ensure ethical professional behavior
- ā¢Enhance market profile and awareness
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