التقدم لوظائف البنك العربي بتاريخ 7 فبراير لعام2021
التقدم لوظائف البنك العربي بتاريخ 7 فبراير لعام2021
Elite Relationship Manager
About the job
Responsibilities
Servicing new and existing HNW clients relationships in the region by providing them with the full suite of financial services products & services.
Developing a business plan to acquire new client relationships as well as broadening existing client relationships.
Achieving sales targets in line with best practice standards of services and acting as a “Trusted Advisor” to the HNW clientele.
Adhering to Private Banking service quality standards.
Complying with Private Banking policies and guidelines.
Develop comprehensive customized financial plans based on client risk profiles.
Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing).
Research competitive offering and solicit client feedback for new product ideas.
Have all clients’ files updated and ensure that all documents related to client are available in order to comply to KYC and AML Regulations.
Qualifications
Bachelors Degree from a recognized university .
Relevant professional certifications (eg. CF21 “Investment Advisor”), CFA a plus
Experience: 2-4 years in relationship management and sales of financial/investment products with a leading international / regional private bank. Proven record of building relationships and closing business.
Fluency in English.
Excellent communication, networking and selling skills.
Strong interpersonal, presentation, and listening skills.
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