Private Banking Specialist
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Job Description
Our client a leading financial institution in the UAE is looking to hire a Private Banking Specialist to cultivate strong personalized relationships with a portfolio of High Net Worth (HNW) clients. You will drive private banking sales and revenue by encouraging crossselling of bank products to existing clients sourcing new business from Super HNW individuals via referrals and marketing efforts from various bank departments such as Trade Finance Mortgage and Corporate Finance.
Key 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 revenue.
- 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 the 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 HNW clients.
- Maintain a superior customer service experience for clients including preempting issues and proactive servicing.
- Minimize customer attrition.
- Maintain proactive client contact.
Requirements
- Strong numbers selling & investments / Financial Market Knowledge.
- Strong Interpersonal skills and cultural sensitivity.
- Relationship Management & Networking skills. Extrovert / Amiable personality.
- 8 years of experience of a similar job with another bank / financial services.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
