Investment Specialist - Banking Experienced - Arabic Speaker

ROLE PURPOSE:

The role is a client-facing role managing our highest value clients where professionalism, client focus and a broad understanding of fundamentals of financial planning are critical to the business. The role holder has a responsibility to develop and retain relationships with clients, working with the boarder branch and direct teams to ensure achievement of the business performance and plan.

This is to be achieved by active management of clients, and becoming the trusted advisor to them. It will also entail reviewing the portfolio regularly to ensure the solutions are still suitable to meet clients need and embed client loyalty by meeting their needs either directly or through other internal business partners.

In order to deliver the business objectives you will need to refer non-qualified business to appropriate parties following proposition protocol and attract business with new clients by understanding their financial needs and delivering high standards of service qua lity. The identification of opportunities for wealth reviews and delivering wealth solutions as an adviser are amongst the key activities to achieve your goals.

In delivering the business objectives, you must also maintain the levels of operational integrity required by, closely managing your individual and the collective performance of your wider team. Creating and maintaining an environment and relationships where you and the wider Branch team maximize performance in achieving the business objectives.

The identification of opportunities for wealth reviews and delivering wealth solutions as an adviser is amongst the key activities to achieve your goals in-line with your MBOs and as complied with local regulatory requirement.

You are accountable for the performance of your portfolio and need to ensure it is effectively run managing to the Target Operating Model (TOM) as defined

Requirements

Special Note and Terms

Wealth Manager requires the following key attributes:

- Excellent sales and people management skills.

- Client driven with a strong focus on quality of advice.

- Strong interpersonal communication skills.

- A Strong sense of ownership, responsibility and accountability. An excellent understanding of financial planning, wealth

- management and understanding client needs.

- The jobholder forms an integral part of the wider management team. As part of this Wider team, the jobholder is expected to identify opportunities in their day- to-day activities that directly or indirectly contribute to the success of colleagues with different responsibilities, particularly in other area.

Benefits

The Jobholder has prime responsibility for :

1. Maximizing Revenue growth and achieving the WM plan in branches

2. Leading activities to ensure opportunities are identified and client needs are met effectively, maximizing all available resources.

3. The jobholder operates within the approved operating and strategic plan process to develop the business.

Leadership & Teamwork

- Proactively support others through direct and indirect actions beyond activities particular to this role.

Collaborate with the Wider team to deliver the department performance measures and plan to support the multi-channel client journey,

Establish and maintain strong working relationships with colleagues in the businesses and others as appropriate to service client needs.