The Private Banker focus is to develop business across diverse markets / regions within all areas of private clients family offices of UHNWI & HNWI especially with different offshore and onshore locations ranging across numerous booking centers which is highly competitive and appealing to the regional and international customer base.
To achieve superior sales revenues / AUMs above a predetermined target & increase FABs market share
To provide clients with an above optimum level of service & full investment solutions
Identify/segment target markets develop business to widen portfolios & implement the strategic /marketing plan for Private Banking.
Building own & managing a portfolio of UHNWI & HNWI & provide maximum personalized services
Maintain /expand current/future client base acquire net new business via referrals contacts & marketing
Proactively enhance PBs offerings Group and/or Open Architecture by initiating & supporting internal processes & workflows
TASKS
To maintain & develop a client base of HNWI & UHNWI providing excellent service in order to develop net new business to the group obtain/maintain business via referrals & recommendations within the Group.
Manage specific projects End to End / 360 Degrees including the managing / liaising of other group colleagues.
Develops new business through own sources existing professional connections and introductions via the bank with strong inter-personal skills and experience at both generating new business and managing high profile client relationships.
Opportunity spotting externally & from within the Group.
The individual will always promote the 3 main businesses of Private Banking marketing & business development to clients for both Offshore Switzerland & Onshore UAE
Coordinates & promotes prospects & business with other RMs as well as other Group coordinates Globally.
Promotes the cross selling between Group branches/offices in the Gulf & elsewhere Globally.
Develop & maintain strong relationships with decision makers in key positions & turns relationships into sources of referral inwards / outwards
Identifies target markets develops new business increases wallet share of existing clients & implements the annual marketing plan
Participates with others in Product development & marketing
Solicits business primarily but NOT limited to the disciplines of the trilogy of Private Banking Banking Fiduciary Wealth Protection such as Trusts Foundations Offshore Cos etc Portfolio Management Execution only Advisory & Discretionary but also includes examples such as derivatives e.g. DCDs esoteric funds aircraft operating leases mezzanine debt etc
Maintains a designated list of clients portfolios
Develops new investment relationships attracts new key clients to FAB. Furthermore develops the private client side of FABs key strategic clients segment e.g. Directors of Multinational as well as UAE / GCC / Sub-Continent diasporas-based Cos
Provides advice & ultra-high level of solutions & service 24/7 365 days of the year regardless of being in the office on vacation and / or on an international business trip
Assesses prospects with the aim of converting to clients by a full vetting / due diligence process addressing issues connect with PEPs. OFAC AML and including KYC to international standards which is unique to GPB; as still not introduced in the rest of NBAD
Ensure clients relationships are monitored & maintained Completes & updates all reports which includes e.g. KYC regular Call Reports Leverage/Lending related issues interest charges paid on time maturities etc.
Ensures that clients portfolios are regularly screened for proper diversification unless client specifically requests this not to be the case
Participates in product development / marketing if & when required Some SPBs have been deeply & actively involved with colleagues in PBU regards items such as Hold Mail & Bills Discounting
Promotes PBs Open Architecture solutions on a case-by-case basis to serve the clients best needs & requirements
Manage the respective PB UAE office End to End for administrative purposes in the absence of the respective business heads on a rotational basis as & when required.
Manages on a partial basis (time needs) basis RMs support staff in respective PBU office /liaising with Middle office Back offices RMD ACD etc
All other tasks as reasonably & unreasonably requested
#LI-A55
Qualifications :
Track record of excellent academic performance from a reputable university. Preferable in business economics marketing and / or a MBA or accountancy/finance background
Strong relationship management & new /ongoing business development skill
At least 5 years experience as an industry hand in private banking coupled with experience in other banking environment investment companies Experience in leadership
Experienced problem solver in tandem with decision making
إخلاء المسؤولية: د.جوب هو مجرد منصة تربط بين الباحثين عن عمل وأصحاب العمل. ننصح المتقدمين بإجراء بحث مستقل خاص بهم في أوراق اعتماد صاحب العمل المحتمل.
نحن نحرص على ألا يتم طلب أي مدفوعات مالية من قبل عملائنا، وبالتالي فإننا ننصح بعدم مشاركة أي معلومات شخصية أو متعلقة بالحسابات المصرفية مع أي طرف ثالث. إذا كنت تشك في وقوع أي احتيال أو سوء تصرف، فيرجى التواصل معنا من خلال تعبئة النموذج الموجود على الصفحة اتصل بنا