Wealth Management Private Banking Relationship manager
5 months ago
Key roles & Accountability:
- Servicing new and existing HNW clients relationships in the region by providing them with the full suite of financial services products & services.
- Provide financial services solutions to the HNW and wealth client base.
- Developing a 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.
- Establish sales and revenue targets for existing and new client relationships.
- Broaden existing client relationships (greater share of wallet, higher cross sell ratios).
- Providing the highest level of customer service to clients (proactive calls and visits) in order to have clients ownership.
- Maintain & service the onshore and offshore private banking customers and penetrate the cross border relationships.
- Adhering to Private Banking service quality standards.
- Complying with Private Banking policies and guidelines.
Job Requirements:
Education:
- Bachelor's degree from a recognized University.
- Relevant professional certifications.
Experience:
- 4-6 years in relationship management and sales of financial/investment products with a leading bank. Proven record of building relationships and closing business.
Competencies:
- Fluency in English & Arabic .
- Excellent communication, networking and selling skills.
- Strong interpersonal, presentation, and listening skills.
- Good knowledge of financial markets, investment instruments, and investment management.
- Sound understanding of market dynamics / trends, and internal & external policies & controls regulations.
- Good computer skills (MS Office).
-
Amman, Amman, Jordan Arab Bank Full time{"Key Roles & Accountability": "As a key member of our Private Banking team, you will be responsible for servicing new and existing High Net Worth (HNW) clients in the region by providing them with a comprehensive suite of financial services products and services.You will provide financial services solutions to the HNW and wealth client base, developing a...
-
Amman, Amman, Jordan Arab Bank Full timeKey Roles & Accountability:As a Private Banking Relationship Manager, you will be responsible for servicing new and existing High Net Worth (HNW) clients in the region by providing them with a full suite of financial services products and services.You will provide financial services solutions to the HNW and wealth client base, developing a plan to acquire...
-
Wealth Management Specialist
1 month ago
Amman, Amman, Jordan Arab Bank Full timeJob Title: Wealth ManagementAt Arab Bank, we are seeking a highly skilled and experienced Wealth Management professional to join our team. As a Wealth Management Specialist, you will be responsible for servicing new and existing High Net Worth (HNW) clients in the region by providing them with a full suite of financial services products and services.Key...
-
Senior Private Banker
5 months ago
Amman, Jordan Capital Bank of Jordan Full timeCapital Bank is looking for a Senior Private Banker who will be responsible for providing assistance to existing high net worth clients, identifying potential new clients, advise and consult with clients various investment and banking products, and ensure to achieve the clients’ financial needs and goals. Responsibilities:Manage the assigned portfolio...
-
Wealth Management
3 months ago
Amman, Jordan Arab Bank Full timeServicing new and existing HNW clients relationships in the region by providing them with the full suite of financial services products & services.Provide financial services solutions to the HNW and wealth client base.Developing a plan to acquire new client relationships as well as broadening existing client relationships.Achieving sales targets in line with...
-
Wealth Management Specialist
2 months ago
Amman, Amman, Jordan Arab Bank Full timeArab Bank is seeking a skilled Wealth Management Specialist to join our team. The ideal candidate will have a proven track record of servicing high net worth (HNW) clients and providing them with tailored financial services solutions. Key responsibilities include developing and executing plans to acquire new client relationships, broadening existing ones,...
-
Senior Private Banking Professional
2 months ago
Amman, Amman, Jordan Capital Bank of Jordan Full timeCapital Bank of Jordan is seeking a seasoned Senior Private Banker to join our team. As a key member of our wealth management division, you will be responsible for delivering exceptional service to our high net worth clients, identifying new business opportunities, and providing expert advice on investment and banking products.Key Responsibilities:Portfolio...
-
Senior Wealth Manager
4 weeks ago
Amman, Amman, Jordan Capital Bank of Jordan Full timeCapital Bank of Jordan is seeking a Senior Private Banker to provide exceptional service to high net worth clients, identify new business opportunities, and offer tailored investment and banking solutions to meet their financial goals.Key Responsibilities:Portfolio Management: Effectively manage assigned portfolios to drive up-selling, cross-selling, and...
-
Amman, Amman, Jordan Arab Bank Full timeKey Responsibilities:The successful candidate will be responsible for servicing new and existing high net worth (HNW) clients in the region by providing them with a comprehensive suite of financial services products and services.Key Accountabilities:Develop and maintain strong relationships with HNW clients to understand their financial needs and provide...
-
Senior Private Banker
1 month ago
Amman, Amman, Jordan Capital Bank of Jordan Full timeCapital Bank of Jordan: Senior Private BankerWe are seeking a highly skilled and experienced Senior Private Banker to join our team at Capital Bank of Jordan. As a Senior Private Banker, you will be responsible for providing exceptional service to our high net worth clients, identifying new business opportunities, and delivering tailored financial solutions...
-
Senior Private Banker
2 months ago
Amman, Amman, Jordan Capital Bank of Jordan Full timeCapital Bank of Jordan is seeking a seasoned professional to fill the role of Senior Private Banker. As a key member of our team, you will be responsible for delivering exceptional service to our high net worth clients, identifying new business opportunities, and providing expert advice on investment and banking products. Your primary objective will be to...
-
Wealth Management Specialist
2 months ago
Amman, Amman, Jordan Arab Bank Full timeArab Bank is seeking a skilled professional to join our team as a Wealth Management Specialist. The ideal candidate will have a strong background in financial services and a proven track record of building and maintaining relationships with high net worth clients. The role will involve providing personalized financial services and solutions to clients, as...
-
Senior Private Banker
2 months ago
Amman, Amman, Jordan Capital Bank of Jordan Full timeCapital Bank of Jordan is seeking a seasoned Senior Private Banker to join its team. The ideal candidate will be responsible for delivering exceptional service to high net worth clients, identifying new business opportunities, and providing tailored financial solutions to meet their needs. Key responsibilities include: * Managing a portfolio of high net...
-
Relationship Manager
5 months ago
Amman, Jordan Bank of Jordan Full timeManage and develop relationships with corporate clients, understanding their financial goals and objectivesProvide expert advice and guidance on banking solutions to corporate clients, ensuring their banking needs are metAnalyze clients' financial statements, assess creditworthiness, and structure appropriate financing solutionsCollaborate with internal...
-
Relationship Manager Select Segment
1 month ago
Amman, Amman, Jordan Capital Bank of Jordan Full timeCapital Bank of Jordan is seeking a skilled Relationship Manager – Select Segment to oversee clients' accounts and portfolios, driving growth and profitability.Key Responsibilities:Meet annual financial targets by providing exceptional client service and promoting Capital Bank's products and services.Develop and maintain strong relationships with clients...
-
Relationship Manager Select Segment
5 months ago
Amman, Jordan Capital Bank of Jordan Full timeCapital Bank of Jordan is looking for a Relationship Manager – Select Segment to manage clients’ accounts and portfolios. Responsibilities:Achieve annual set financial targets.Provide new and existing clients with a full suite of Capital Bank’s products and services ensuring up-selling and cross-selling.Manage clients’ portfolio...
-
Relationship Manager Business Development Specialist
2 months ago
Amman, Amman, Jordan Capital Bank of Jordan Full timeAbout the RoleWe are seeking a highly skilled and experienced Relationship Manager to join our team at Capital Bank of Jordan. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and driving revenue growth.Key ResponsibilitiesAchieve Annual...
-
Relationship Manager Select Segment
6 months ago
Amman, Jordan Capital Bank of Jordan Full timeAchieve annual set financial targets.Provide new and existing clients with a full suite of Capital Bank’s products and services ensuring up-selling and cross-selling.Manage clients’ portfolio ensuring profitability and growth.Client relationship management to identify and maximize new business opportunities, understand clients’...
-
Product Manager
2 months ago
Amman, Amman, Jordan Digitinary Full timeProduct Manager - Banking ExpertAt Digitinary, we're seeking a seasoned Product Manager with a strong background in Banking and FinTech to lead our product development efforts. As a key member of our team, you'll be responsible for managing technical product teams, planning projects, and collaborating with cross-functional teams to deliver high-quality...
-
Product Manager
2 months ago
Amman, Amman, Jordan Digitinary Full timeProduct Manager - Banking ExpertAt Digitinary, we're seeking a seasoned Product Manager with a strong background in Banking and FinTech to lead our product development efforts. As a key member of our team, you'll be responsible for managing technical product teams, planning projects, and driving the development process using Agile Scrum principles.Key...