Wealth Management Private Banking Relationship manager

5 months ago


Amman, Jordan Arab Bank Full time

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).


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