Wealth Management Private Banking Relationship Manager

2 months ago


Amman, Amman, Jordan Arab Bank Full time

Key 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 tailored solutions.
  • Identify and pursue new business opportunities to expand the client base and increase revenue.
  • Work closely with internal stakeholders to ensure seamless delivery of financial services products and services.
  • Provide exceptional customer service to clients, ensuring their needs are met and exceeded.
  • Maintain accurate records of client interactions and transactions.
  • Stay up-to-date with market trends and regulatory requirements to ensure compliance and provide informed advice to clients.

Requirements:

To be successful in this role, the candidate will require:

  • A Bachelor's degree from a recognized University.
  • Relevant professional certifications.
  • 4-6 years of experience in relationship management and sales of financial/investment products with a leading bank.
  • Excellent communication, networking, and selling skills.
  • Fluency in English and Arabic.
  • Good knowledge of financial markets, investment instruments, and investment management.
  • Sound understanding of market dynamics and internal and external policies and controls regulations.


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