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Associate Director - Private Banking (Emiratization)

Mashreq
Dubai, UAE
Fulltime
Mid-Senior
2 months ago
AssociateBankingDirectorEmiratizationPrivate
Free

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Job Purpose

  • To provide his portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and bank and retain their loyalty and respect.
  • The job holder is required to enhance Private Banking sales / acquisition / revenues and promote the cross selling of bank products to all existing clients.
  • Job Holder must be able to source new business of HNW individuals through referrals, marketing activities, and personal contacts.
  • Must ensure that client are aware of all financial services offered by the banks many departments, TCM, Trade Finance, Mortgage, Corporate Finance etc.

Key Result Areas

  • Optimize the potential value of the client base through the delivery of Private Banking products and services and actively identify new customers
  • Ability to communicate with HNW clients to structure advise based on client needs
  • Ability to recognize opportunities to partner with other bank professionals to service client needs and maximize bank revenues.
  • Maximizing profitability from the Private Banking base whilst countering competition from other providers offering alternative investment / WM opportunities.
  • Safeguard the bank from potential loss / AML fraud/ and ensure ethical behavior
  • Safeguard banks reputation by ensuring ethical professional behavior at all times before/during after sales
  • Enhance market profile and awareness.
  • Achieve revenue goals, sales & portfolio growth targets across a range of products & services (Investments, Term Deposits, CASA balances, TCM, FX trading, share financing, etc)
  • Acquire ‘new to bank’ NHW clients
  • Maintain a superior customer service experience for clients including pre-empting issues and proactive servicing.
  • Maintain proactive client contact

Knowledge, Skills and Experience

  • University Graduate with Certification or Diploma un sales/marketing
  • Strong numbers, selling & investments/ Financial Market Knowledge
  • Strong Interpersonal skills and cultural sensitivity
  • Relationship Management & Networking skills. Extrovert / Amiable personality
  • At least, 10 years of experience of a similar job with another bank / financial services Co.
  • Should be certified from the Securities & Commodities Authorities (SCA) for selling investments.

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