Director,Private Banking.Qatar,Private Banking.Retail Banking Group
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Key skills for this role
About the Role
Mashreq is seeking a Private Banking Director to manage HNW client relationships, drive revenue growth, and deliver tailored banking solutions. The role requires expertise in private banking products and a focus on client acquisition and portfolio growth.
Key Skills for This Role
Responsibilities
- Optimize the potential value of the client base through delivery of Private Banking products and services and actively identify new customers.
- Communicate with HNW clients to structure advice based on client needs.
- Recognize opportunities to partner with other bank professionals to service client needs and maximize bank revenues.
- Maximize profitability from the Private Banking base whilst countering competition.
- Safeguard the bank from potential loss / AML fraud/ and ensure ethical behavior.
- Enhance market profile and awareness.
- Achieve revenue goals, sales & portfolio growth targets across a range of products & services.
- Acquire 'new to bank' HNW clients.
- Maintain a superior customer service experience for clients.
- Minimize customer attrition and maintain proactive client contact.
Requirements
- Experience in private banking or wealth management
- Ability to communicate with HNW clients
- Ability to recognize opportunities to partner with other bank professionals
- Knowledge of AML and ethical behavior
Full Job Posting
Responsibilities
- 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 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' HNW clients.
- Maintain a superior customer service experience for clients including pre empting issues and proactive servicing.
- Minimize customer attrition and maintain proactive client contact.
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