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Director,Private Banking.Qatar,Private Banking.Retail Banking Group

Mashreqbank PSC
Qatar, QAT
Director
1 months ago
Private BankingClient Relationship ManagementSalesPortfolio ManagementAML ComplianceFX Trading
Free

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Key skills for this role

Private BankingClient Relationship ManagementSales
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Responsibilities

  • Optimize the potential value of the client base through 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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