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Associate Director - Private Banking
James Douglas Middle East
Dubai, UAEAED 5,000-12,000/moToday
UAEFinance & AccountingFull Time
Skills Required
ErpCustomer Service
Job Description
About the job Associate Director - Private BankingOur client is a well-known large financial services organisation based in UAE. They are looking to hire multiple Associate Directors / Relationship Managers within the Private Banking division, with outstanding interpersonal skills and a driven attitude. The candidates will be reporting directly to the Senior Director.Job PurposeTo 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 / revenues and promote the cross selling of bank products to all existing clients.Job Holder must be able to source new business of Super HNW individuals through referrals, marketing activities, and personal contacts.Financial Advisor 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 AreasOptimize 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.Minimize customer attrition.Maintain proactive client contact.Knowledge, Skills and ExperienceUniversity Graduate with related degreeStrong numbers, selling & investments/ Financial Market knowledgeStrong Interpersonal skills and cultural sensitivityRelationship Management & Networking skills.2+ years of experience in a similar role with other banks / financial services companies in UAE, they should be certified from the Securities & Investment Institute (SII) for selling investment.#J-18808-Ljbffr
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