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Director - Private Banking Front Office

Mashreq Corporate & Investment Banking Group

Sharjah, UAEAED 4,000-9,000/moToday
UAEFinance & AccountingFull Time

Skills Required

ErpCustomer Service

Job Description

Job PurposeProvide the portfolio of HNW clients with personalized service to develop close relationships, achieve maximum profitable contribution for both client and bank, and retain their loyalty and respect.Enhance Private Banking sales/revenues and promote the cross‑selling of bank products to existing clients.Source new business of Super HNW individuals through referrals, marketing activities, and personal contacts.Ensure clients are aware of all financial services offered by the bank’s departments—TCM, Trade Finance, Mortgage, Corporate Finance, etc.Key Result AreasOptimize 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 their 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 from alternative investment/WM providers.Safeguard the bank from potential loss, AML fraud, and ensure ethical behavior.Safeguard the banks’ reputation by ensuring ethical professional behavior at all times before, during, and after sales.Enhance market profile and awareness.Achieve revenue goals, sales, and portfolio growth targets across a range of products and 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.Strong numerical, selling, and investment/financial market knowledge.Strong interpersonal skills and cultural sensitivity.Relationship management and networking skills; extrovert/amiable personality.Minimum 12–15 years’ experience in a similar role with another bank/financial services company in the UAE, and certification from the Securities & Commodities Authority (SCA) for selling investments.Behavioral competencies.#J-18808-Ljbffr