M
Director.RBG - Private Banking Front Office
Mashreqbank PSC
UAEAED 4,000-9,000/moToday
UAEFinance & AccountingFull Time
Skills Required
ErpCustomer Service
Job Description
Job DescriptionQualificationsUniversity GraduateStrong numbers, selling & investments/ Financial Market KnowledgeStrong interpersonal skills and cultural sensitivityRelationship management & networking skills. Extrovert / Amiable personalityAt least 2 years experience in a similar role with another bank or financial services company in UAE, certified by the Securities & Investment Institute (SII) for selling investment.Key Results AreasOptimize the potential value of the client base through the 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 while countering competition from alternative investment/WM providers.Safeguard the bank from potential loss/AML fraud and ensure ethical behavior.Safeguard the bank’s 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.ResponsibilitiesOptimize the potential value of the client base through the 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 while countering competition from alternative investment/WM providers.Safeguard the bank from potential loss/AML fraud and ensure ethical behavior.Safeguard the bank’s 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.#J-18808-Ljbffr
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