Overview
Elite Relationship Management (Retail Affluent) Jobs in Doha, Qatar at Arab Bank
Title: Elite Relationship Management (Retail Affluent)
Company: Arab Bank
Location: Doha, Qatar
Accountabilities and Key Roles:
Service new and existing HNW clients relationships in the region by providing them with the full suite of financial services products and services
Develop a business plan to acquire new client relationships as well as broadening existing client relationships
Achieve sales targets in line with best practice standards of services and act as a “Trusted Advisor” to the elite clientele: 1) Investment Advisory: Advising clients related to specific products and services. 2)Portfolio Advisory: Advising clients with regards to overall portfolio construction based on asset allocation methodology.
Have all clients’ files updated and ensure that all documents related to client are available in order to comply to KYC and AML Regulations.
Develop comprehensive customized financial plans based on client risk profiles
Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing)
Research competitive offering and solicit client feedback for new product ideas
Escalate customer suggestions/ concerns to the Country/ Region Head
Provide the highest level of customer service to clients (proactive calls and visits) in order to have clients ownership
Retain Client ownership (strong knowledge of client account, transactions and all issues related to client)
Job Requirements:
Education:
Bachelor’s degree from a recognized university
Relevant professional certification (eg. CF21 “Investment Advisor”, CFA) is a plus
Experience:
Minimum of 5 years in Banking experience with at least 2 years in Relationship Management and sales of financial/ investment products with a leading international/ regional private bank. Also, proven record of building relationships and closing business
Competencies:
Fluency in English and Arabic
Excellent communication, networking and selling skills
Strong interpersonal, presentation and listening skills
Good knowledge of financial markets, investment instruments and investment management
Sound understanding of market dynamics/ trends and internal/ external policies and controls regulations
Ability to provide financial solutions to sophisticated clients
Good computer skills (MS Office)
