Relationship Manager – Private Banking
| Company Name: | Confidential Company |
| Employment Type: | Full Time |
| Location: | Dubai |
| Experience: | 15+ years |
| Degree: | Master Degree |
| Gender: | Any |
| Age: | Any |
| Nationality: | Any |
| Salary: | Unspecified |
| No. Of Vacancies: | 1 |
| Job Description: |
| Role Summary: The Relationship Manager will develop and maintain a client book, manage portfolios of UHNWI and HNWI and provide them with sound financial advices. Primary Duties and Responsibilities: • Active development and acquisition of a book of clients. • Provide pertinent sound financial and investment advice to meet client’s needs. • Act as the Primary Client Advisor in portfolio management and follow up. • Manage administrative tasks such as updating client’s files in line with existing regulations upon Legal/Compliance guidance (QI, FATCA), on-boarding, bank account opening and closing processes in coordination with the Compliance and Central File Department. • Conduct regular meetings with new and existing clients. • Identify and prioritize critical client financial issues and advocate solutions that lead to the attainment of the clients’ financial aspirations and goals. • Keep up to date on new financial products, regulatory requirements and control standards. • Handle the financial review documentation and other customer correspondence. • Liaise with Operations to ensure the trade allocations, financial transactions and settlements are completed. Education and Experience: • Master’s degree in Finance or relevant major • Diploma in Wealth Management (SAQ CWMA, CISI, etc.) is a major plus • MBA is a plus • Previous experience as a Relationship Manager is a must • Up to 15 years of experience in Private Banking Requirements: • Considerable client book of loyal clients • Strong network Skills and Qualifications: • Enthusiastic, Energetic, goal-oriented and self-driven • Excellent Communication and Consultancy Skills • Client Focus: A Relationship Manager is dedicated to meeting the expectations and requirements of internal and external clients; gets first-hand client information and uses it for improvements in products and services; acts with clients in mind; establishes and maintains effective relationships with and gains their trust and respect. • Strategic Agility: Sees ahead clearly; can anticipate future consequences and trends accurately; has broad knowledge and perspective; is future oriented; can articulately paint credible pictures and visions of possibilities and likelihoods; can create competitive and breakthrough strategies and plans. • Negotiating: Can negotiate skillfully in tough situations with both internal and external groups; can be both direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing. • Measuring and Managing Work: Clearly assigns responsibility for tasks and decisions; sets clear objectives and measures; monitors process, progress and results; designs feedback loops into work. |
