Wealth Management & Private Banking Relationship Manager at Arab Bank

الوصف الوظيفي:

أحدث معلومات الوظائف من Arab Bank لمنصب Wealth Management & Private Banking Relationship Manager. If the Wealth Management & Private Banking Relationship Manager الشاغرة في Manama تتوافق مع مؤهلاتك، يرجى تقديم أحدث طلب أو سيرة ذاتية مباشرة من خلال بوابة وظائف Jobkos المحدثة.

يرجى ملاحظة أن التقديم على وظيفة قد لا يكون سهلاً دائماً، حيث يجب على المرشحين الجدد استيفاء مؤهلات ومتطلبات معينة تحددها الشركة. نأمل أن تكون الفرصة المهنية في Arab Bank لمنصب Wealth Management & Private Banking Relationship Manager أدناه تتوافق مع مؤهلاتك.

Accountabilities and Key Roles

• Servicing new and existing HNW clients relationships in the region by providing them with the full suite of financial services products & services.
• Provide financial services solutions to the HNW and wealth client base.
• Developing a plan to acquire new client relationships as well as broadening existing client relationships.
• Achieving sales targets in line with best practice standards of services and acting as a “Trusted Advisor” to the HNW clientele.
• Establish sales and revenue targets for existing and new client relationships.
• Adhering to Private Banking service quality standards.
• Complying with Private Banking policies and guidelines.
• Broaden existing client relationships (greater share of wallet, higher cross sell ratios)
• Provide clients with comprehensive advisory services based on best practices and as per customer risk appetite.
• Develop a comprehensive risk profile per customer and maintain updated file on quarterly basis.
• 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 الدولة/Region head.
• Providing the highest level of customer service to clients (proactive calls and visits) in order to have clients ownership.
• Maintain & service the onshore and offshore private banking customers and penetrate the cross border relationships.
• Retain Client ownership (strong knowledge of client account, transactions and all issues related to client).
• Ensuring compliance with Private Banking policies and regulations and adhering to service quality standards.
• Complying with Private Banking policies guidelines, KYC and AML regulations.
• Ensure that all clients’ files are updated and all documents are available.

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معلومات الوظيفة:

• الشركة: Arab Bank
• المنصب: Wealth Management & Private Banking Relationship Manager
• مكان العمل: Manama
• الدولة: BH

كيفية تقديم الطلب:

بعد قراءة وفهم المعايير ومتطلبات الحد الأدنى من المؤهلات الموضحة في معلومات الوظيفة Wealth Management & Private Banking Relationship Manager at the office Manama أعلاه، أكمل فوراً ملفات طلب الوظيفة مثل خطاب التقديم، السيرة الذاتية، نسخة من الشهادة الجامعية، كشف الدرجات، والملاحق الأخرى كما هو موضح أعلاه. أرسلها عبر رابط الصفحة التالية أدناه.

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