You will be responsible for maintaining strong relationships with the private banking client base. You will also evaluate private clients financial data and investment objectives and recommend strategies based on the clients risk profile, personal financial statements and net worth. In addition, you will achieve all volume, revenue and profit targets for the private banking (PVT) segment as defined in the budget and balance score card.
You will need to be responsive to the needs of the client base and lead the client focus initiative to ensure that a cross referral environment is established, thereby ensuring all services such as fiduciary and yacht finance that are offered by the bank are brought to the clients attention . You will build and maintain strong and effective relationships with the internal departments across the group to ensure priority processing and resolutions for the needs of customers including any related operational issues and thereby facilitate achievement of the groups objectives.
The successful candidate should hold a Bachelors Degree in a relevant field. You should have at least 8 years experience in the banking sector. You should also have a strong knowledge of private banking and be fluent in both English and Arabic.