Wealth Relationship Manager

Bahrain

Ref: LP127-1118

Job description / Role

Employment: Full Time

Our client is a leading financial services company, advising clients in all aspects of finance, across the globe. As one of the world’s leading banks, they are committed to delivering a financial experience and expertise to corporate, institutional and government clients and to UHNW and HNW individuals worldwide, in addition to affluent and retail clients. Their integrated businessmodel combines the resources of two divisions, allowing them to provide comprehensive solutions to clients. They have operations in over 50 countries and employ 40,000+ individuals from approximately 150 different nations. Our client is looking for a Private Banker for their Bahrain branch

Duties & Responsibilities
- You will be based in Bahrain and working in an office with excellent retention and among a highly experienced team with over 130 years combined experience.
- You will be working in a target driven environment and you responsible for delivering an annual revenue stream.
- Your client base will consist of high net worth individuals, family offices, trusts etc.
- Improving the overall customer relationship, delivering reliable administrative support and customer service.
- Acknowledging customers promptly and treating them in a courteous manner.
- Finding out what information, products or services the customer requires to meet his/her needs, providing clear, accurate and relevant information .
- Maintaining a strong working knowledge of client portfolios / products with the company.
- Resolving customers’ queries within agreed authority.
- Producing file notes after any client meetings, summarising any additional actions required, including follow-up calls.
- Contributing to the development of new products and services, based on customer feedback.
- Sales activity planning, including reviewing existing customer files to identify sales opportunities.
- Undertaking commercial negotiations.
- Managing new business pitches.
- Compliance with legal requirements, industry regulations, organisational policies and professional codes.

Requirements

- At least 8 years of experience and above in Wealth Management .
- You will have an impressive track record with leading international private banks.
- You will ideally have a transferable book and network of contacts among private investors.
- Excellent interpersonal skills, able to communicate with a wide range of people.
- Strong customer service ethic.
- Reliable and ethical, respecting customers’ confidentiality .
- Strong negotiation skills.
- Ability to manage risk.
- Proactive and highly self-motivated.
- Flexibility as there might be lots of travel involved.
- Comfortable approaching people.
- Ability to explain complex information in simple terms.

About the Company

Propel Consult delivers a service in step with the needs of both our client companies and candidates. Our ability to add value to all levels of recruitment stems from our wholehearted belief in providing a professional service to both parties. We have built relationships with many leading indigenous and mulitnational organisations throughout the Middle East and internationally in countries such as UAE, Qatar, Saudi Arabia, Oman, Bahrain, Kuwait, Egypt and many more. Concentrating our resources has created 5 distinct specialist divisions: