| Financial Planning Officer / Manager | |
| Saudi British Bank (SABB) Riyadh , Khobar , Jeddah, Saudi Arabia Ref: GP150-37 |
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The RoleThe RoleThe financial planner role is critical to the success of SABB retail banking. Dealing mainly with high net worth customers, the financial planner will arrange appointments, Identify opportunities and establish needs, prepare recommendations from a broad product portfolio, present & agree solutions and provide clients with ongoing service. The product portfolio encompasses investment funds and SABB Family Takaful products The financial planner is a committed to the achievement of agreed business targets and works closely with the Area Sales Manager Financial Planning Services. The financial planner builds a professional approach to the business of Financial Planning, the required skills are; a genuine interest in people, good presentation skills, good written and verbal communication, an interest in financial matters and the ability to learn new skills. |
RequirementsRequirementsWork Experience: • At least 2-3 years of sales experience in a service related environment, preferably banking or finance • Knowledge of sales techniques • knowledge of investment markets both locally and internationally • Insurance sales experience is a plus. Education: • A graduate degree in commerce, finance, or marketing is preferred. • Command of English language Age : 25yrs old + Salary: Good basic with high earnings potential Location: Saudi Arabia Nationality: Saudi Nationals only need apply |
About the CompanyAbout the CompanyThe Saudi British Bank (SABB) is one of the leading banks in the Kingdom of Saudi Arabia, and is an associated company of the HSBC Group, one of the worlds largest banking and financial services organisations, with over 9,800 offices in 77 countries and territories in Europe, the Asia-Pacific region, the Americas, the Middle East and Africa. SABB is a Saudi Joint Stock Company and operates as a commercial bank through a network of 73 branches including 13 exclusive ladies' sections/ branches. The bank has over 2000 employees and is a leader in offering its customers a full range of banking services. Our Mission is a total commitment to put our customers first" |
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