Relationship Manager - Priority Banking

Mark Williams

Dubai, Abu Dhabi, UAE

Ref: LP483-162

Job description / Role

Employment: Full Time

* Acquire HNWI customers through own network and database.
* Transfer, build liability and AUM portfolio through own network and database.
* Cross sell banking and wealth management solutions.
* Single point contact and dedicated account manager for priority banking customers.
* Achieve targets/goals as set by the business at start of each quarter and collectively for the full year.
* Maintain consistent and sustainable performance.
* Increase customers total relationship balance (TRB) across liabilities and wealth management products.
* Acquire new banking customers (Resident and Non-Resident) through own network, database and referrals.
* Achieve healthy mix of CASATD in the portfolio. Ideal CASA : TD mix to be 50 : 50
* Achieve healthy cross sell of products. (Liabilities and WM products). At least 50% of the customer base should have balances in both these products.
* Adhere to the banks AML / KYC policy, escalate and report suspicious transactions.
* Zero error rate on CADD/CTP/Checklist documentation. Instant response and quality disposition to compliance alerts
* Maintain high standards in customer disclosures and achieving zero customer complaint record.
* Provide clear information to customers and ensure that they fully understand the product they are opting for.
* Ensure consistent and transparent disclosures of fess/charges and risks associated with the banking & wealth management products.
* Operate in a manner which protect the banks / franchise interests at all times.
* Ensure less than 5% attrition of customer base.
* Achieve granularity and avoid skew in TRB as regards individual customers / company accounts
* Premium accounts to be fully funded within three months of account opening.
* Maintain high standards of customer service resulting in increase in customer balances and product cross sell
* Work as an active team member and maintain / drive the team spirit.
* Help and respect colleagues and peers.
* Maintain cordial relations with all bank staff and customers and have a zero people conflict record.
* Lead, guide, develop and motivate new staff

Requirements

* Relevant Wealth Management Sales Experience 2-5 years
* Candidate must possess sound knowledge of global financial markets.
* Must be able to demonstrate awareness and understanding of recent developments, opportunities and risks in popular investments markets & products.
* Candidate must possess sound knowledge of life Insurance products like regular savings and protection plans.
* Candidate should have worked in Priority Banking divisions of local / MNC banks. (Exception can be made for candidates working with Asset Management / Insurance / Broking / Mortgage companies and who have a large customer network / database).

Other knowledge/skills (eg. management, interpersonal, technical):
* Exposure and excellent working knowledge on computers (Ms Office/Internet)
* Fluent in English (read/write/speak). Arabic language will be an added advantage.
* Good understanding of compliance and regulatory requirements of all products

About the Company

Mark Williams is a Dubai recruitment company with a wealth of Search & Selection experience. Mark Williams International is a subsidiary of the Williams Group UK and in December 2009 set up the Middle East business.

Mark Williams is a fully licensed recruitment firm currently focused on fulfilling clients needs in; Emiratisation, Financial Services and Information Technology related position within the United Arab Emirates. The initial focus was looking at Emiratisation into the Financial Services sector across all seven Emirates. With an increased demand for over the subsequent years for Emiratisation we have broadened our scope to place UAE Nationals into Industry & Government with dedicated teams for Emiratisation into Financial Services and Industry. Given our focus is primarily on the local market it gives us a depth of understanding & knowledge that enables us deliver our business partners an unrivaled service in terms of; speed and most importantly, quality.

Founding the Middle East business in adverse market conditions has enabled us to capture market-share and establish ourselves as a house hold name within our specialisms. Within two years we had outgrown our initial office and moved to the prestigious Business Central Towers in Media City. Mark Williams, at the end of 2014 has completed its third upscaling of operations to Bay Square, Business Bay. This was a strategic move to enable continued business growth by servicing clients and candidates with improved infrastructure, access and parking. Mark Williams provides candidates and clients private meeting rooms, testing facilities and board room access to facilitate screening and interviews. With our current capacity and growth ambitions Mark Williams is now one of the fastest growing Recruitment agencies in the region.

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Junior Officer salaries in UAE

Average monthly compensation
AED 4,500

Breakdown available for industries, cities and years of experience