JOB DESCRIPTION / ROLE
KPIs:
- To manage a portfolio of Privilege customers of 250+ clients.
- Achieve Wealth Targets of Investment AUMs & Revenue.
- Achieve CID & % penetration of the assigned Wealth customers.
- Manage & Serve the customer’s Wealth Management needs.
- Cross Sell Liability & Asset products as per customer’s requirements.
- The RM will proactively manage and grow assets under management & increase his/her portfolio profitability and increase investment penetration.
- To service customer inquiries and deliver excellent service through communication & team work.
REQUIREMENTS
Previous experience and demonstrated ability within Relationship Management for Wealth/Privilege:
Exposure to managing and growing portfolio through Business Development, Account Management / Client Servicing, and Cross-Selling of products.
ABOUT THE COMPANY
ADCB is a full-service commercial bank offering a wide range of products and services such as retail banking, wealth management, private banking, corporate banking, commercial banking, cash management, investment banking, corporate finance, foreign exchange, interest rate and currency derivatives, Islamic products, project finance, and property management services.
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