Job closed
Ref: OP718-08
Job description / Role
JOB TITLE - Senior Banker – Private Clients
JOB PURPOSE
• To acquire new customers and service existing clients ensuring their personal and business needs are met by leveraging the Bank’s offerings across various business units in order to achieve assigned targets and contribute to the bottom line profitability of the department
GROUP
• Consumer Banking
JOB FAMILY
• Relationship Management
ACCOUNTABILITIES
Client Acquisition
• Proactively utilize external professional network and network internally within the bank in order to attract new to bank clients and capture client service synergies
Relationship Management
• Act as primary point of contact for all client interactions and perform day-to-day banking services in order to meet and exceed client expectations
• Assume ownership of any client issues in order to ensure timely resolution
Product Solutions
• Collaborate with internal specialists in order to craft effective wealth management solutions for clients, covering asset management, credit and succession planning
• Identify cross-selling opportunities and proactively interact with internal resources in order to provide product solutions for clients
Risk Management
• Review and monitor work, minimize errors in transaction execution and service delivery and comply with all relevant regulations, policies and guidelines in order to protect the bank against all credit, legal, reputational, and other risks
Policies, Processes, Systems and Procedures
• Adhere to all relevant organizational and departmental policies, processes, standard operating procedures and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders
Self-Management
• Manage self in line with the bank’s people management policies, procedures, processes and practices to ensure adherence and to maximise own contribution to business performance
Customer Service
• Apply the bank's Service Standards to deliver the bank’s required levels of service in all internal and external customer interaction
Requirements
EXPERIENCE, QUALIFICATIONS & COMPETENCIES
Minimum Experience
• At least 15 years of experience in a commercial/universal bank context in a relationship management client facing role working with high net worth clients executing client transactions across business
Minimum Qualifications
• Bachelor’s Degree in Finance, Economics or a related field
Knowledge and Skills
• Client service and acquisition skills
• Ability to network across stakeholder groups
• Communication skills
• Ability to use fact-based analysis to win broad support for new concepts and ideas
• Written and spoken English
About the Company
One of the leading Recruitment Agencies in UAE.