Senior Relationship Manager

Job description / Role

A leading investment client is looking for a Senior Relationship Manager who has developed his/her own book of business for many years working for a private bank and is ready to expand on that within an entrepreneurial setting.

The Senior Relationship Manager will need to have a proven track record and significant industry experience working as a Private Banker within an International bank, ideally with some experience working with Ultra high net worth individuals.

Previous Experience

The successful candidate should have a strong investment management background enabling him/her to work on portfolios within the pre-set Investment policy framework. Importantly we are looking for an entrepreneurial person with the right attitude towards work.

The Role

• Bring new business to the investment platform as per the candidate’s business plan, which will be signed off by the CEO and performance to be monitored on a monthly basis
• Maintain and update a pipeline of prospects
• Work on prospects given by the business to be converted into clients and maintain a proactive follow-up
• Manage some of existing relationships of the business with a view to upgrade the relationship and improve the revenue
• Work very actively with the wider Investment team with a view to engage clients on DPM portfolios.
• Ensuring that all internal and external policies in regard to KYC/CDD and Money Laundering are adhered to. This also includes adhering to FCA policies and any other regulator which is relevant to clients.
• Cross-selling with Real Estate and Investment Banking team with a view to add value to the client’s relationship and enhance revenue.
• To be a point of contact and pro-actively support the CEO in building the commercial business

Key Objective

• USD 40 million assets under management (AUM) within the first twelve months of your employment (taken from your business plan

Requirements

• The Senior Relationship Manager will need to have a proven track record and significant industry experience working as a Private Banker within an International bank, ideally with some experience working with Ultra high net worth individuals.
• The successful candidate will be self-motivated and can work independently to bring and execute AUM, Real Estate and Investment banking deals to the internal platform.

About the Company

BAC Middle East - the longest established professional recruitment consultancy in the UAE. Established in 1979, we have been at the forefront of the region's recruitment industry for 40 years and were the first firm of our type in the world to achieve ISO9001 certification: a reflection of our constant emphasis on quality and customer satisfaction.

With our well-developed infrastructure and staff strength, we are able to assist you with recruitment needs ranging from junior professionals through to middle and senior management, whatever your industry sector.

BAC's proven regional experience and resources can help ensure that you recruit the best available candidates and enjoy the many advantages of a managed recruitment process.