Company: Arab Bank Group
Location: Doha, Qatar
Employment Type: Full-time
Description:
Accountabilities and Key Roles:
• Service new and existing HNW clients relationships in the region by providing them with the full suite of financial services products and services
• Develop a business plan to acquire new client relationships as well as broadening existing client relationships
• Achieve sales targets in line with best practice standards of services and act as a “Trusted Advisor” to the elite clientele: 1) Investment Advisory: Advising clients related to specific products and services. 2)Portfolio Advisory: Advising clients with regards to overall portfolio construction based on asset allocation methodology.
• Have all clients’ files updated and ensure that all documents related to client are available in order to comply to KYC and AML Regulations.
• Develop comprehensive customized financial plans based on client risk profiles
• Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing)
• Research competitive offering and solicit client… feedback for new product ideas
• Escalate customer suggestions/ concerns to the Country/ Region Head
• Provide the highest level of customer service to clients (proactive calls and visits) in order to have clients ownership
• Retain Client ownership (strong knowledge of client account, transactions and all issues related to client)
Job Requirements:
Education:
• Bachelor’s degree from a recognized university
• Relevant professional certification (eg. CF21 “Investment Advisor”, CFA) is a plus
Experience:
• Minimum of 5 years in Banking experience with at least 2 years in Relationship Management and sales of financial/ investment products with a leading international/ regional private bank. Also, proven record of building relationships and closing business
Competencies:
• Fluency in English and Arabic
• Excellent communication, networking and selling skills
• Strong interpersonal, presentation and listening skills
• Good knowledge of financial markets, investment instruments and investment management
• Sound understanding of market dynamics/ trends and internal/ external policies and controls regulations
• Ability to provide financial solutions to sophisticated clients
• Good computer skills (MS Office
Source: Jobg8
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