Key Accountabilities

Shareholder & Financial

•   Responsible for accomplishing lending and deposit volume goals and all financial services within the Private Banking platform

•   To develop and grow the PB AUM portfolio and maximize the return for the bank

•   Develop new business by acquiring new clients and cross sell a wide variety of Private banking products and services including a comprehensive range of credit services, investment services

•   To produce and present suitable investment proposals to HNWI with best advice practice

•   To produce and present suitable credit facilities proposals to HNWI 

•   To provide regular feedback on market developments and competitor activity

•   To ensure strict compliance with internal and external guidelines and regulations

Customer (Internal/External)

•   Responsive to the needs of the customer base and lead the customer focus initiative to ensure a cross referral environment is established in the Private Bank for the best interests of the client. 

•   Market the Group’s products and services to the HNW customers (includes the Ruling Family members and the Government officials).

•   Conduct visits to HNW customers to strengthen relationships through personalized interaction and at the same time market Group products and services.

•   Act as the single point of contact for all Private Banking services pertaining to HNW customers. Ensure customer complaints are handled/ resolved in the most expeditious manner. 

•   Conduct regular visits to customers in line with strategy and act as the main point of contact for servicing the customer, providing information, answering inquiries and resolving issues.

•   Solicit client feedback on value proposition and for new product ideas and ensure communication of customer feedback to Segment Management team.

•   Leverage insights and data on customer needs and behaviour in order to build deep customer relationships.

•   Build and maintain strong and effective relationship with the all other related departments and units to ensure priority processing and resolution of the needs/ queries of such customers including any related operational issues and thereby facilitate achievement of the Group’s goals/ objectives.

•   Provide timely and accurate information to the external and internal auditors and the Compliance function as and when required on the HNW customer base

Relationship Management

•   Participate in the identification and establishment of new relationships, consistent with the Bank’s strategic and commercial objectives.

•   Prepare regular meetings with portfolio clients to introduce Cb products and services in order to maximize portfolio revenues and ensure that customers are satisfied with services received.

•   Assist in the maintenance of ongoing dialogue with customers to ensure that they are aware of all Cb products/services relevant to their situation and credit analysis.

Skills

Key Interactions

Competencies

• Account Management
• Adaptability/Flexibility
• Customer Focus
• Customer Service
• Decision Making/Judgment
• Job Knowledge
• Managing Conflict
• Meeting Management
• People Development
• Productivity
• Quality
• Results Focus
• Sales Goals
• Sales Organization
• Sales Skills
• Sales Team Support
• Self Development
• Strategic Thinking/Management
• Team Leadership
• Technical Skills
• Territory Management
• Vision and Values

Skills

• Ability to interact with internal and external stakeholders in a multi-cultural environment
• ATM Knowledge
• Auditing
• Auditing
• Bank Checks
• Bank Computer Systems
• Bank Operations
• Bank Operations
• Bank Policies and Procedures
• Bank Policies and Procedures
• Bank Policies and Procedures
• Bill Payment Procedures
• Bond Services
• Branch Management
• Budgeting
• Building and Managing Teams
• Cash Drawer Balancing
• Cashiers Checks
• Certificates of Deposit
• Certification in Anti money laundering (CAMS certification)
• Check Cashing Procedures
• Checking Accounts
• Checking Accounts
• Closing Procedures
• Consumer Lending
• Credit Card Accounts
• Customer Conflict Management
• Customer Contact Management
• Customer Focus
• Customer Relationship Management
• Customer Service
• Customer Service
• Customer Service
• Customer Service
• Customer Service Orientation
• Customer Surveys
• Data Entry
• Deposits and Withdrawals
• Direct Customer Interface
• Due Diligence
• Escalation Procedures
• Escrow Services
• Extensive knowledge of the banking sector in Qatar and the region
• Financial Analysis
• Financial Consulting
• Financial Product Knowledge
• Financial Products
• Financial Products
• Foreign Exchange
• Foreign Exchange
• Functional Management
• Holiday and Vacation Clubs
• In-depth knowledge of cheque processing
• Insurance Knowledge
• Interpersonal Relations
• Issues Management
• Knowledge of AML/ CFT process and KYC regulations
• Knowledge of Retail Banking Industry and branch banking
• Leadership
• Listening
• Loan Management
• Loan Payment Procedures
• Loan Processing
• Mutual Funds
• Negotiating
• New Accounts
• Night and Mail Deposit Procedures
• Online Banking
• Online Banking
• Online Banking
• Oral/Written Communications
• People Management
• Performance Management
• Personal Banking
• Planning
• Private Client Services
• Problem Solving
• Problem Tracking Tools
• Product/Service Knowledge
• Recruitment
• Regulatory Compliance
• Regulatory Compliance
• Regulatory Compliance
• Relationship Management
• Relationship Management
• Resource Management
• Risk Analysis
• Risk Management
• Safe-Deposit Box Procedures
• Salesmanship
• Salesmanship
• Savings Accounts
• Savings Accounts
• Security Procedures
• Security Procedures
• Series E Bonds
• Service Culture Creation
• Service Level Agreements
• Strategic Planning
• Teller Computer Systems
• Travelers Checks
• Vault Procedures

Education

• Bachelor degree or equivalent