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