Elite Relationship Management (Retail Affluent)

lxbfYeaa - Qatar - Doha

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)
Post date: 14 August 2024
Publisher: LinkedIn
Post date: 14 August 2024
Publisher: LinkedIn