Associate Director - Private Banking (Emiratization)
MashreqJob Description
Job Purpose - To provide his portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and bank and retain their loyalty and respect. - The job holder is required to enhance Private Banking sales / acquisition / revenues and promote the cross selling of bank products to all existing clients. - Job Holder must be able to source new business of HNW individuals through referrals, marketing activities, and personal contacts. - Must ensure that client are aware of all financial services offered by the banks many departments, TCM, Trade Finance, Mortgage, Corporate Finance etc. Key Result Areas: - Optimize the potential value of the client base through the delivery of Private Banking products and services and actively identify new customers - Ability to communicate with HNW clients to structure advise based on client needs - Ability to recognize opportunities to partner with other bank professionals to service client needs and maximize bank revenues. - Maximizing profitability from the Private Banking base whilst countering competition from other providers offering alternative investment / WM opportunities. - Safeguard the bank from potential loss / AML fraud/ and ensure ethical behavior - Safeguard banks reputation by ensuring ethical professional behavior at all times before/during after sales - Enhance market profile and awareness. - Achieve revenue goals, sales & portfolio growth targets across a range of products & services (Investments, Term Deposits, CASA balances, TCM, FX trading, share financing, etc) - Acquire ‘new to bank’ NHW clients - Maintain a superior customer service experience for clients including pre-empting issues and proactive servicing. - Maintain proactive client contact Knowledge, Skills and Experience - University Graduate with Certification or Diploma un sales/marketing - Strong numbers, selling & investments/ Financial Market Knowledge - Strong Interpersonal skills and cultural sensitivity - Relationship Management & Networking skills. Extrovert / Amiable personality - At least, 10 years of experience of a similar job with another bank / financial services Co. - Should be certified from the Securities & Commodities Authorities (SCA) for selling investments.
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