About the Role
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This position is focused on providing a personalized service to a portfolio of High Net Worth (HNW) clients, aiming to develop close relationships, maximize profit contributions for both the clients and the bank, and retain client loyalty and respect. The role is central to enhancing Private Banking sales and revenues as well as promoting the cross-selling of bank products to all existing clients. The job holder will source new business from Super HNW individuals through referrals, marketing activities, and personal contacts. The Financial Advisor will ensure that clients are aware of all financial services offered by various departments, such as Trade Finance, Mortgage, and Corporate Finance.
Responsibilities
- Optimize the potential value of the client base through the delivery of Private Banking products and services and actively identify new customers.
- Communicate effectively with HNW clients to structure advice based on their needs.
- Recognize opportunities to partner with other bank professionals to service client needs and maximize bank revenues.
- Maximize profitability from the Private Banking base while countering competition from other providers offering alternative investment and wealth management opportunities.
- Safeguard the bank from potential loss, AML fraud, and ensure ethical behavior.
- Ensure the bank's reputation is upheld by maintaining ethical professional behavior at all times before, during, and after sales.
- Enhance market profile and awareness.
- Achieve revenue goals, sales, and portfolio growth targets across a range of products and services, including Investments, Term Deposits, CASA balances, TCM, FX trading, and share financing.
- Acquire 'new to bank' HNW clients.
- Maintain a superior customer service experience for clients, including pre-empting issues and proactive servicing.
- Minimize customer attrition.
- Maintain proactive client contact.
Qualifications
- University Graduate.
- Strong numerical skills, selling abilities, and knowledge of investments and financial markets.
- Strong interpersonal skills and cultural sensitivity.
- Relationship management and networking skills; extroverted and amiable personality.
- At least 2 years of experience in a similar role with another bank or financial services company in the UAE, with certification from the Securities & Investment Institute (SII) for selling investments.
