About the Role / About the Job
This role involves providing a portfolio of High Net Worth (HNW) clients with personalized service to develop close relationships that maximize profitable contributions for the clients and the bank. The position aims to enhance the company's Gold balance sheet sales and revenues while promoting cross-selling of bank products to existing clients. Additionally, it encompasses sourcing new business from HNW individuals through referrals, marketing activities, and personal contacts. The selected candidate will ensure clients are informed of all financial services offered by the bank and will work towards reaching the financial goals set for the role in line with annual and monthly targets, including cross-selling and upselling products to both existing and new-to-bank customers.
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Key Result Areas
- Optimize the potential value of the client base through effective delivery of the company's Gold products and services.
- Communicate with HNW clients to identify their financial needs.
- Achieve revenue goals, sales, and portfolio growth targets across a variety of products and services.
- Maximize profitability from the Gold base while countering competition from other providers offering alternative investments and wealth management opportunities.
- Acquire new-to-bank HNW clients.
- Maintain a superior customer service experience for clients through proactive servicing and issue preemption.
- Safeguard the bank from potential loss, money laundering (AML) fraud, and ensure ethical behavior at all times during and after sales.
- Enhance market profile and awareness.
- Minimize customer attrition.
- Maintain proactive client contact.
Skills / Experience
- University Graduate.
- Strong selling and financial markets knowledge.
- Strong interpersonal skills and cultural sensitivity.
- Relationship management and networking skills.
- Extroverted/amiable personality.
- Minimum of 5-6 years of experience in a similar role within another bank or financial service in the UAE.
- Excellent communication and negotiation skills.
- CISI certified.
