Accountable for:

- Supporting Senior RMs/RMs in servicing new and existing HNW client relationships and providing them with the full suite of financial products & services
- Assisting Senior RMs/RMs in achieving sales targets in line with best practice standards of services and acting as a “Trusted Advisor” to the HNW clientele
- Managing the day to day administrative activities of the HNW clientele
- Ensuring compliance with Private Banking policies and regulations and adhering to service quality standards.
- Maintaining up-to-date clients’ files and complete documentation in order to comply to KYC and AML Regulations.

Key Roles:
- Assist in providing financial services solutions to the HNW client base
- Update relevant RM with periodic evaluation report for customers’ portfolio, prepare investment proposals for clients and provide accurate customer information
- Assist in identifying new HNW clients and assist in the analysis of existing client business and identify new business opportunities
- Assist in establishing sales and revenue targets for existing and new client relationships.
- Assist Senior RMs/RMs in providing clients with comprehensive advisory services.
- Deal with customer queries / requests as well as transaction processing to include
- Check documentation and ensure compliance with regulatory requirements
- Develop comprehensive customized financial plans based on client risk profiles.
- Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing)
- In agreement with the Senior RM/RM, Research competitive offering and solicit client feedback for new product ideas.
- Escalate customer suggestions/concerns to the Senior RM/RM
- Provide high level of customer service to clients (proactive calls)
- Undertake all, non-routine client contacts with the prior agreement of the Senior RM/RM.

Skills
- Fluency in English & Arabic (where relevant) .
- Excellent communication, networking and selling skills.
- Strong interpersonal, presentation, & listening skills.
- Good knowledge of financial markets, investment instruments, and investment management
- General understanding of market dynamics / trends, and internal & external policies & controls regulations.
- Ability to provide financial solutions to sophisticated clients
- Good computer skills (MS Office).

Experience:
- 1-2 years in relationship management and sales of financial/investment products with a leading international / regional private bank.

Education
Bachelors Degree from a recognized university .

Accountable for:

- Supporting Senior RMs/RMs in servicing new and existing HNW client relationships and providing them with the full suite of financial products & services
- Assisting Senior RMs/RMs in achieving sales targets in line with best practice standards of services and acting as a “Trusted Advisor” to the HNW clientele
- Managing the day to day administrative activities of the HNW clientele
- Ensuring compliance with Private Banking policies and regulations and adhering to service quality standards.
- Maintaining up-to-date clients’ files and complete documentation in order to comply to KYC and AML Regulations.

Key Roles:
- Assist in providing financial services solutions to the HNW client base
- Update relevant RM with periodic evaluation report for customers’ portfolio, prepare investment proposals for clients and provide accurate customer information
- Assist in identifying new HNW clients and assist in the analysis of existing client business and identify new business opportunities
- Assist in establishing sales and revenue targets for existing and new client relationships.
- Assist Senior RMs/RMs in providing clients with comprehensive advisory services.
- Deal with customer queries / requests as well as transaction processing to include
- Check documentation and ensure compliance with regulatory requirements
- Develop comprehensive customized financial plans based on client risk profiles.
- Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing)
- In agreement with the Senior RM/RM, Research competitive offering and solicit client feedback for new product ideas.
- Escalate customer suggestions/concerns to the Senior RM/RM
- Provide high level of customer service to clients (proactive calls)
- Undertake all, non-routine client contacts with the prior agreement of the Senior RM/RM.

Skills
- Fluency in English & Arabic (where relevant) .
- Excellent communication, networking and selling skills.
- Strong interpersonal, presentation, & listening skills.
- Good knowledge of financial markets, investment instruments, and investment management
- General understanding of market dynamics / trends, and internal & external policies & controls regulations.
- Ability to provide financial solutions to sophisticated clients
- Good computer skills (MS Office).

Experience:
- 1-2 years in relationship management and sales of financial/investment products with a leading international / regional private bank.

Education
Bachelors Degree from a recognized university .