Director - Private Banking Front Office

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 / revenues and promote the cross selling of bank products to all existing clients.

  
  

• Job Holder must be able to source new business of Super 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.
• Minimize customer attrition
• Maintain proactive client contact

Knowledge, Skills and Experience

• University Graduate
• Strong numbers, selling & investments/ Financial Market Knowledge
• Strong Interpersonal skills and cultural sensitivity
• Relationship Management & Networking skills. Extrovert / Amiable personality 
• At least, 12-15 years experience of a similar job with another bank / financial services co in UAE, they should be certified from the Securities & Commodities Authority (SCA) for selling investments.

• 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.

• Minimize customer attrition

• Maintain proactive client contact

• University Graduate

• Strong numbers, selling & investments/ Financial Market Knowledge

• Strong Interpersonal skills and cultural sensitivity

• Relationship Management & Networking skills. Extrovert / Amiable personality

• At least, 2 years experience of a similar job with another bank / financial services co in UAE, they should be certified from the Securities & Investment Institute (SII) for selling investment.

• 9

• Behavioral Competencies