Arab Bank
Elite Relationship Manager Jobs in Qatar
Accountabilities and Key Roles:
Provide financial services solutions to the HNW client base
Identify and acquire new HNW clients
Broaden existing client relationships (greater share of wallet, higher cross sell ratios)
Establish sales and revenue targets for existing and new client relationships
Provide clients with comprehensive advisory services related to Investment Advisory: Advising clients related to specific products and services and Portfolio Advisory: Advising clients with regards to overall portfolio construction based on asset allocation methodology
Develop comprehensive customized financial plans based on client risk profiles
Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing)
Research competitive offering and solicit client feedback for new product ideas
Escalate customer suggestions/ concerns to the Country/ Region Head
Provide the highest level of customer service to clients (proactive calls and visits) in order to have clients ownership
Mentor Assistant Relationship Managers
Retain Client ownership (strong knowledge of client account, transactions and all issues related to client)
Job Requirements:
Education:
Bachelor’s degree from a recognized university
Relevant professional certification (eg. CF21 “Investment Advisor”, CFA) is a plus
Experience:
4-7 years in relationship management and sales of financial/ investment products with a leading international/ regional private bank. Also, proven record of building relationships and closing business
Competencies:
Fluency in English and Arabic
Excellent communication, networking and selling skills
Strong interpersonal, presentation and listening skills
Good knowledge of financial markets, investment instruments and investment management
Sound understanding of market dynamics/ trends and internal/ external policies and controls regulations
Ability to provide financial solutions to sophisticated clients
Good computer skills (MS Office)