Elite Relationship Management (Retail Affluent)

Accountabilities and Key Roles

Servicing new and existing HNW clients relationships in the region by providing them with the full suite of financial services products and services

Developing a business plan to acquire new client relationships as well as broadening existing client relationships

Achieving sales targets in line with best practice standards of services and act as a “Trusted Advisor” to the elite clientele : 1) Investment Advisory : Advising clients related to specific products and services. 2) Portfolio Advisory : Advising clients with regards to overall portfolio construction based on asset allocation methodology.

Having all clients’ files updated and ensure that all documents related to client are available in order to comply to KYC and AML Regulations.

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

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

2-4 years in relationship management and sales of financial / investment products with a leading international / regional private bank. 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)

What We Offer at Arab Bank At Arab Bank, we offer a purpose-driven and inclusive environment where innovation, continuous learning, and employee wellbeing are at the core. We are proud to welcome individuals of all generations, genders, and backgrounds, valuing the diverse perspectives that strengthen our culture and contribute to our success.

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