Elite Relationship Manager (Qatari National) – Arab Bank

Full Time @ Jobs in Qatar Sector: Accounting, Finance & Banking
  • Doha, Qatar View on Map
  • Date Posted : October 26, 2022
  • Salary: Negotiable
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About the job

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)

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)

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