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Job Description
To acquire, grow and deepen Banking relationships through effective relationship management, with special focus on the analysis and satisfaction of customers’ financial and investment needs.
Responsibilities:
• Be responsible for the portfolio of the middle – high net worth customers in Wealth Management
• Be fully aware of entire product and service range available and keep abreast of market developments, both global as well as local.
• Ensure that the business is booked as per laid down procedures and guidelines and due diligence is carried out with respect to money laundering and other regulatory requirements
• Build strong relationships with other internal businesses like Mortgages, Cards and SME to establish channels for referrals and cross-selling.
• Be aware of various onshore and offshore products to be able to provide guidance to customers and the team.
• Maintain awareness of the department's Business Continuity Plan and undertake appropriate training to ensure correct action is taken in the event of an incident or disruption
Skills
Education:
Higher Diploma (UAE National)
Experience:
• Relevant experience in wealth management
• Knowledge of local legal system as applicable to Banking and Local commercial banking practice