Job : Elite Relationship Manager at Arab Bank
Arab Bank
تفاصيل الوظيفة
Profile :- Arab Bank headquartered in Amman, Jordan has one of the largest global Arab banking networks with over 600 branches spanning five continents.
- Elite Relationship Manager –Consumer Banking
Responsibilities :-
Servicing new and existing HNW clients’ relationships in the region by providing them with the full suite of financial services products & 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 acting as a “Trusted Advisor” to the HNW clientele.
Adhering to Private Banking service quality standards.
Complying with Private Banking policies and guidelines.
Develop comprehensive customized financial plans based on client risk profiles.
Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing).
Research competitive offerings and solicit client feedback for new product ideas.
Have all clients’ files updated and ensure that all documents related to client are available in order to comply with KYC and AML Regulations.
Qualifications :-
Bachelor’s Degree from a recognized university.
Relevant professional certifications (e.g. CF21 “Investment Advisor”), CFA a plus
Experience: 2-4 years in relationship management and sales of financial/investment products.
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