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Elite Relationship Managers Several Roles in Investment Sales in a Major UAE-Based Bank
3 weeks ago
A successful candidate shall have the following experience and will be responsible for:
- Generate new business to achieve defined sales targets in all Wealth Management/investment banking products;
- Build and deepen relationships with existing WM customers to achieve increase in share of wallet and revenues;
- Assessment of the quality potential and profitability of new relationships as well as the existing portfolio;
- Ensure that the service standards of WM are met and maintained and Nil undesirable business is sourced;
- Provide truly professional customer service to achieve a high level of customer satisfaction and retention;
- Ensure proper documentation is done across products and timely drawdown;
- Have CISI Level 3 certification or clear this certification before the stipulated deadline;
- Update customers on the global economic policies and trends; be abreast with information on equities bonds commodities futures options indices bullion and derivates;
- Offer products that suit a customers risk profile and appetite;
- Be fully abreast with the market competition to be able to provide information to the customer on products without any bias;
- Be able to manage an incremental portfolio of relationships; liabilities AUM and assets;
- Advise and promote Mortgage SME business and other businesses of the bank and to refer potential cases to the respective teams in the bank;
- Be fully aware of the entire product and service range available in the Wealth Management 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;
- Provide necessary MIS as per schedule and set formats advised by your Manager to monitor and track performances related to Sales and Contact Management;
- Responsibly review KYC after fully understanding and researching customer business and background to ensure that no laundered money reaches our counters and promptly report to Controls Unit any suspicious transactions or trends in customers portfolio;
- Adhere to all the laid guidelines on the flexi working hours. Carefully read and understand the do s and don ts and comply by the same;
- Ensure portfolio coverage at least once in 60day cycle in terms of a FacetoFace meeting;
- Attend team meetings for performance reviews as per schedule decided and nominated;
- Ensure that all the trainings and certifications (Internal and External) are attended and cleared/passed;
- To ensure NTB acquisition through Corporate presentations events etc.
Requirements These roles are only for native speakers of Mandarin Yue/Cantonese Xiang/Hunanese Min dialect Gan dialect Wu dialect other languages and dialects spoken in China and native speakers of Korean language.
A successful candidate shall have:
- Minimum 3 years or more of experience in banking investment product sales/business development;
- Business development and growth of a portfolio of premium/elite/wealthy clients.
Benefits A very competitive compensation package shall be discussed with the shortlisted candidates.
