Job Detail

Relationship Manager (Private Banking) - Ultiwise Consult

Date Posted: Aug 16, 2022
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Note: This job is sourced from Zoho Recruit jobs api provider. Jobs-nation takes no responsibility we are just a search data provider.

Job Detail

  • Location:
    Dubai , UAE
  • Company:
  • Type:
    Full Time/Permanent
  • Shift:
    First Shift (Day)
  • Career Level:
    NA
  • Positions:
    1
  • Experience:
    5+ years
  • Gender:
    No Preference
  • Degree:
    NA
  • Apply Before:
    Apr 22, 2023

Job Description

Requirements

Position: Relationship Manager (Private Banking)

Experience: 6-8 Years

Location: Dubai, UAE    

Duties & Responsibilities  

Candidates should have 6-8 years work experience in a similar capacity and experience with a DIFC bank or EAM (external asset manager) is preferable. RMs must have a transferrable client investment book of minimum USD 30-40 Million   

 As a Relationship Manager (Private Banking), duties and responsibilities will be as follows, noting that these will be elaborated upon in the employment contract.            

  • Acquisition of new professional client relationships within the private banking sector as defined by the DFSA        

  • Selling a range of private banking products to existing and potential clients   

  • Achieving revenue targets as defined by the organization 

  • Achieving high levels of service standards and maximize client satisfaction

  • Compliance with DFSA and anti-money laundering regulations  

  • To continue building investment knowledge and be conversant with the full range of private banking advisory services and to act as an effective trusted advisor in the delivery of these services·        

  • Initiate, develop and retain client relationships while contributing actively to the business development and financial goals of the unit. Is jointly involved in client solicitation, presentation, closings, account management and development        

  • Ensures that client compliance, investment suitability, risk profiling and KYC requirements are met on an ongoing basis·          

  • Remains informed about market trends, customer preferences, and new products .

  • Perform other related duties which the SEO may assign.    

NOTE: 

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Benefits

NA

Skills Required

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