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Senior Relationship Manager – Private Banking at Bank of Sharjah
Dubai, Dubai, United Arab Emirates -
Full Time

Start Date

Immediate

Expiry Date

07 Jan, 27

Salary

85000.0

Posted On

09 Oct, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Yes

Skills

Industry

Banking & Credit

Description
  • Key Accountabilities:Client Acquisition and Business Development:Identify, target, and acquire new HNW and UHNW clients through personal networks, referrals, and proactive business development.
  • Leverage the bank’s corporate and wholesale relationships, as well as existing PB client base and personal referrals, to generate new private banking opportunities.
  • Develop a robust client pipeline and convert prospects into long term relationships.
  • Client Relationship Management:Act as the primary point of contact for clients for all of their banking needs, ensuring proactive, regular, and value adding engagement.
  • Provide holistic wealth management advice, including investment solutions, growth of deposits, and structured products tailored to client objectives.
  • Coordinate with third party product specialists and Head of PB to deliver bespoke solutions.
  • Maintain up to date knowledge of client profiles, investment preferences, and financial objectives.
  • Portfolio and Revenue Management:Grow assets under management and retail deposits, from existing and new clients, through cross sell and business development opportunities.
  • Monitor and manage portfolio performance, ensuring alignment with client risk profiles and objectives.
  • Cross sells a broad range of banking products and services to maximise client value and bank profitability. Identify corporate referral business where appropriate.
  • Market and Product Knowledge:Stay abreast of market trends, investment strategies, and competitive offerings.
  • Maintain up to date knowledge of the bank’s products, services, and value proposition.
  • Maintain up to date professional knowledge through completing CPD, understanding regulatory change and additional learning activities.
  • Regularly attending networking events for knowledge and business development.

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Responsibilities