Senior Financial Strategist
3 days ago
We are seeking a highly skilled and experienced Senior Financial Strategist to join our team at RESO. As Director, Priority Clients, you will be responsible for leading the Bank's GCC client coverage, with a focus on acquiring and deepening Priority relationships in the Saudi corridor.
The ideal candidate will have a strong background in financial services, with experience in managing affluent clients in the Saudi Arabia market. They will possess excellent interpersonal and communication skills, with the ability to deal with people of all levels.
The successful candidate will be responsible for leading a team of Relationship Managers to achieve sales targets through maximizing acquisition/referral opportunities, deepening existing customer relationships, and delivering specified service standards for the Priority Banking segment.
Key responsibilities will include:
- Leading a team of Relationship Managers to achieve specified sales targets (new sales and portfolio) and service standards.
- Implementing a consistent and disciplined customer contact management strategy to support relationship building and cross-selling efforts.
- Fostering and deepening customer relationships by providing regular market information updates and trend analyses on local and foreign financial products.
In addition to these key responsibilities, the successful candidate will also be required to:
- Manage and anticipate client requirements with a focus towards managing the existing base as well as increase cross-product holding per client.
- Build, understand, and sustain relationships with the client's circle of influence (e.g. a parent, mentor, advisor or other family member).
- Serve as a problem-solver for the client, helping them identify investment criteria, recognize and handle concerns that arise as consultation moves closer to decision.
The ideal candidate will possess the following qualifications:
- Successful business practice in client relationship management in the banking industry, with relevant depth of experience in financial services.
- Arabic Speaker is a must.
- Experience of managing Affluent clients in the Saudi Arabia market.
- Strong interpersonal and communication skills with multicultural awareness and sensitivity and ability to deal with people of all levels.
We offer a competitive salary and benefits package, including core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
We value diversity and inclusion and are committed to creating an environment where everyone feels respected and can realize their full potential.
This role offers the opportunity to work with a dynamic team, develop your skills and knowledge, and make a positive impact on the community.
If you are a motivated and results-driven individual who is passionate about delivering exceptional customer experiences, we encourage you to apply for this exciting opportunity.
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