Wealth Management

1 day ago

Manama, Manama, Bahrain Arab Bank Full time
  • Servicing new and existing HNW clients relationships in the region by providing them with the full suite of financial services products & services
  • Provide financial services solutions to the HNW and wealth client base
  • Developing a plan to acquire new client relationshipsas 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
  • Establish sales and revenue targets for existing and new client relationships
  • Adhering to Private Banking service quality standards
  • Complying with Private Banking policies and guidelines
  • Broaden existing client relationships (greater share of wallet, higher cross sell ratios)
  • Provide clients with comprehensive advisory services based on best practices and as per customer risk appetite.
  • Develop a comprehensive risk profile per customer and maintain updated file on quarterly basis.
  • Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing)
  • Research competitive offering and solicit client feedback for new product ideas
  • Escalate customer suggestions/concerns to the Country/Region head
  • Providing the highest level of customer service to clients (proactive calls and visits) in order to have clients ownership
  • Maintain & service the onshore and offshore private banking customers and penetrate the cross border relationships
  • Retain Client ownership (strong knowledge of client account, transactions and all issues related to client)
  • Ensuring compliance with Private Banking policies andregulations and adhering to service quality standards.
  • Complying with Private Banking policies guidelines, KYC and AML regulations.
  • Ensure that all clients' files are updated and all documents are available.

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