Overview
Wealth Management & Private Banking Relationship manager Jobs in Amman, Jordan at Arab Bank
Title: Wealth Management & Private Banking Relationship manager
Company: Arab Bank
Location: Amman, Jordan
Key roles & Accountability:
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 relationships as 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.
Broaden existing client relationships (greater share of wallet, higher cross sell ratios).
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.
Adhering to Private Banking service quality standards.
Complying with Private Banking policies and guidelines.
Job Requirements:
Education:
Bachelor’s degree from a recognized University.
Relevant professional certifications.
Experience:
4+ years in relationship management and sales of financial/investment products with a leading bank. Proven record of building relationships and closing business.
Competencies:
Fluency in English & Arabic .
Excellent communication, networking and selling skills.
Strong interpersonal, presentation, and listening skills.
Good knowledge of financial markets, investment instruments, and investment management.
Sound understanding of market dynamics / trends, and internal & external policies & controls regulations.
Good computer skills (MS Office).
