
Wealth Advisor – Ahli Islamic
4 days ago
- Achieve Unit budgeted Fee Income and AUM KPIs.
- Comply with Bank and regulatory policies.
- Sales & Marketing through presentations and meetings.
- Excellent Customer Service.
- Planning, budgeting and timely MIS.
- Demonstrate deep knowledge of product range.
- To contribute to the development of the bank's overall business plan by servicing and enhancing existing HNI and VIP clients and Achieving Unit budgeted Fee Income and AUM KPIs.
- Support the branches and other segments to increase retail Client Base (NTB, Casa, Cards, takaful, Finance, etc.) and increase the fee income flow to the branches.
- Monitor and market Liability and Cash Management products to expand the Bank's deposit customer base, targeting mainly HNI customers and focusing on Fee income and products with low cost.
- Achieve Fee income Targets assigned as well as increase cross selling ratios.
- To secure sales in line with business plan.
- To manage account relationships with existing portfolio of customers in order to maximize account profitability within the Bank's Credit policy.
- To establish account relationships with new customers interested in (Borrowing and Non-Borrowing).
- To ensure high risk situations are identified early and actions taken for proper intensive handling and recovery.
- To meet with current and potential key bank customers in the interests of sustaining and furthering ongoing profitable relationships.
- Cross sell bank products and services (Mobile Banking, Online Banking, CASA, Takaful, Cards, etc.).
- Positive representation and projection of the Bank in the market.
- Comply with AML procedures.
- Omani National.
- Bachelor's Degree.
- 5 years in Retail Banking preferably has working in private banking and wealth management.
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