Financial Relationship Strategist

3 days ago

Muscat, Muscat, Oman beBeeRelationship Full time
Job Title:

Premium Banking Relationship Manager – Muscat

Job Description

We are seeking an exceptional relationship manager to join our team. As a Premium Banking Relationship Manager, you will be responsible for building and maintaining long-term relationships with high-net-worth clients, offering personalized banking and financial solutions that meet their unique needs.

Key responsibilities include:

  • Client Acquisition and Relationship Development:
    • Source and acquire new premium clients through personal networks, referrals, and targeted business development initiatives.
    • Build and maintain long-term, trusted relationships with high-net-worth clients, offering personalized banking and financial solutions.
    • Regularly meet with clients to assess their financial needs, review portfolios, and ensure their objectives are met in line with the bank's products and services.
    • Develop bespoke financial plans and provide guidance on investments, loans, and other banking products to enhance client portfolios.
  • Sales and Business Development:
    • Utilize a structured sales process to identify new opportunities and cross-sell a wide range of retail banking products, including deposits, investments, loans, and insurance.
    • Meet or exceed revenue and AUM targets by expanding the client base and increasing penetration within existing relationships.
    • Establish and maintain a robust pipeline of potential clients, ensuring consistent lead generation and follow-up.
    • Drive revenue growth by introducing new products and services to clients that align with their financial goals.
  • Client Service Excellence:
    • Deliver high-quality customer service to clients, promptly addressing inquiries and providing expert advice on their banking needs.
    • Ensure that client needs are met with proactive communication and by delivering relevant and timely updates on product offerings, market trends, and financial solutions.
    • Organize regular portfolio reviews with clients to assess financial progress, suggest adjustments, and foster long-term relationships.
  • Compliance and Risk Management:
    • Ensure adherence to all relevant regulatory requirements, including KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance standards.
    • Anticipate and mitigate risks related to client portfolios, ensuring they are aligned with the client's risk profile and objectives.
    • Work closely with compliance teams to ensure all banking activities comply with internal and external regulations.
    • Maintain full documentation of client interactions, transactions, and financial advice given in accordance with regulatory standards.

A bachelor's degree in Finance, Economics, or a related field is required, as well as 5 years of experience in retail banking, wealth management, or financial advisory roles, particularly within a premium banking context. The ideal candidate will possess strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.

Required Skills and Qualifications

  • Bachelor's degree in Finance, Economics, or a related field.
  • 5 years of experience in retail banking, wealth management, or financial advisory roles, particularly within a premium banking context.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment.

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