Strategic Client Partner

12 hours ago

Muscat, Muscat, Oman beBeeClientPartner Full time 120,000 - 150,000
Job Title: Strategic Client Partner

Manage a portfolio of high-net-worth clients within the retail banking sector.

  • Key Responsibilities:
    • Acquire new clients, grow and maintain existing relationships, and meet targets related to revenue and Asset Under Management (AUM).
    • Deliver tailored financial solutions to clients, ensuring exceptional customer service while adhering to regulatory compliance and risk management standards.
  • Client Acquisition and Relationship Development:
    • Actively 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.
  • 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.
  • 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.
  • Product Expertise and Market Knowledge:
    • Stay well-informed about a broad range of retail banking products, services, and investment solutions to offer tailored, relevant recommendations to clients.
    • Continuously monitor financial markets, economic trends, and industry news to provide insightful advice to clients.
  • Market Research and Continuing Education:
    • Conduct in-depth market research to stay abreast of industry trends, regulatory changes, and new investment products that can benefit clients.
    • Continuously update knowledge of financial planning best practices, tax laws, investment products, and regulatory requirements to provide informed advice.
  • Sales Reporting and Performance Monitoring:
    • Accurately report sales activities, client meetings, and pipeline forecasts to track progress against set targets.
    • Maintain up-to-date records of client interactions, sales outcomes, and next steps to ensure transparency and follow-up.
Requirements

Omani nationals only. 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.

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