Senior Portfolio Manager

2 weeks ago

Muscat, Muscat, Oman beBeePortfolio Full time 90,000 - 120,000
Senior Portfolio Manager">

At our institution, we seek an experienced and highly skilled Senior Portfolio Manager to join our team. In this role, you will be responsible for managing a portfolio of high-net-worth clients within the retail banking sector.

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The ideal candidate will have a proven track record of success in client acquisition, relationship development, and sales growth. They will also possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.

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Key Responsibilities:

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  • 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.
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Sales and Business Development:

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  • Utilize a structured sales process to identify new opportunities and cross-sell a wide range of retail banking products.
  • 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.
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Client Service Excellence:

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  • 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.
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Compliance and Risk Management:

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  • 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.
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Requirements:

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  • 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.
  • Omani nationals only.
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