
Senior Private Banking Relationship Manager
2 days ago
About the Role
As a Senior Private Banking Relationship Manager at Ahli Bank, you will be responsible for acquiring and growing high net worth relationships in line with agreed targets. This involves enhancing liabilities and assets, as well as increasing revenue through the sale of investment products.
Key Responsibilities
- Sales Effectiveness: Apply a disciplined sales process to deliver a robust pipeline and reliable sales results. Continuously develop and leverage relationships to generate new business opportunities.
- Sales Activities Reporting: Ensure timely and accurate reporting of sales calls, visits, and travels in Qube. Report expected pipelines and achieved sales outcomes.
- Regulatory Compliance: Maintain awareness and vigilance regarding compliance, Know Your Customer (KYC), and anti-money laundering regulations.
- Risk Management: Anticipate and mitigate potential risks. Analyze complex risks and provide clients with comprehensive risk assessments and return expectations. Involve relevant resources to protect the bank's interests.
- Product Expertise: Demonstrate in-depth knowledge of a wide range of products across all categories. Develop innovative solutions for highly complex client needs.
Person Specifications
- Bachelor's degree or equivalent qualification
- Professionally qualified with excellent communication and selling skills
- In-depth knowledge of investment products and markets
- Working knowledge of credit products
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