Job Purpose
The incumbent will be responsible for Acquisition of new client relationships
for this segment, Maintenance and growth of existing client relationships,
Meeting Revenue targets for Assets, Liabilities, Investments and Insurance
business, Achieve high levels of service standards and maximize client
satisfaction and Compliance with UAE Central Bank and anti-money laundering
regulations
Main Tasks
* To act as main point of contact for PRB customers, leveraging designated CSRs effectively for basic banking transactions and service requirements
* To initiate, develop and retain client relationships, while contributing actively to the business development goals of the unit
* To be engaged in client acquisition activities, presenting to clients, closing deals, managing and developing client accounts
* Understand when to bring in Product Specialists when specialized advice is needed, ensuring clients are provided with the best quality advice at every interaction
* Responsible for account opening, initial relationship building and managing the early customer lifecycle for New To Bank customers
* To be conversant with the full range of Priority Banking products and services, to be competent in discussing Priority Banking offering to all clients, including basic banking products and services, lending products,, financial advisory and asset management services. To act as an effective "trusted advisor" in the delivery of these services to his/her clients, ensuring the optimum financial solution is delivered to clients at all times.
* To proactively contact customers in portfolio in order to capture higher share of wallet by cross-selling products and marketing new products and services.
* To be responsible for ensuring up-to-date compliance, KYC and client profile for each client as well as maintaining a high level of confidentiality at all times
* To be responsible for assessing customer risk tolerance and investment suitability of each client and explaining appropriate products and services to meet client requirements
* Accountable for regular monitoring of client satisfaction and service quality levels by ensuring that client expectations are consistently met and exceeded
* To cross sell and refer business to other areas of the bank (e.g. Private Banking, Corporate Banking, etc.)
* To keep abreast of market trends, customer preferences and new products, as well as to regularly monitor activity by key competitors
Department Description: Business Banking was set up as a separate vertical to manage allnonindividual relationships under RBWM Business Banking has always ensured that the customers are placed on the right platforms so as to provide them with the best products and services possible Brief Descri…
Arton Capital is looking for a dynamic and commercially astute candidate to work in the business development department of a world-class, global leader in second residence and citizenship planning as the Relationship Manager for its global operations. The successful candidate should have excellent …
The primary role of a Relationship Manager is to compile and submit client applications for residence and citizenship programs, as well as to perform all the necessary related tasks. This role includes building and managing rapport with clients and their advisors to ensure optimum client acquisitio…
**Organization Unit Purpose** Corporate & Institutional Banking respectively cater to the requirements of Medium Corporates, Multinational Companies and High Net worth Individuals, whilst contributing to the Bank's growth and profitability. **Job Purpose** A core professional relationship role resp…
Our Relationship Managers work alongside our Private Client Advisors and undertake a broad range of tasks that develop them to a stage where they can ultimately progress into a Private Client Advisor themselves. The Relationship Manager's role involves: * Business development * Research/Parapla…
Department Description: Business Banking was set up as a separate vertical to manage allnonindividual relationships under RBWM Business Banking has always ensured that the customers are placed on the right platforms so as to provide them with the best products and services possible Brief Descri…
**Job** **:** Institutional Banking **Primary Location** **:** Africa & Middle East-United Arab Emirates-Dubai **Schedule** **:** Full-time **Employee Status** **:** Permanent **Posting Date** **:** 17/Jan/2023, 3:51:57 AM **Unposting Date** **:** Ongoing ** Roles and Responsibility** * …
**Job Responsibilities:** * Recruit local real estate brokers as agents to promote and sell off-plan and ready properties in Dubai. * Market and promote completed and off-plan properties to existing clients and potential investors globally through corporate brokers * Advise investors on the…
Company Description Ocorian is a global leader in corporate and fiduciary services, fund administration and capital markets. Wherever our clients hold financial interests, or however they are structured, we provide compliant, tailored solutions that are individual to their needs. We manage over …
### **General Information** Req # WD00032718 Career area: Sales Support Country/Region: United Arab Emirates State: Dubai City: Dubai Date: Sunday, June 26, 2022 Working time: Full-time **Additional Locations:** ### **Why Work at Lenovo** Here at Lenovo, we believe in smarter technology that buil…