Director- Private Banking - Al Ain

To assist with the management and growth of Private Banking  client relationships and assigned portfolio; improve service quality levels  to ensure that the teams objectives are constantly met and its targets achieved while maintaining client satisfaction and portfolio credit quality.

Successful Private Bankers  should be able to demonstrate their NTBs capabilities to ultimately deliver on client needs based around the sophisticated/tailored trilogy of private banking platform.

By way of:

• Number of new relationships opened Fresh Funds to the FAB Group
• Number of new relationships transferred  from within the FAB Group
• Number of existing relationships managed with the primary goal of increasing wallet share

Via the private banking disciplines:

• i.e. the trilogy of Private Banking Banking Fiduciary Wealth Protection such as Trusts Foundations Offshore Cos etc Portfolio Management Execution only Advisory & Discretionary but also includes examples such as derivatives e.g. DCDs esoteric funds aircraft operating leases mezzanine debt etc
• The Private Banker focus is to develop business across diverse markets / regions within all areas of private clients family offices of UHNWI & HNWI especially with different offshore and onshore locations ranging across numerous booking centres which is highly competitive and appealing to the regional and international customer base.
• To provide clients with an above optimum level of service fixed income Mutual Fund and Insurance solutions.
• To conduct risk rating analysis for the client.
• To grow annual 20 NTBs
• Provide support to Director and Executive Director.
• Ensure client relationship monitoring and completing all reports which includes KYC leverage/lending issues interest charges paid on time maturitiesetc.
• Identify/segment target markets develop business to widen portfolios & implement the strategic /marketing plan for Private Banking.
• Maintain /expand current/future client base acquire net new business via referrals contacts & marketing
• Proactively enhance PBs offerings Group and/or Open Architecture by initiating & supporting internal processes & workflows

Qualifications :

• Miminum of  years of industry experience.
• Bachelors degree in relevant fields.  Revelvant Invetment Certifications are preferable.
• Know how of Fixed income solutions with Bond Ratings classificaiton from S&P Moodys.
• Know how of Mutual Fund and Insurance Soltions.
• Should be able to conduct risk rating analysis for the client.
• Outstanding commmunicaiton and presentation skills.
• Strong ability to develop a netwrok of target prospects.
• Market knowledge and savvines.

#LI-FR1

Remote Work :

No

Employment Type :

Full-time