Director Private Banking

 

Description:

The ideal candidates will possess a strong background in private banking and demonstrate a commitment to delivering exceptional service to high-net-worth and ultra-high-net-worth clients.

 

  • Achieve assigned targets for revenue generation and acquisition of high-net-worth (HNI) and ultra-high-net-worth (UHNI) private banking clients by evaluating their risk tolerance and investment needs, and recommending suitable products and services.
  • Provide unbiased and genuine financial advisory to clients, becoming their primary contact for offshore private banking matters.
  • Handle credit responsibilities, including preparing facility applications, conducting credit reviews, drafting loan documentation, and negotiating credit terms.
  • Maintain regular client interactions, including face-to-face meetings, to assess and address their risk and return objectives, thereby delivering customized product portfolios to enhance client wealth and increase assets under management (AUM).
  • Monitor client account performance consistently to ensure alignment with client expectations, and offer expert advice if performance deviates from projections.
  • Identify and target new business opportunities by building relationships with key clients, developing a referral network, and engaging with influencers to expand the client base and investment portfolio.
  • Ensure compliance with regulatory requirements by adhering to procedures and guidelines, including up-to-date compliance checks, Know Your Customer (KYC) protocols, and client profiling.
  • Deliver high levels of client satisfaction and service quality by addressing client needs and managing necessary administrative tasks.
  • Continuously enhance investment knowledge and stay informed about the full spectrum of private banking services, including trusts, asset management, banking, and advisory services, to serve as a trusted advisor.

Organization The Connected Co
Industry Management Jobs
Occupational Category Director Private Banking
Job Location Dubai,UAE
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Experience 2 Years
Posted at 2024-09-18 2:45 pm
Expires on 2024-12-17