Bayt.com Jobs: Relationship Manager/Wealth Manager|HNI Clients - Symmetrical Management Consulting

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Relationship Manager/Wealth Manager|HNI Clients - Symmetrical Management Consulting
Oct 25th 2013, 06:03

Single point contact and account manager for banking customers/HNI Clients. To service and sell wealth management and banking products to consumer banking customers of the Branch in UAE.

KEY RESPONSIBILITIES / DUTIES

1. Manage and service banking customers / key client accounts/High net worth individual.
2. Ensure effective service delivery and customer contact management which results in positive customer experience and increase customer loyalty.
3. Acquire new banking customers (Resident and Non-Resident) through referrals, networking, travel and visits/calls.
4. Increase customers Total Relationship Balance (TRB) across liabilities and wealth management products.
5. Achieve targets on new customer acquisitions, TRB and wealth management revenues.
6. Provide clear information to customers and ensure that they fully understand the product they are opting for. Ensure consistent and transparent disclosures of fess/charges and risks associated with the banking & wealth management products.
7. Adhere to the banks AML / KYC policy, escalate and report suspicious transactions.
8. response and quality disposition to compliance alerts.
9. Maintain high standards in customer disclosures and achieving zero customer complaint record.
10. Have full knowledge / awareness of all products, service, policy and processes regarding the bank.
11. Work as an active team member and maintain / drive the team spirit. Help and respect colleagues and peers.

Job Details

Date Posted: 2013-10-25
Job Location: Dubai, United Arab Emirates
Job Role: Sales
Company Industry: Banking
Monthly Salary: US $7,000

Preferred Candidate

Career Level: Management
Degree: Bachelor's degree / higher diploma

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