Associate Director - Private Banking Front Office - Private Banking Front Office

Job Purpose To provide his portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and bank and retain their loyalty and respect. The job holder is required to enhance Private Banking sales / acquisition / revenues and promote the cross selling of bank products to all existing clients. Job Holder must be able to source new business of HNW individuals through referrals, marketing activities, and personal contacts. Must ensure that client are aware of all financial services offered by the banks many departments, TCM, Trade Finance, Mortgage, Corporate Finance etc. Key Result Areas: Optimize the potential value of the client base through the delivery of Private Banking products and services and actively identify new customers Ability to communicate with HNW clients to structure advise based on client needs Ability to recognize opportunities to partner with other bank professionals to service client needs and maximize bank revenues. Maximizing profitability from the Private Banking base whilst countering competition from other providers offering alternative investment / WM opportunities. Safeguard the bank from potential loss / AML fraud/ and ensure ethical behavior Safeguard banks reputation by ensuring ethical professional behavior at all times before/during after sales Enhance market profile and awareness. Achieve revenue goals, sales & portfolio growth targets across a range of products & services (Investments, Term Deposits, CASA balances, TCM, FX trading, share financing, etc) Acquire ‘new to bank’ NHW clients Maintain a superior customer service experience for clients including pre-empting issues and proactive servicing. Maintain proactive client contact Knowledge, Skills and Experience University Graduate with Certification or Diploma un sales/marketing Strong numbers, selling & investments/ Financial Market Knowledge Strong Interpersonal skills and cultural sensitivity Relationship Management & Networking skills. Extrovert / Amiable personality At least, 10 years of experience of a similar job with another bank / financial services Co. Should be certified from the Securities & Commodities Authorities (SCA) for selling investments.

Knowledge, Skills and Experience: University Graduate with Certification or Diploma in sales/marketing. Strong numbers, selling & investments/financial market knowledge. Strong interpersonal skills and cultural sensitivity. Relationship management & networking skills. Extrovert / amiable personality. At least 10 years of experience in a similar job with another bank/financial services company. Should be certified by the Securities & Commodities Authorities (SCA) for selling investments.

Provide personalized service to a portfolio of high-net-worth clients to develop close relationships, maximize profitability for the client and bank, and retain loyalty. Source new business for high-net-worth individuals through referrals, marketing activities, and personal contacts. Promote cross-selling of bank products (TCM, Trade Finance, Mortgage, Corporate Finance, etc.). Communicate with HNW clients to structure and advise based on client needs. Identify opportunities to partner with other bank professionals to service client needs and maximize bank revenues. Achieve revenue goals and portfolio growth across products (Investments, Term Deposits, CASA, TCM, FX trading, share financing, etc.). Acquire new-to-bank NHW clients and maintain a superior customer service experience with proactive servicing.