Banker - Strategic Private Clients

Job Purpose:

To acquire new customers and service existing clients, guaranteeing their personal and business needs are met by leveraging ADCB’s offerings in order to achieve assigned targets and contribute to the bottom line profitability of the department

Description:

• Attract new to bank clients and capture client service synergies in order to achieve assigned targets and contribute to the bottom-line profitability of the department
• Address client issues in order to ensure timely resolution
• Interact with customers to obtain their feedback on ADCB image, products and services and identify issues that require action in order to identify opportunities of continuous improvement
• Maintain an ongoing client relationship in order to deal with arguments raised by customers and prospects in daily interactions
• Provide feedback to internal specialists on product solutions in order to support the development of effective wealth management solutions for clients
• Identify cross-selling opportunities and proactively interact with internal resources in order to provide product solutions for clients
• Meet quality standards, minimise errors in transaction execution and service delivery and comply with all relevant regulations, policies and guidelines in order to protect the bank against all credit, legal, reputational, and other risks
• Ensure that customers’ financial needs are properly identified and formulation of written proposals are initiated in order to satisfy all customer needs with banks products within the general guidelines of Credit Policy
• Assess risk and make pertinent recommendations in line with ADCB’s applicable policies to ensure risk are mitigated
• Convey sufficient information to Lending and Financing team to ensure that deals are adequately structured
• Prepare Call Reports as per the instruction of senior management according to performance of client’s portfolio
• Adhere to all relevant organisational and departmental policies, processes, standard operating procedures and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders

Requirements:

• At least 5 years of experience in a commercial/universal bank context in a relationship management client facing role working with high net worth clients executing client transactions across business
• Bachelor’s Degree in Finance, Economics or a related field