Closed or Expired Job Posting This job posting is closed or has expired and is no longer open for applications.
Upload
Job Description
Operational Duties :
-Provide investment advices based on the Bank investment product and service offerings.
-Manage extensive interaction with the Bank Private Customers, treasury managers, risk managers, marketers, salespeople and senior management.
-Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex customer relationships.
-Manages customer portfolios within department or customer investment policy guidelines and established investment objectives, including; Meet with customers to review current portfolio, strategy, performance, etc.
-Identify opportunities to cross sell additional financial services to existing and prospective customers. Generally, incumbent works independently.
-Manages a significant portfolio of accounts that includes the largest and most complex accounts of the Department.
-Develops new business existing and/or new customers through the identification of cross-sale opportunities for other Wealth Management products and services;
-Work with customers to design and implement asset allocation strategies and financial plans that meet their unique circumstances, risk tolerance, goals and objectives.
Skills
-Certification in wealth management is preferred.
Language and Computer Skills;
-Computer Skills: Advanced
-English Skills: Fluent
-Arabic Skills: Fluent
-Strategic Thinking
Education
Accounting, Finance, Business Administration, or Risk Management or other closely related field.