Elite Relationship Manager/ Retail Affluent

2 weeks ago

Doha, Baladīyat ad Dawḩah, Qatar Arab Bank Full time

Accountabilities and Key Roles:

  • Service new and existing HNW clients relationships in the region by providing them with the full suite of financial services products and services
  • Develop a business plan to acquire new client relationships as well as broadening existing client relationships
  • Achieve sales targets in line with best practice standards of services and act as a "Trusted Advisor" to the HNW clientele
  • Adhere to Private Banking service quality standards
  • Comply with Private Banking policies and guidelines
  • Have all clients' files updated and ensure that all documents related to client are available in order to comply to KYC and AML Regulations.
  • Provide financial services solutions to the HNW client base
  • Identify and acquire new HNW clients
  • Broaden existing client relationships (greater share of wallet, higher cross sell ratios)
  • Establish sales and revenue targets for existing and new client relationships
  • Provide clients with comprehensive advisory services related to Investment Advisory: Advising clients related to specific products and services and Portfolio Advisory: Advising clients with regards to overall portfolio construction based on asset allocation methodology
  • Develop comprehensive customized financial plans based on client risk profiles
  • Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing)
  • Research competitive offering and solicit client feedback for new product ideas
  • Escalate customer suggestions/ concerns to the Country/ Region Head
  • Provide the highest level of customer service to clients (proactive calls and visits) in order to have clients ownership
  • Mentor Assistant Relationship Managers
  • Retain Client ownership (strong knowledge of client account, transactions and all issues related to client)

Job Requirements:

Education:

  • Bachelor's degree from a recognized university
  • Relevant professional certification (eg. CF21 "Investment Advisor", CFA) is a plus

Experience:

  • 4-7 years in relationship management and sales of financial/ investment products with a leading international/ regional private bank. Also, proven record of building relationships and closing business

Competencies:

  • Fluency in English and Arabic
  • Excellent communication, networking and selling skills
  • Strong interpersonal, presentation and listening skills
  • Good knowledge of financial markets, investment instruments and investment management
  • Sound understanding of market dynamics/ trends and internal/ external policies and controls regulations
  • Ability to provide financial solutions to sophisticated clients
  • Good computer skills (MS Office)

#J-18808-Ljbffr

  • Relationship Manager

    2 weeks ago

    Doha, Baladīyat ad Dawḩah, Qatar Jobs via eFinancialCareers Full time

    Relationship Manager - Al Riyada Doha Bank Qatar Doha, Qatar Posted 2 months ago Permanent Competitive Relationship Manager - Al Riyada The Relationship Manager - Al Riyada will act as the dedicated point of contact for the affluent customer segment, ensuring prompt delivery of enhanced banking experience, in compliance with the regulatory guidelines. The...

  • Relationship Manager – Al Riyada Doha Bank Qatar

    2 weeks ago

    Doha, Baladīyat ad Dawḩah, Qatar Doha Bank Group Full time

    The Relationship Manager – Al Riyada will act as the dedicated point of contact for the affluent customer segment, ensuring prompt delivery of enhanced banking experience, in compliance with the regulatory guidelines. The incumbent will be responsible for augmenting the service delivery / business development efforts of Al Riyada section, including but not...

  • Relationship Manager

    2 weeks ago

    Doha, Baladīyat ad Dawḩah, Qatar High Street Resources Full time

    We have an opportunity for Relationship Managers and Senior Relationship Managers with a leading retail bank client.Job Requirement: Ensure compliance of all bank's policies and procedures Build relationship based portfolio and cover all banking requirements of the customer (KYC / AML) Conduct outbound sales calls and proactively identify opportunities...

  • Retail Operations Manager

    2 weeks ago

    Doha, Baladīyat ad Dawḩah, Qatar HRVTCE@valence-group Full time

    Job OverviewKey ResponsibilitiesLease Management Identify and attract potential tenants to ensure a diverse and appealing tenant mix. Negotiate lease agreements with prospective tenants, ensuring mutually beneficial terms. Manage lease renewals and amendments, maintaining positive relationships with current tenants. Ensure compliance with all lease terms and...

  • Retail Operations Manager

    4 weeks ago

    Doha, Baladīyat ad Dawḩah, Qatar Red Castle Full time

    Job SummaryAs Retail Operations Manager, you will be responsible for maximizing sales and profit through the delivery of world class customer service and effective merchandising. You will manage the retail operations in accordance with company policy. You will have the overall responsibility for sales, customer service, marketing and promotions,...

  • Retail Operations Manager

    2 months ago

    Doha, Baladīyat ad Dawḩah, Qatar Red Castle Full time

    Job SummaryAs Retail Operations Manager, you will be responsible for maximizing sales and profit through the delivery of world class customer service and effective merchandising. You will manage the retail operations in accordance with company policy. You will have the overall responsibility for sales, customer service, marketing and promotions,...

  • Retail Operations Manager

    2 weeks ago

    Doha, Baladīyat ad Dawḩah, Qatar Talent Pal Full time

    Job Summary: As Retail Operations Manager you will be responsible for maximizing sales and profit through the delivery of world class customer service and effective merchandising. You will manage the retail operations in accordance with company policy. You will have the overall responsibility for sales customer service marketing and promotions merchandising...

  • Head Nurse Manager

    2 weeks ago

    Doha, Baladīyat ad Dawḩah, Qatar Elite Medical Center Full time

    Surgical Head Nurse Required for an expanding surgical departmentMust be in Qatar with NOC & MOPH LicenseMust have experienceWe are looking for the bestContact Mrs Carole Astin at Elite Medical Bin Omranwhat's app Chief Strategy OfficerJob Types: Full-time, Permanent, Contract

  • Retail Operations Manager

    2 weeks ago

    Doha, Baladīyat ad Dawḩah, Qatar Talent Pal Full time

    Job Summary: As Retail Operations Manager, you will be responsible for maximizing sales and profit through the delivery of world class customer service and effective merchandising. You will manage the retail operations in accordance with company policy. You will have the overall responsibility for sales, customer service, marketing and promotions,...

  • Retail Manager

    2 weeks ago

    Doha, Baladīyat ad Dawḩah, Qatar ERACORA Full time

    Responsibilities: - General Operations Empowering responsibilities to others. Plan and Control performance. Stocks, Store & budgets. Boost Efficiency. Deal with customers. Plan promotions & events. Plan & Analyze sales, revenue reports and make forecasts. Control proper form of brand/store.Requirements and skills Proven experience as retail manager....

  • Retail Manager

    2 weeks ago

    Doha, Baladīyat ad Dawḩah, Qatar Madi International Full time

    We are looking for an experienced Retail Manager to oversee the daily operations of our store. You will be the one to ensure smooth running of operations to maximize sales and minimize costs.The goal is to manage our store in ways that boost revenues and develop the business.Responsibilities Organize all store operations and allocate responsibilities to...

  • Senior Officer Elite Training Camps- Aspire LOGISTICS

    2 weeks ago

    Doha, Baladīyat ad Dawḩah, Qatar Aspire Zone Full time

    Senior Officer Elite Training Camps- Aspire LOGISTICS Jobs in Doha, Qatar by Aspire Zone | Senior Officer Elite Training Camps- Aspire LOGISTICSAspire Zone - Doha, Qatar Posted In 17/7/2013 Apply For JobApplicants 28 Views 5812 Job Description To assist, coordinate and deliver elite sport training camps into Aspire Zone venues on a commercial basis....

  • Premier Wealth Relationship Manager

    2 weeks ago

    Doha, Baladīyat ad Dawḩah, Qatar HSBC Full time

    Premier Wealth Relationship ManagerSome careers grow faster than others.If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and...

  • General Manager Financial Retail

    2 weeks ago

    Doha, Baladīyat ad Dawḩah, Qatar Robert Walters Full time

    Proven experience in a senior management role within the financial retail sectorStrong leadership skills with the ability to inspire and motivate a teamExcellent strategic planning and business development skillsAbility to identify new business opportunities and drive growthStrong stakeholder management skills with the ability to build positive...

  • Branch Manager-retail

    2 weeks ago

    Doha, Baladīyat ad Dawḩah, Qatar Al Baladi Holding Full time

    Branch Manager-RetailPosition Summary / MainResponsibilities: Develop business strategies to raise our customer's pool, expand store traffic and optimize profitability. Meet sales goals by training, motivating, mentoring and providing feedback to sales staff. Ensure high levels of customers satisfaction through excellent service. Complete store...

  • Retail Manager

    2 weeks ago

    Doha, Baladīyat ad Dawḩah, Qatar Qatar Airways Full time

    About the roleThe Retail Manager is responsible for the day-to-day running of QDF stores and departments in accordance with overall company policy. Responsible to spend time on the ground in our 24/7 operations, finding new ways to improve the commercial performance of QDF by increasing its turnover and maximising profitability - through people. Ensure...

  • Retail Manager

    4 weeks ago

    Doha, Baladīyat ad Dawḩah, Qatar Qatar Airways Full time

    About the role The Retail Manager is responsible for the day-to-day running of QDF stores and departments in accordance with overall company policy. Responsible to spend time on the ground in our 24/7 operations, finding new ways to improve the commercial performance of QDF by increasing its turnover and maximising profitability – through people. Ensure...

  • Retail Manager

    2 weeks ago

    Doha, Baladīyat ad Dawḩah, Qatar Qatar Airways Full time

    About the role The Retail Manager is responsible for the day-to-day running of QDF stores and departments in accordance with overall company policy. Responsible to spend time on the ground in our 24/7 operations, finding new ways to improve the commercial performance of QDF by increasing its turnover and maximising profitability – through people. Ensure...

  • Retail Manager

    2 weeks ago

    Doha, Baladīyat ad Dawḩah, Qatar Qatar Airways Group Full time

    About the roleThe Retail Manager is responsible for the day-to-day running of QDF stores and departments in accordance with overall company policy. Responsible to spend time on the ground in our 24/7 operations, finding new ways to improve the commercial performance of QDF by increasing its turnover and maximising profitability – through people. Ensure...

  • Retail Manager

    4 weeks ago

    Doha, Baladīyat ad Dawḩah, Qatar Qatar Airways Full time

    About the role The Retail Manager is responsible for the day-to-day running of QDF stores and departments in accordance with overall company policy. Responsible to spend time on the ground in our 24/7 operations, finding new ways to improve the commercial performance of QDF by increasing its turnover and maximising profitability – through people. Ensure...