Strategic Financial Partnership Manager

2 weeks ago


Doha, Baladīyat ad Dawḩah, Qatar Arab Bank Full time

Job Summary

This role is focused on developing and executing a strategic plan to acquire new client relationships and broaden existing ones. The ideal candidate will have a strong background in relationship management and sales of financial/investment products, with a proven track record of building relationships and closing business.

Key Responsibilities:

  • Servicing new and existing HNW clients in the region by providing them with a full suite of financial services products and services.
  • Developing a comprehensive business plan to acquire new client relationships and expand existing ones.
  • Achieving sales targets in line with best practice standards of service, while acting as a trusted advisor to elite clientele.
  • Maintaining up-to-date knowledge of financial markets, investment instruments, and investment management.
  • Providing financial solutions to sophisticated clients, including investment advisory and portfolio advisory services.
  • Ensuring compliance with KYC and AML regulations.
  • Monitoring client portfolios quarterly and rebalancing annually.
  • Researching competitive offerings and soliciting client feedback for new product ideas.
  • Escalating customer suggestions/concerns to senior management.
  • Providing exceptional customer service, with proactive calls and visits to maintain client ownership.

Requirements:

  • Bachelor's degree from a recognized university.
  • Relevant professional certification (e.g., CF21 Investment Advisor, CFA) is an asset.
  • Minimum 5 years' experience in banking, with at least 2 years in relationship management and sales of financial/investment products.

Competencies:

  • Fluency in English and Arabic.
  • Excellent communication, networking, and selling skills.
  • Strong interpersonal, presentation, and listening skills.
  • Good computer skills (MS Office).


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