Associate Director - Priority Banking - UAE National
Role Overview
Develop new client relationships, onboard clients, and maintain and service a portfolio through communication, negotiation, and customer service.
The role focuses on Priority Banking and revenue growth through banking and investment products.
Key Skills for This Role
Full Job Posting
About the role
Develop new client relationships, onboard clients, and maintain and service a portfolio through communication, negotiation, and customer service.
The role focuses on Priority Banking and revenue growth through banking and investment products.
Sales and client management
- Create revenue-generation and business-development plans while driving the Digital Agenda.
- Meet targets for customers, volumes, revenue, product mix, activity, liabilities, and transactions.
- Induct new-to-bank customers brought in by branches and Direct Sales.
- Plan referral-based sales calls to acquire large prospective customers.
- Maintain sales MIS covering calls, prospects, attrition, and completed business.
- Handle complaints and deliver professional service to support customer satisfaction and retention.
Leadership, risk and compliance
- Set the tone and expectations for the team and collaborate with risk and control partners.
- Maintain KYC/AML updates and accurate, error-free documentation; identify suspicious transactions, money laundering, and forgeries.
- Follow anti-bribery, anti-money-laundering, and financial-crime risk procedures.
Ideal candidate
- Experienced sales and relationship manager with a banking and investment products background.
- Strong communication, negotiation, networking, interpersonal, and leadership skills.
- In-depth knowledge of capital markets and financial planning.
- UAE business-environment knowledge is sought; local HNI contacts are preferred.
- Obtain SCA certification within six months of joining and complete continuing professional development requirements after licensing.
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