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Evaluate Private Client's financial data and/or investment objectives and recommends strategies based on the client's risk profile and personal financial statements
Provide inputs to the Head of Private Banking in developing and implementing strategies and plans to achieve all volume, revenue, and profit targets for the Private Banking (HNW) segment.
Inspire private banking team and lead by example to achieve business targets providing a very high level of service to clients. Take responsibility for the most demanding clients (personal and corporate).
Build and maintain proactively, strong relationships with Private Banking client base. Assess clients investment objectives, risk profile, liquidity preference, investment return expectations and times horizons. Propose, implement and undertake ongoing monitoring of suitable investment strategies for clients making use of full range of investment vehicles including, equities, bonds, property (direct and fund) alternatives (hedge funds, private equity funds) structured products. Manage investment portfolios on either or advisory of discretionary basis.
Responsive to the needs of the client base and lead the client focus initiative to ensure that cross referral environment is established in Private Bank thereby ensuring all services offered by the bank are brought to the clients attention where appropriate, eg lending fiduciary, yacht finance etc.
Act as the single point of contact for all International Private Banking services pertaining to HNW customers. Ensure customer complaints are handled/ resolved in accordance with internal procedures.
Provide inputs to the Head of Private Banking in the preparation of Service Level Agreements (SLAs) with internal departments across the QNB Group which reflect the need for priority servicing of Private Banking customer requests and will accordingly help increase external customer satisfaction.
Build and maintain strong and effective relationships with internal departments across the QNB Group to ensure priority processing and resolutions of the needs/ queries of such customer including any related operational issues and thereby facilitate achievement of the Group's goals/ objectives.
Provide timely and accurate information to the external and internal auditors and the Compliance function as and when required on the HNW customer base.
Provide inputs to the Head of Private Banking for developing a credible set of products to attract and retain valuable customers and thereby increase market share and profitability.
Lead, develop and implement marketing strategies, in corporation with the Head of Private Banking and Sales & Marketing Unit, for the products and services offered by the department.
Maintain and expand the HNW customer base through introduction of innovative products backed by provision of superior services.
Ensure processes are in place for launch of new products tailored for the HNW customer segment, including the smooth launch of the same.
Market the Group's products and services to the HNW customers (includes the Ruling Family members and Government officials).
Conduct visits to the HNW customers to strengthen relationships through personalized interaction and at the same time market Group products and services.
Ensure the approved policies and procedures governing account opening operations (deposit and loan accounts) are adhered to with respect to the documentary and other requirement, including any pertinent legal requirements.
Compile and presents relevant MIS pertaining to segment/ product-wise performance to the Head of Private Banking.
Must have a business/finance degree coupled with an internationally accredited investment qualification ( IMC, CeFA, FPC, CFA).
Possess sound knowledge of the private banking business and related risks together with a good knowledge of operations and control.
Must posses sound knowledge of both investment products and general knowledge of the markets.
University graduate with at least 10 years client facing experience in financial services with specialization in managing accounts/ relationships with HNW customers.
Well-informed of the market competitive structure, industry practices and any regulations for the private banking segment with at least 3 years experience in local environment.
Must have demonstrable track record of success in acquiring and retaining significant levels of new business.