RM - Private Banking Job Vacancy in Oman
Posted date [31-Aug-2018]  (ID: 14823)
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Dear Candidate,

We are looking for an RM - Private Banking for our client in Oman.
Please find the JD below:

Roles:

Be part of the private banking division and become a core team member of the Sales team
The Private Banking Group provides personalized services for the banking, investment and advisory needs of the Ultra High net-worth and High networth clients in Oman and the region. The group offers a range of investment, wealth protection, deposit and loan products addressing specific needs of the UHNW/HNW clients.

Principal Accountabilities:
Business Development and sales
Responsible for attainment of sales and financial goals including deposits, loans, investment management, and fee-based products.
Responsible for developing new prospects/relationships and managing existing high net worth clients/accounts with portfolio size upto USD 500,000 in order to enhance/grow/retain client relationships.
Planning and execution of Sales activities such as cold prospecting, reviewing existing customer files to identify sales opportunities, producing file notes after any client meetings, summarizing any additional actions required, including follow up calls
Solutions and Advisory
Maintain a strong working knowledge of client portfolios / products with the bank
Tracking the client portfolios and providing regular reporting.
Advising clients on their Global financial needs and building holistic plans. Fulfilling client needs on various investments solutions encompassing customized investment structures, DPM, Advisory, Real Estate, Alternative assets, Estate Planning, Transaction advisory services and multi Jurisdictional holding structures.
Providing clients with banking solutions across asset and liabilities propositions
Client relationship management
Foster and maintain excellent relationships with customers, by responding to needs quickly and effectively.
Work closely with other departments for developing and broadening client business relationships with the Bank.
Business support
Contributing to the development of new products and services, based on customer feedback
Compliance with legal requirements, regulations, organisational policies and professional codes
Post Details
Job Title RM - Private Banking
Description Dear Candidate,

We are looking for an RM - Private Banking for our client in Oman.
Please find the JD below:

Roles:

Be part of the private banking division and become a core team member of the Sales team
The Private Banking Group provides personalized services for the banking, investment and advisory needs of the Ultra High net-worth and High networth clients in Oman and the region. The group offers a range of investment, wealth protection, deposit and loan products addressing specific needs of the UHNW/HNW clients.

Principal Accountabilities:
Business Development and sales
Responsible for attainment of sales and financial goals including deposits, loans, investment management, and fee-based products.
Responsible for developing new prospects/relationships and managing existing high net worth clients/accounts with portfolio size upto USD 500,000 in order to enhance/grow/retain client relationships.
Planning and execution of Sales activities such as cold prospecting, reviewing existing customer files to identify sales opportunities, producing file notes after any client meetings, summarizing any additional actions required, including follow up calls
Solutions and Advisory
Maintain a strong working knowledge of client portfolios / products with the bank
Tracking the client portfolios and providing regular reporting.
Advising clients on their Global financial needs and building holistic plans. Fulfilling client needs on various investments solutions encompassing customized investment structures, DPM, Advisory, Real Estate, Alternative assets, Estate Planning, Transaction advisory services and multi Jurisdictional holding structures.
Providing clients with banking solutions across asset and liabilities propositions
Client relationship management
Foster and maintain excellent relationships with customers, by responding to needs quickly and effectively.
Work closely with other departments for developing and broadening client business relationships with the Bank.
Business support
Contributing to the development of new products and services, based on customer feedback
Compliance with legal requirements, regulations, organisational policies and professional codes
Job Start Date Immediate
Number of Vacancies 1
Location Job Location -> Oman
Location City Muscat
    
Desired Candidate's Profile
Gender Male
Nationality Nationality -> Any GCC Nationality
Candidate Current Location
Work Experience 7-10 Years
Candidate Profile Description Post graduate with specialization preferably in Finance/investment management/accounting
Having a minimum of 6-8years experienceas private banker handling HNW clients
Must be currently producing annual income exceeding USD 500,000
Excellent presentation, writing and communication skills
Proficient in use of Excel, Word and Powerpoint
Around 35 years or below
Pro-active,disciplined and dynamic personality with aptitude for marketing
Job Classification
Job Type Job Type -> Full-time
Industry Type Job Industry -> Banking
Job Function Job Functions -> Sales
Employers Details
Company Reset HR Services



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