Relationship Manager
HSBC - United Arab Emirates
مجموع سنوات الخبرة :2 years, 5 أشهر
Acquire HNWI customers through own network and database.
• Transfer, build liability and AUM portfolio through own network and date base.
• Increase customer total relationship balance (TRB) across liabilities and wealth management products.
• Cross sell banking and Wealth Management solutions
• Single point of contact and dedicated Account Manager for Priority Banking customers.
• Ensure strict compliance with laid down processes and policies for sourcing business
• Ensure realistic commitments are made to customers and render them excellent service to differentiate ourselves from competition.
Managing an AUM size worth 286 million AED (179 million AED in CASA and 107 million AED in
Investments) for UHNW individuals.
• Responsible for overall growth and profitability through the current portfolio.
• Responsible for adding NTB customers and get Net New Money, Forex, Asset and Investment
Income by cross selling various banking products and offers to clients.
• Specialize in Customized Wealth Management Solutions for HNI, Ultra HNI & Families across all Asset Classes with product advisory ranging from Equities, Fixed Income, Commodities, Mutual Funds, Secondary Market Bonds, Structured Products, Portfolio Management Solutions
• Assess investor behavior patterns and feedbacks of the Customer through portfolio analysis, for incremental product development.
• Maintain high standards of service to the clients by keeping the bank’s compliance and service
policy intact
Responsibility of Resignation, Termination, Dismissal process such as (receive resignation, change assignment, hold a/c, processing EOS, check liabilities and if any settle them and send to CCRD, send to CAD, then visa section for labor card and visa cancellation).
• Updating TSD Folder as well as resignation list to keep track for payroll.
• Handling the payroll updating process.
• Following up with candidates in and out of UAE to complete their documents to process employment visa such as( getting CV
Doing LPO, travel rote and hotel reservations.
• Sending received visa to candidates as well as e-tickets through e-mail.
• Issue official letters (Offer Letters, Salary Certificate, Warning, and termination, Dismissal Letters, and NOC letter).
• Able to handle responsibilities when HR Administrator on leave.
• A well-known knowledge on employee affairs, staffing, and visa sections.
courses: International Certificate In Wealth Management (2013) Securities & Investment Institute, United Kingdom (CISI) • International Certificate In Wealth and Investment Management Level 3 (2019) Securities & Investment Institute, United Kingdom (CISI)