Relationship Manager, Wealth Management
Banque Saudi Fransi
مجموع سنوات الخبرة :12 years, 9 أشهر
• Focus on high-net-worth individuals and families, as well as institutions.
• Understand each client's wealth objectives and investment requirements.
• Support and manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts.
• Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements and compliance with internal policies.
• Actively involved in prospecting and acquiring new clients.
• Lead the process of maintaining client relationships, addressing clients' enquiries, and day-to-day account operations.
• Update clients regularly on markets, portfolio performance, investments opportunities, and risk.
• Cross selling product through clients.
* Provide high quality of service to HN clients and maintain a good relationship with the clients.
* Approach new prospects and attract them.
* Planning for sales activities and strategies.
* Overlooking staff roles and procedures.
* Leading team in achieving branch targets.
* Supervising the team work performance
* Promoting and marketing the branch and its products.
* Ensuring there’s a high level of customer service.
* Worked effectively in a team in order to achieve and exceed our targets.
* Maximize the efficiency and productivity of operation process.
* Auditing all branch work to make sure that they are following the policies and procedures.
* Handling SAMA reports.
* Issuing Branch reports on daily, weekly, and monthly basis
* Attract potential customers.
* Marketing the bank's products to customers.
* Resolving customer issues & serving customers.