Private Banking Officer - dubai - Four Leaf Recruitment

    Four Leaf Recruitment
    Four Leaf Recruitment dubai

    1 week ago

    Description

    ResponsibilitiesAssist in the proactive development of existing client relationshipsManage the onboarding of clients introduced by Private BankersUndertake client-related initiatives and projects as and when requiredJoin and lead business development initiatives, attend client meetings and social events which will on occasions be outside normal office hours.

    Prepare investment recommendations and all supporting documentation for existing and potential clients within the closely regulated regimePrepare and participate in client periodic reviews, incorporating annual investment and lending reviews where appropriateSupport the Private Banker in renewal of existing lending business, liaising with the client, lending team and PB to ensure successful credit approval attained prior to expiry.

    Collect all relevant supporting information and documentation to assist with preparation of credit proposals for existing and potential clients.

    Act as a secondary contact for clients, maintain a high level of service in relation to banking, investments, fiduciary and credit:

    to include cross selling other services offered by the BankUndertake such other tasks as the bank may require from time to timeComply with the provisions of the Bank's ongoing Training and Competence policyObtain and maintain relevant professional qualifications to undertake the role in line with prevailing regulationUndertake continuous professional development to keep up to date with developments within the industry and comply with the provisions of the Bank's ongoing Training and Competence policyQualificationsWorking towards or attained a level 4 Investment qualification appropriate for the role and that meets current regulatory standards – Desirable.

    Technical Skills and ExperienceProven track record in banking or financial services, with a particular emphasis on client service and relationship management.

    Good level of written and oral communication skills enabling effective contact at all levels both internal and external.

    Ability to work on own of regulatory frameworksGood level of skill in the use of standard Microsoft applications (Word, Excel, Outlook).Ability to work under pressure and meet deadlines with a high degree of accuracy in a fast paced environment.

    Behavioural Competencies and Soft SkillsDemonstrate an organised approach to the job, working closely with other team members to provide efficient feedback as required by both clients and the team.

    Be an effective team member within a small group of Private Banking professionalsMake recommendations to improve the effective operations of the business.

    Demonstrate initiative, adaptability and flexibility in order to cope with the ever-changing demands of the role.

    Demonstrate awareness of client requirements, taking into account outside influences such as global and domestic trends and availability of products from competitors.

    Demonstrate personal drive by obtaining and maintaining relevant professional qualifications to undertake the role in line with prevailing continuous professional development to keep up to date with developments within the industry.

    Have excellent interpersonal, written and oral communication skills to build trust and interact effectively with both clients and staff.
    Show the ability to work on one's own initiative, reacting quickly and appropriately to situations without prompting, prioritising workflows to meet demands accordingly
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