Job Description

Roles & Responsibilities

To maintain & develop a client base of HNWI & UHNWI providing excellent service in order to develop net new business to the group + obtain/maintain business via referrals & recommendations within the Group.

Manage specific projects End to End / 360 Degrees including the managing / liaising of other group colleagues.

Develops new business through own sources, existing professional connections, and introductions via the bank with strong inter-personal skills and experience at both generating new business and managing high profile client relationships.

Opportunity spotting externally & from within the Group.

Coordinates & promotes prospects & business with other RMs as well as other Group coordinates Globally.

Promotes the cross selling between Group branches/offices in the Gulf & elsewhere Globally for NRI segment.

Develop & maintain strong relationships with decision makers in key positions & turns relationships into sources of referral [inwards / outwards]

Initiates pro-actively, solutions, sales & market initiatives

Participates with others in Product development & marketing

Solicits business primarily, but NOT limited to the disciplines of the trilogy of Private Banking [Banking, Fiduciary [Wealth Protection such as Trusts, Foundations Offshore Cos etc], Portfolio Management [Execution only, Advisory & Discretionary] but also includes examples such as derivatives [e.g. DCDs, esoteric funds [aircraft operating leases, mezzanine debt, etc]

Develops new investment relationships, attracts new NRI clients to FAB. Furthermore, develops the private client side of FAB s key strategic clients segment [e.g. Directors of Multinational as well as UAE / GCC / Sub-Continent diasporas-based Cos]

Provides advice & ultra-high level of solutions & service 24/7 365 days of the year regardless of being in the office, on vacation and / or on an international business trip

Assesses prospects with the aim of converting to clients by a full vetting / due diligence process addressing issues connect with PEPs. OFAC, AML and including KYC to international standards which is unique to GPB; as still not introduced in the rest of NBAD

Assesses financial needs, risk tolerances/appetite, & develops optimal investment solutions

Ensure, clients relationships are monitored & maintained [Completes & updates all reports which includes e.g.

Desired Candidate Profile

Track record of excellent academic performance from a reputable university. Preferable in business, economics, marketing and / or a MBA or accountancy/finance background

Strong relationship management & new /ongoing business development skills

At least 5 years experience as an industry hand in private banking coupled with experience in other banking environment, investment companies.

Experienced problem solver in tandem with decision making

Director- Private Banking First Abu Dhabi Bank FAB