Senior Manager - Private Banking Acquisition
Abu Dhabi Commercial Bank
Employer Active
Posted 4 hrs ago
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Experience
7 - 12 Years
Job Location
Education
Bachelor of Commerce(Commerce)
Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
In this role, your key responsibilities include :
- Support in the engagement and building of strong synergies with different internal and external channels in order to develop strong Acquisition strategies in identifying potential New to Bank (NTB) prospects
- Drive internal and external referral ecosystem in order to generate NTB leads to help acquire referred clients to Private Banking
- Attract NTB clients and capture client service synergies in order to achieve assigned targets and contribute to the bottom line profitability of the department
- Onboard clients directly to Private Banking, complete onboarding process, make sure initial funding/Assets Under Management (AUM) Transfer, etc to ensure compliance to internal policy and process
- Manage the smooth handover of a relationship to a Private Banking Relationship Manager and work closely with them as and when required to ensure customer satisfaction
- Provide feedback to internal specialists on product solutions in order to support the development of effective wealth management solutions for clients
- Identify cross-selling opportunities and proactively interact with internal resources in order to provide product solutions for clients
Desired Candidate Profile
The ideal candidate should have the following experience :
- At least 7 years of experience in a commercial/universal Bank context in a relationship management client facing role working with high net worth clients executing client transactions across business
- Bachelor s Degree in Finance, Economics or a related field
- Client service and acquisition skills
- Ability to network across stakeholder groups
Company Industry
Department / Functional Area
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Abu Dhabi Commercial Bank
At ADCB, we nurture a diverse, inclusive community where every voice is valued. Private Banking provides high-net-worth clients with an end-to-end banking service to help manage their full banking and investment needs effectively.