Job Description:
Drive profitable growth by acquiring, developing and servicing long-term relationships with high net worth clients
Collaborate and build effective partnerships with team leaders, market heads, segment proposition heads, platform management including COO area and support functions, and product partners
Business
Deliver NNM, AUM, and Revenue growth targets and key operating metrics (client acquisition, client satisfaction, product holdings etc)
Generate healthy pipeline of target market prospects and convert them into clients
Grow customer portfolio size by deepening existing customer relationships
Implement an asset allocation in line with the client needs and model portfolios as benchmarks
Deliver, monitors and reviews solutions to clients based on client investment profile
Conduct periodic reviews of client accounts in accordance with established procedures
Collaborate with support functions and business partners to deliver One Bank and support cross selling efforts
Deliver profitable growth by controlling costs and operational losses
Deliver positive client performance in line with client investment profiles
Processes
Ensure Sales Management, Suitability and on-boarding processes applied appropriately
Timely handling of customer issues, complaints, and product enquiries in accordance with established procedures
People and Talent
Embed the Group's values and culture
Partner effectively with product specialists to deliver effective client solutions
Risk Management
Understand the risk and control environment in their area of responsibility and drive rectification as required
Do what is right in order to avoid reputational risks and operational losses
Timely handling of client complaints and in all cases report and escalate to management in accordance with established procedures.
Governance
Ensure adequate and appropriate systems and controls are in compliance with Group and Business policies, procedures, standards and codes, including those governing all Risk types, Compliance, Operational Risk, Technology and Operations, Finance and Reputation
Ensure adherence with the following Regulatory Compliance policies and processes (both on-shore & offshore, as is applicable):
Anti Money laundering (AML) and all applicable money laundering prevention procedures
Client Due Diligence & Related Periodic Reviews
Client Suitability Standards
Treating Customers Fairly
Approval & review of Credit Applications
Maintain Documentary standards
Data Confidentiality
Cross-Border Policy
Participate in the Local Client Committee and other relevant committees where applicable
Embed the Group's values and code of conduct to ensure that adherence with the highest standards of ethics, and compliance with relevant policies, processes and regulations among employees form part of the culture
Engage with all audit report findings and ensure feedback is acted upon
Key Stakeholders
Internal
Platform Management
Segment & product heads
Colleagues in Risk, Legal & Compliance and HR
External
Private bankers of competitors & major clients
Key clients
Other Responsibilities
Embed Here for good and the Group's brand and values
Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures
Work effectively across SCB, using values behaviours to drive overall business growth
Requirements
Min University Graduate with 8-10 years of Private Bank/ Wealth Relationshp Mgmt experiene for GCC/ KSA clients.
Relevant banking certifications required to perform the role in the location
Demonstrable and relevant experience in the Private Banking industry commensurate with this remit and level of responsibility
Strong ability to develop a network of target prospects
Proven risk management capabilities
Firm in all business guidelines and compliance issues
Sound knowledge of financial markets and investment products
Outstanding communication and presentation skills
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