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Relationship Manager (Arabic Speaking)

  • Job type: Permanent
  • Location: London
  • Salary: £60000 - £120000 per annum
  • Job reference: 451773/001_1560258610
  • Sector: Selby Jennings, Wealth Management
  • Date posted: 11/06/2019

KEY ACCOUNTABILITIES:

  • Deliver the highest level of customer service while managing the portfolio of low, medium, high and PEP clients
  • Develop business in line with the objectives given to meet targets
  • Responsible for the assessment and recommendations when it comes to potential new clients
  • Responsible for generating income and lending propositions
  • Be in charge of preparation of client reviews and have proactive contact with the clients
  • Sets high standards & follows established bank policies and procedures.
  • Ongoing fitness and propriety requirements as set out by the FCA and PRA and as required by the bank under the relevant policies
  • To have investment knowledge and be conversant with the full range of Private Client services: to be competent in trusts, asset management, lending and advisory services and to act as an effective trusted advisor in the delivery of these services
  • Initiates, develops and retains client relationships while contributing actively to the business.
  • Development and financial goals of the unit. Is jointly involved in client solicitation, presentation, account management and development
  • Works and liaises with Group Private Banking team to keep abreast of investment and product offerings to be the client's window to the private banking services offered the Bank
  • To be responsible for up-to-date compliance, KYC and client profile on each client
  • To be responsible for assessing risk tolerance and investment suitability of each client and marketing appropriate products and services.
  • Attending to clients' needs in colleagues' absence whilst adhering at all times to the FCA competences requirements
  • Has a good investment knowledge and good knowledge of the UK property market and lending
  • To be responsible for client satisfaction and service quality levels by ensuring that the client's needs are met by acting as first point of contact
  • Remains informed about market trends, customer preferences, and new products
  • Contributes to all aspects of the marketing mix including products development.
  • Completes meeting reports and establishes a follow-up system.
  • Participates, anticipates, enquires, responds, and prepares written presentations and other documents independently.
  • In addition to the duties listed, the employee may, from time to time, be required to perform other duties assigned by their manager.

QUALIFICATIONS & EXPERIENCE:

  • Has the relevant FCA accreditation to undertake an advisory role
  • Be fully RDR Compliant to a minimum Level 4, preferably Level 6 with a valid SPS
  • Obtain and maintain an individual certificate of fitness and propriety
  • Is knowledgeable with the full range of Private Banking services which includes trusts, asset management, banking and advisory services.
  • Is culturally aware and possesses market intelligence of ME markets required to develop business and to be well perceived in the market place. (Arabic speaking desirable)
  • Able to structure a network through the market conducive to client acquisition.
  • Well versed with MS skills.
  • Excellent interpersonal and verbal skills.
  • Excellent time management skills with the ability to thrive whilst working under pressure.
  • Should have a positive "can do" attitude along with a flexible approach to the tasks that are required.
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