Client Relationship Manager of Private Banking
Posted date [10-Feb-2024]
(ID: 1638219)
Job Description CRMPB/ZP: Client Relationship Manager of Private Banking, Bahrain
Our client, a recently inaugurated Middle East based global investment bank is looking to appoint a Client Relationship Manager of Private Banking for its branch in Bahrain. The successful candidate will be responsible for creating, building and maintaining a range of HNW, UHNW and Institutional client relationships within a designated geographical area of the GCC, with the objective of providing a customized private banking service including wealth generation/preservation in various investments including Funds Management, Private Equity and Real Estate.
Responsibilities:
• Achieve sales targets through successful placement of investments with clients.
• Prepare and deliver a detailed business plan to achieve the projected yearly budget.
• Solicit, acquire, maintain and develop existing as well as new relationships with clients.
• Co-ordinate with other CRM’s to share information related to clients/prospects/the market.
• Liaise with Private Equity and Real Estate teams to assess quality and size of investment opportunities.
Requirements:
• At least 3 years in a similar relationship management role in Investment Banking, Private Banking, Financial Advisory or possibly Corporate Banking or Treasury Sales in an investment bank in the GCC.
• Minimum a Bachelor’s degree or equivalent in economics, finance or similar discipline.
• Ability to deal successfully with High/Ultra High Net Worth Individuals and institutions.
• Sound knowledge of the GCC region in general and the relevant territory in particular.
Salaries paid are above industry average and successful applicants can be assured of a rewarding and progressive career with the company.
Our client, a recently inaugurated Middle East based global investment bank is looking to appoint a Client Relationship Manager of Private Banking for its branch in Bahrain. The successful candidate will be responsible for creating, building and maintaining a range of HNW, UHNW and Institutional client relationships within a designated geographical area of the GCC, with the objective of providing a customized private banking service including wealth generation/preservation in various investments including Funds Management, Private Equity and Real Estate.
Responsibilities:
• Achieve sales targets through successful placement of investments with clients.
• Prepare and deliver a detailed business plan to achieve the projected yearly budget.
• Solicit, acquire, maintain and develop existing as well as new relationships with clients.
• Co-ordinate with other CRM’s to share information related to clients/prospects/the market.
• Liaise with Private Equity and Real Estate teams to assess quality and size of investment opportunities.
Requirements:
• At least 3 years in a similar relationship management role in Investment Banking, Private Banking, Financial Advisory or possibly Corporate Banking or Treasury Sales in an investment bank in the GCC.
• Minimum a Bachelor’s degree or equivalent in economics, finance or similar discipline.
• Ability to deal successfully with High/Ultra High Net Worth Individuals and institutions.
• Sound knowledge of the GCC region in general and the relevant territory in particular.
Salaries paid are above industry average and successful applicants can be assured of a rewarding and progressive career with the company.
