Senior Manager - Private Banking Acquisition

Job Description

• To acquire new customers and service existing clients by leveraging ADCB's offerings in order to achieve assigned targets and contribute to the bottom-line profitability of the department
• 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
• Perform day-to-day Banking services in order to meet and exceed client expectations
• Provide quality customer service to ensure customer satisfaction and retention
• 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
• Meet quality standards, minimise errors in transaction execution and service delivery and comply with all relevant regulations, policies and guidelines in order to protect the Bank against all credit, legal, reputational, and other risks
• Maintain Know Your Customer (KYC)/Anti Money Laundering (AML) vigilance and strict adherence while new client sourcing
• Ensure up to date compliance, KYC and client profile for each client as well as maintain high level of confidentiality at all times to ensure compliance to Bank's policies and procedures
• Adhere to all relevant organisational and departmental policies, processes, standard operating procedures and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders
• Manage self in line with the Bank's people management policies, procedures, processes and practices to ensure adherence and to maximize own contribution to business performance
• Demonstrate Our Promise and apply the ADCB Service Standards to deliver the Bank's required levels of service in all internal and external customer interactions

Skills

• At least 5 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
• Communication skills
• Ability to use fact-based analysis to win broad support for new concepts and ideas