Executive Manager – Private Banking Acquisition

Application deadline closed.

Job Description

Job Description

  • To continually develop and implement effective Acquisition strategies, coordinate, manage and lead acquisitions activities by presenting relevant products in order to achieve assigned targets and contribute to the bottom-line profitability of the department
  • Engage and build strong synergies with different internal and external channels to develop strong Acquisition strategies in order to identify potential New to Bank (NTB) prospects
  • Build and drive internal and external referral ecosystem in order to generate NTB leads to seek out relevant potential clients to Private Banking
  • Formulate systematic and sustainable strategies/plans in order to acquire new Bank customers
  • 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 processes
  • Perform day-to-day Banking services in order to meet and exceed client expectations
  • Provide quality customer service to ensure customer satisfaction and retention
  • Provide a 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 to ensure compliance to Bank’s policies and procedures
  • Identify and analyse areas of potential risk under the portfolio and report them, to ensure up to date compliance, KYC and client profile for each client as well as maintain high level of confidentiality at all times
  • Manage self and team in line with ADCB’s people management policies, procedures, processes and practices to ensure adherence and to maximise own and employee contribution to business performance
  • Manage the effective achievement of the team’s objectives through setting individual objectives, managing performance, developing the team and providing formal and informal feedback to maximise overall performance, engagement and motivation
  • Recommend and implement improvements to departmental policies, procedures and processes covering all areas of activity so that all relevant procedural requirements are fulfilled while ensuring that ADCB delivers best-in-class services, products and innovation
  • Identify opportunities to contribute to organisational and departmental change initiatives, programmes and projects taking into account best practice and standards in the business environment
  • 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 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
  • Communication skills
  • Ability to use fact based analysis to win broad support for new concepts and ideas
Area
Abu Dhabi, UAE