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Senior Relationship Manager – Private Banking

Forum International Management Consulting

Riyadh, Saudi ArabiaSAR 12,500-16,667/moToday
Saudi ArabiaFinance & AccountingFull Time

Skills Required

Erp

Job Description

<div><h3>Key Responsibilities</h3><ul><li>HNWI Client Acquisition&Relationship Management.</li><li>Archive own portfolio financial targets.</li><li>Building and maintaining relationships with high-net-worth (HNW) clients base.</li><li>Managing a portfolio of private banking clients and offering tailored investment and financing solutions.</li><li>Experience in offering lending solutions, including collateralized lending, mortgages, and tailored credit facilities to HNWI.</li><li>Cross-Selling&Revenue Growth.</li><li>Promote banking products such as treasury solutions, investment opportunities, and private banking services.</li></ul><h3>Requirements</h3><ul><li>Minimum of 7 years of experience in private banking or wealth management.</li><li>Strong relationship-building and sales skills with a proven track record of working with HNW clients.</li><li>Bachelor's degree in business Admiration or relevant qualifications (MBA) is an advantage.</li></ul><h3>Skills</h3><ul><li>Deep understanding of private banking products, including investments, lending, and wealth management.</li><li>Ability to analyses clients' financial status, risk tolerance, and investment potential.</li><li>Familiarity with local regulations governing private banking, AML, KYC, and compliance standards.</li><li>Strong interpersonal and negotiation skills to manage and deepen client relationships.</li></ul></div>#J-18808-Ljbffr