Senior Relationship Manager, Middle East & Africa

Tasks

• Ensure accountability for the bank's sales and professional functions, as well as for the operations of the "Client Care" department
• Developing client relationships with a focus on financial planning, performance, and investment goals in order to provide customized, state-of-the-art investment solutions for existing, prospective, and new clients
• Responsible for coordinating major client events and participating in various conferences or investment presentations
• Providing appropriate solutions tailored to the client's financial and asset situation
• Striving to Earn the Client's Trust: Private practice is aimed at maintaining or expanding the team with regard to asset consolidation or advisory services
• Overview and development of internal collaboration with customer base specialists and cooperation with the entire customer team at the national and international levels
• Participation in the development and implementation of client profiles and asset realizations
• Representation and support for two projects at the request of management (Quotation Module; Balance Sheet)
• Representative for the proactive development and marketing of high-net-worth (HNW) private banking clients
• Adaptation of a consultative approach that incorporates primary relationship management into operations for professional clients and selected investment funds with exposure to new ideas
• Establishing business relationships with customers and improving solutions through the acquisition of new customers and additional customers in existing portfolios
• Proactive management of post-tax and other transaction-related interactions to leverage opportunities after the initial sale and strengthen business success
• Implementing new processes and product updates, and carefully ensuring that sales are closed as part of daily routines

Profile

• The Private Banking Relationship Manager (RM) is the primary point of contact between the client and the bank
• He or she acts independently as an ambassador for the bank and is responsible for expanding, strengthening, and maintaining customer relationships
• RM ensures a premium service: personalized and responsive, designed to engage customers and optimize interactions, and delivered to exceptional standards—however, whatever, and whenever