Job vacancy VP / Head of Wealth Management

JOB BY
Gulf Bankers
403, Jumeirah Bay X2 Tower, Dubai, UAE
  (+971) 44 179 600

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Job Type
Employee
Job Status
Full Time
Announced
08 June, 2020
Job Title

VP / Head of Wealth Management

Job Location
Job Presentation

JOB SPECIFICATIONS:

 

EDUCATION AND CERTIFICATION REQUIREMENTS

  • BA in a relevant discipline from a recognized university.
  • Preferably Wealth Management Professional certificate.
  • CME1 is required.

EXPERIENCE, COMPETENCIES & SKILLS

  • 10-12 Years of Wealth Management/ Private Banking experience with a leading Saudi financial institution of which a minimum of 3 years in a similar position.
  • Fluent in English and Arabic.
  • Excellent sales and relationship management skills.
  • Strong interpersonal, communication and presentation skills (both verbal and written communication skills).
  • Strong connections with the Saudi business community and an established client base.
  • Strong understanding of customer & market dynamics and requirements.
  • Proven strong team building and leadership skills.
  • Extensive experience in liaising with external clients.
  • Good understanding of regulatory environment.

ACCOUNTABLE FOR:

  • Developing Company’s sales strategy/calling plans for each customer segment across all entities and geographies in line with the company’s overall strategy.
  • Developing the unit’s budget/plan in line with the company’s strategy and the market outlook/ trends.
  • Ensuring that all targets are met or exceeded.
  • Liaising with other Company’s business divisions to maximize sales of their products through the Saudi Market.
  • Expanding the company’s client base across the Saudi Arabia.
  • Participate with Deputy CEO and Heads of Departments to set Company’s strategic plan.  

ROLES & RESPONSIBILITIES

  • Collate, review and prepare Company’s sales strategies, goals and budgets and ensure they support the company’s strategic objectives.
  • Manage sales force and leverage available delivery channels to meet sales targets.
  • Plan all sales activities including reviewing calling plans of account executives.
  • Coordinate with concerned products divisions to increase sales of their respective products/ services.
  • Lead institutional book-building efforts for transactions with fund managers.
  • Participate in investor road shows and work closely with Business teams in preparation of investor presentations.
  • Ensure relevant market feedback is available to all concerned functions.
  • Ensure that customer complaints/ issues are captured and addressed.
  • Recommend changes to outlet policies and procedures to improve efficiency (based upon audit reports).
  • Build institutional relationships through networking, referral and cold calling.
Valid Till
8 Sep, 2020


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