Director,Private Banking.Qatar,Private Banking.Retail Banking Group

Mashreq

Qatar

Description

 Optimize the potential value of the client base through the delivery of Private Banking products and
services and actively identify new customers
 Ability to communicate with HNW clients to structure advise based on client needs
 Ability to recognize opportunities to partner with other bank professionals to service client needs and
maximize bank revenues.
 Maximizing profitability from the Private Banking base whilst countering competition from other
providers offering alternative investment opportunities.
 Safeguard the bank from potential loss / AML fraud/ and ensure ethical behavior
 Safeguard banks reputation by ensuring ethical professional behavior at all times before/during after
sales
 Enhance market profile and awareness.
 Achieve revenue goals, sales & portfolio growth targets across a range of products & services
(Investments, Term Deposits, CASA balances, TCM, FX trading, share financing, etc)
 Acquire ‘new to bank’ HNW clients
 Maintain a superior customer service experience for clients including pre-empting issues and proactive
servicing.
 Minimize customer attrition and maintain proactive client contact