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