Director, Private Banking

• Private Banker focus is to develop business across diverse markets / regions within all areas of private clients, family offices of UHNWI & HNWI, especially with different offshore and onshore locations ranging across numerous booking centers, which is highly competitive and appealing to the regional and international customer base.
• To achieve superior sales revenues / AUMs above a predetermined target & increase FAB’s market share.
• To provide clients with an above optimum level of service & full investment solutions.
• Identify/segment target markets, develop business to widen portfolios & implement the strategic /marketing plan for Private Banking.
• Building [own] & managing a portfolio of UHNWI & HNWI & provide maximum personalized services.
• Maintain /expand current/future client base, acquire net new business via referrals, contacts & marketing.
• Proactively enhance PB’s offerings [Group and/or Open Architecture] by initiating & supporting internal processes & workflows.

• Private Banker focus is to develop business across diverse markets / regions within all areas of private clients, family offices of UHNWI & HNWI, especially with different offshore and onshore locations ranging across numerous booking centers, which is highly competitive and appealing to the regional and international customer base.
• To achieve superior sales revenues / AUMs above a predetermined target & increase FAB’s market share.
• To provide clients with an above optimum level of service & full investment solutions.
• Identify/segment target markets, develop business to widen portfolios & implement the strategic /marketing plan for Private Banking.
• Building [own] & managing a portfolio of UHNWI & HNWI & provide maximum personalized services.
• Maintain /expand current/future client base, acquire net new business via referrals, contacts & marketing.
• Proactively enhance PB’s offerings [Group and/or Open Architecture] by initiating & supporting internal processes & workflows.

• To maintain & develop a client base of HNWI & UHNWI providing excellent service in order to develop net new business to the group + obtain/maintain business via referrals & recommendations within the Group.
• Manage specific projects End to End / 360 Degrees including the managing / liaising of other group colleagues.
• Develops new business through own sources, existing professional connections, and introductions via the bank with strong inter-personal skills and experience at both generating new business and managing high profile client relationships.
• Opportunity spotting externally & from within the Group.
• The individual will always promote the 3 main businesses of Private Banking, marketing & business development to clients for both Offshore [Switzerland] & Onshore [UAE].
• Coordinates & promotes prospects & business with other RMs as well as other Group coordinates Globally.
• Promotes the cross selling between Group branches/offices in the Gulf & elsewhere Globally.

Develop & maintain strong relationships with decision makers in key positions & turns relationships into sources of referral [inwards / outwards].

• Identifies target markets, develops new business, increases wallet share of existing clients, & implements the annual marketing plan.
• Initiates pro-actively; solutions, sales & market initiatives.
• Participates with others in Product development & marketing.
• Solicits business primarily, but NOT limited to the disciplines of the trilogy of Private Banking [Banking, Fiduciary [Wealth Protection such as Trusts, Foundations Offshore Cos etc], Portfolio Management [Execution only, Advisory & Discretionary] but also includes examples such as derivatives [e.g. DCDs, esoteric funds [aircraft operating leases, mezzanine debt, etc].
• Maintains a designated list of clients’ portfolios.
• Develops new investment relationships, attracts new key clients to FAB. Furthermore, develops the private client side of FAB’s key strategic clients’ segment [e.g. Directors of Multinational as well as UAE / GCC / Sub-Continent diasporas-based Cos].
• Provides advice & ultra-high level of solutions & service 24/7 – 365 days of the year regardless of being in the office, on…