VP - Head of Elite Client Management

Job Purpose:

Responsible for strategizing short and long-term planning for a successful Elite customer portfolio that continues to grow both in staff count and number of customers. This includes leading and managing the Elite Relationship Managers team, who have a portfolio of Consumer Banking Group’s most affluent customers. The Head of Elite will be in charge of strategies to improve the relationship with these customers and grow the assets of customers, while always looking for the best opportunities to expand the portfolio.

This role will include providing the Elite Relationship Managers team with full support and guidance on finding opportunities to maximize customer portfolios and strengthen the relationships by providing exceptional services and availing NBK Products that meet their lifestyle and needs based on accurate customer profiling. They will oversee the most efficient way to manage portfolios, understand financial goals, and help their team achieve overall objectives.

• Prepare both short term (6 month-1 year) and longer-term strategies for Management on plans to develop both the Elite team and grow the customer portfolio.
• Lead and mentor a team of Elite Relationship Managers, and support staff by providing them with ongoing training, coaching, mentorship, and skill development opportunities to enhance their capabilities and knowledge to meet individual and team objectives. This includes identifying training gaps and succession planning for future career growth.
• Leads by example when dealing with both executive Management and other concerned stakeholders.
• Continually reviews the processes and day‑to‑day activities of the team and finds solutions to optimize them where possible.
• Has the ability to quickly prioritize any roadblock or issue that arises and sets the required action points from both the Elite team and supporting teams where required to provide the highest level of customer experience with minimum delay.
• Support the team to identify, target, and acquire high-net-worth clients through various channels while ensuring excellent client relationship-building strategies are in place.
• Stay updated on premium banking products, services and other NBK Group related offerings (Investment, IBG Mortgage…etc) ensuring that the team has a deep understanding of NBK offerings to effectively meet client needs.
• Stay updated on market trends, financial regulations, and industry developments to ensure accurate and up-to-date advice.
• Maintain a direct communication with NBK Wealth, IBG, and other relevant departments to get the best offers and financial products to suit customers' needs.
• Monitor growth of portfolio and create and manage tactical plans to achieve targets set, making adjustments and recommendations based on market trends and changes in clients' circumstances.
• Ensure flawless execution of client transactions and maintenance of appropriate records, ensuring the accuracy and completion of all client documentation with the necessary client approvals.
• Ensure that Elite RMs actively participate in networking events and other activities to expand the bank's affluent customer base.
• Continually monitor and enhance strategies to improve financial results and customer relationships.

• University Degree with preference to MBA / Master's degree holders.
• Minimum 10 years in financial industry experience (Investment, Banking, Wealth Management).
• Excellent communication, negotiation, and interpersonal skills.
• CMA Certifications or Approval to offer investment products to clients.
• Preferably charted wealth manager.
• Extensive experience in working with high-net worth individuals.