QNB- Manager - Private Banking

Established in 1964 as the country’s first Qatari-owned commercial bank, QNB Group has steadily grown to become the largest bank in the Middle East and Africa (MEA) region.

Established in 1964 as the country’s first Qatari-owned commercial bank, QNB Group has steadily grown to become the largest bank in the Middle East and Africa (MEA) region.

QNB Group’s presence through its subsidiaries and associate companies extends to more than 31 countries across three continents providing a comprehensive range of advanced products and services. The total number of employees is more than 28,000 serving up to 20 million customers operating through 1,000 locations, with an ATM network of 4,300 machines.

QNB has maintained its position as one of the highest rated regional banks from leading credit rating agencies including Standard & Poor’s (A), Moody’s (Aa3) and Fitch (A+). The Bank has also been the recipient of many awards from leading international specialised financial publications.

Based on the Group’s consistent strong financial performance and its expanding international presence, QNB currently ranks as the most valuable bank brand in the Middle East and Africa, according to Brand Finance Magazine.

QNB Group has an active community support program and sponsors various social, educational and sporting events.

The incumbent will be primarily responsible for assisting specific private banker(s) in managing relationships with High Net Worth (HNW) customers by mainly handling all the operational aspects related to Private Banking client servicing. The incumbent will liaise with the respective departments/ units within the Group to ensure priority processing of customer needs/ requests.

• Develop and implement strategies to achieve all volume, revenue, and profit targets for the Private Banking (HNW) segment.
• Act within the limits of the powers delegated to the incumbent
• Implements KPI’s and best practices for role
• Promote cost consciousness and efficiency and enhance productivity, to minimise cost, avoid waste, and optimise benefits for the bank.

• Assist Private Bankers with all client related matter, namely:
• Performing periodic sweep of clients’ account to identify and need for rebalancing investments, investing and reporting to the Private Banker.
• Ensuring the Private Banker is up-to-date on all important client related matters.
• Acting as a focal point and the main contact person for the Private Banker.
• Acting as the secondary account officer on each of the Private Banker’s clients’ accounts.
• Preparing, submitting and following up on all types of Credit Requests.
• Preparing all documentation related to credit facilities.
• Generating client reports (Statements, Credit Reports) as requested by the Private Banker.
• Liaising with Private Banking operations to follow up on requests (Credit Cards, Transfers, Deposits, account opening, etc).
• Replacing the Private Banker in all his functions during his absence from the office.
• Answering all clients’ requests in case of the Private Banker’s unavailability.
• Preparing all documentation/presentation prior to a Private Banker’s client meeting.
• Ensuring adequacy of documentation/information received by a client.
• Liaising with any of the Bank’s departments to follow up/resolve any pending issues related to clients.
• Assist Private Bankers, when requested with managing on day-to-day basis, portfolios of existing and potential clients to meet assigned financial targets, cross-selling other units (Treasury, Investments etc) within the client needs, making weekly client visits and preparing the related call reports.
• Implementing the department's agreed marketing…