Senior Private Banker/ Private Banker at Emkay

Job Description:

Latest job information from Emkay for the position of Senior Private Banker/ Private Banker. If the Senior Private Banker/ Private Banker vacancy in United Arab Emirates matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Emkay for the position of Senior Private Banker/ Private Banker below matches your qualifications.

Experience: 5+ Years

Location - Dubai

Job Responsibilities

• Customer Relationship Management & Acquisition
• Financial Planning (FP) and Portfolio Services
• Execution of transactions post FP and on periodical basis
• Manage Private Wealth, PMS and AIF fund related queries
• Ensure delivery of various MIS reports as per requirements
• To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization
• To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery
• Ensure discipline of asset allocation
• Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset class
• To drive strong client servicing and client engagement parameters, to enhance market credibility and deliver superior value proposition
• Continuous learning, to be better equipped than our competitors
• To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams
• To ensure adherence to internal and external Financial advisory guidelines and Risk Policies and ensure standards are in place to minimize mis-selling instances
• To continuously scan the competition/market and report on emerging trends or any new development or business opportunities for WM
• Revenue Generation
• Build AUA

Skills

• Excellent communication
• Proven skills of significantly improving the structure and readability of written communication

Competencies:

• Lives the Company Values
• Business Awareness & Market Knowledge
• Customer Centricity.
• People Connect
• Result Orientation
• Networking Ability

Job Info:

• Company: Emkay
• Position: Senior Private Banker/ Private Banker
• Work Location: United Arab Emirates
• Country: AE

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Senior Private Banker/ Private Banker at the office United Arab Emirates above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.