Reporting to Head Islamic Banking
Reported by All departmental staff
Main role (Overall accountability)
Plans, organizes and implements tailor made Sharia compliant financial solutions for high net worth individuals in the region.
Principal Account abilities
Assesses the requirements of high net worth individuals in the region directly and utilizing the branch network / research as appropriate
Plans and implements tailor made and personalized financial solutions, products and services for high net worth individuals consistent with the business objectives of the Bank.
Ensure high standards of private wealth management customer service and relationship management.
Primarily focus on developing institutional, ultra high net worth and very high net worth individuals into long-term clients.
Contribute to building an active and broad book of clients and prospects through a strong and diversified network of business and client contacts.
Perform investment sales and cross-selling activities for the client comprising of asset management (mutual funds, private equity, capital-protected notes, off-shore structures, structured products), investment banking (bonds, sukuks, convertibles, private equity, IPOs), treasury (FX, structured products) and branch (deposits) products.
Regularly relations building initiatives on high net worth individuals in order to assess their needs, resolve issues and directly market the Banks products and services. Decides on promotional campaigns targeted at such individuals.