At a Glance
- Tasks: Manage and expand GCC client portfolios in Private Banking, focusing on mortgages and investments.
- Company: Join a respected UK Retail bank specializing in Middle Eastern markets and Islamic Finance.
- Benefits: Opportunity for professional growth with potential sponsorship for qualifications and certifications.
- Why this job: Be part of a dynamic team, nurturing valuable relationships and driving significant financial growth.
- Qualifications: Experience in Private Banking with GCC clients; Islamic Finance qualification preferred.
- Other info: Fluent Arabic speakers with strong presentation skills will excel in this role.
The predicted salary is between 43200 - 72000 £ per year.
The Client
Our client is a highly regarded Retail bank within the U.K. focussing on Middle Eastern client markets.
The Role
The Senior Relationship Manager will join an established team within this UK Bank (Islamic Finance) focussing on clients and contacts within the GCC.
The Senior Relationship Manager will support the delivery of the Wealth Management/Private Banking strategy and objectives, managing and expanding the Mortgage and Investment portfolios of GCC clients within the UK.
The Senior Relationship Manager is expected to maintain the GCC & Middle Eastern client portfolio to ensure long-term and remunerative relationships, achieving £30-40 Million in new mortgage business and reaching a target of £25 million increase in investment growth.
The Senior Relationship Manager will already be well versed in this network, a fluent Arabic speaker who understands the client base extremely well, nurturing relationships with clients and prospective clients, managing enquiries on a day-to-day basis, focusing on maintaining a strong relationship between the client and the bank
The Senior Relationship Manager will confidently grow revenue, increase AUM of portfolio and increase inflows of net new money achieving growth by leveraging brand, channels and RM network
The Senior Relationship Manager is to complete research and analysis to produce credit proposals and presenting these proposals.
The Senior Relationship Manager will take care of the UAE offices and referred clients, ensuring all client due diligence for account openings falls within our clients’ requirements.
The Senior Relationship Manager will address key stages of management, wealth generation, wealth preservation, and generational planning, using appropriate internal or external expertise as necessary
The Senior Relationship Manager is to conduct regular client reviews, attend client meetings and prepare call reports.
The Candidate
Private Banking / Retail Banking experience at Relationship Manager level – Experience of working with GCC HNW/UHNW clients
Islamic Finance Qualification held or working towards attaining (Company to sponsor)
Financial or management related certification
Any diploma or higher certification related to investment advice or portfolio management
CeMap and UK recognised investment qualification is desirable
Financial analysis in order to research and write credit proposals accurately
An understanding of Financial Crime, KYC and onboarding requirements
Presentation skills – ability to explain complex information clearly and in a structured manner
Senior Relationship Manager , GCC Clients, Private Banking , Islamic Finance employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Relationship Manager , GCC Clients, Private Banking , Islamic Finance
✨Tip Number 1
Leverage your existing network within the GCC to connect with potential clients and industry contacts. Attend relevant events or webinars focused on Islamic finance and private banking to expand your reach and visibility.
✨Tip Number 2
Stay updated on the latest trends and regulations in Islamic finance and private banking. This knowledge will not only enhance your credibility but also help you engage in meaningful conversations with clients about their financial needs.
✨Tip Number 3
Demonstrate your fluency in Arabic by engaging with clients in their preferred language. This will help build trust and rapport, making it easier for you to manage and expand your client portfolio.
✨Tip Number 4
Prepare to showcase your experience with HNW/UHNW clients by gathering specific examples of how you've successfully managed relationships and achieved growth in previous roles. Be ready to discuss these during interviews to highlight your suitability for the position.
We think you need these skills to ace Senior Relationship Manager , GCC Clients, Private Banking , Islamic Finance
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your experience in Private Banking and Retail Banking, particularly with GCC HNW/UHNW clients. Use specific examples that demonstrate your ability to manage and expand client portfolios.
Showcase Language Skills: Since fluency in Arabic is essential for this role, clearly state your language proficiency. If you have any certifications or experiences that highlight your communication skills in Arabic, include them.
Detail Your Qualifications: Mention any Islamic Finance qualifications you hold or are working towards. Also, include any financial or management-related certifications that are relevant to the role, such as CeMap or investment qualifications.
Demonstrate Analytical Skills: Provide examples of your financial analysis capabilities, especially in researching and writing credit proposals. Highlight your understanding of Financial Crime, KYC, and onboarding requirements to show your comprehensive knowledge in these areas.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Expertise in Islamic Finance
Make sure to highlight your knowledge and experience in Islamic finance during the interview. Be prepared to discuss how you can apply this expertise to manage and expand the mortgage and investment portfolios of GCC clients.
✨Demonstrate Your Network
Since the role requires a well-versed understanding of the GCC client base, be ready to talk about your existing relationships within this network. Share specific examples of how you've nurtured these relationships in the past.
✨Prepare for Financial Analysis Questions
Expect questions related to financial analysis and credit proposals. Brush up on your skills in researching and writing credit proposals accurately, as this will be crucial for the role.
✨Communicate Clearly and Confidently
Your ability to explain complex information clearly is essential. Practice articulating your thoughts in a structured manner, especially when discussing wealth generation and preservation strategies.