Senior UHNW and SFO Business Developer for Kuwait and Bahrain

• Grow revenue, increase Assets Under Management (AUM) of portfolio and increase inflows of net new money (NNM), achieving growth by leveraging brand, channels and RM network.
• Work collaboratively with Investors, Wealth Planners, and other relevant teams such as the Product Specialists network to develop client relationships.
• Maintain an understanding of economic, business, tax, property, legal and other relevant matters to a standard that is commensurate with the nature of the existing and target client base.
• Leading by example through high financial results and offering coaching to other RMs to create opportunities to aid their professional development.
• Works closely with other Bank Departments to maintain internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
• Ensures follow-up on all risk and compliance issues (such as CCR, KYC, Compliance requests, Risk Management requests, Internal Audit requests)

To be successful in this role you should meet the following requirements:

• Extensive relationship management coupled with a significant level of experience within Private Banking is a requirement for the role.
• A proven track record in asset gathering, asset growth and revenue generation is essential for clients resident in Kuwait and Bahrain.
• Highly developed communication skills for use in direct client contact and problem solving.
• Ability to provide strong financial and statistical analysis.

Strong customer service focus with attention to detail and the ability to think creatively to solve problems

·       Maintain good cohesion with outsource providers ie. Accountants, Lawyers, IT, Insurance Brokers, Compliance Consultants and Custodian etc

·       Participate pro-actively within the Annual Compliance and Financial Audit

·       Identify & report any Operational risks to the Director of Operations / Company Board

·       Own a solid working knowledge of UK Equities inclusive of IPO’s, Placings, Dealing, Corporate Action events and the settlement cycle.

·       Monthly Custody and Management Commission collection and reconciliation 

·       Investigate & respond to any incoming client queries

·       Maintain accurate client data on all platforms

·       Assist in defining and delivering initiatives that achieve and sustain continuous improvements in business performance, as measured in terms of customer experience, process effectiveness, service levels and process efficiency

·       Assist within all areas of Learning and Development of the team including the creation of bespoke training plans to ensure adherence to the Certification and Conduct Rules of staff members.

·       General maintenance and administration of Employee records ie. Annual Leave, Employee entitlements, and the provision of Employment Contracts and Reference requests.

·       Organisation and payment of the monthly Payroll, PAYE, NI and Pension entitlements to staff members and outside agencies.

·       Other ad-hoc tasks as directed by the Director of Operations.

·       Excellent standard of education – Maths and English essential

·       Accuracy with attention to detail

·       Good analytical skills: proficient in Microsoft packages – Excel, Word, Outlook

·       Good understanding of full Front to Back investment processes including knowledge of discretionary investment management, IPO’s, Placings, SIPPs, and ISA products.

·       An understanding of ALL the following: corporate actions, trading, security settlement, reconciliation, security transfer / re-registration and account opening processes.

·       Effective communication both verbally and written

·       Positive attitude with excellent problem-solving skills 

·       Excellent interpersonal and customer service skills

·       Strong organisational and multi-tasking skills

·       Team orientated with a flexible work approach.

·       Ability to work within deadlines

·       Diligent and conscientious with strong work ethics

·       Knowledge of critical software including Xero