Realtionship Manager / Wealth Management
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Education: 4
Experience: 6 years
Relocation: Yes - Internationally
Career Objective
Being in the banking field for 6 years, I am currently looking to explore my options on an Offshore Oil Rig. I would like to learn everything I can and see how well I can develop a career on an oil rig.
Professional Experience
Premier Relationship Manager
September 2007 to date
Jebeli Ali, UAE
Provide highly strategic and tactical leadership as a Premier Relationship Manager with the main focus on managing Wealth Management Customer Relationships. Acquisition of new client relations, retaining and adding profitable relationships for the growth and development of the Wealth Management Portfolio. Meeting revenue targets for Investments business and achieving high levels of service standards in turn maximizing client satisfaction.
Specific responsibilities include:
„X Manage Portfolio of HNWI with an annual target of USD 50 Million.
„X Plan, direct and control the activities - responsible for managing implementation of Bank¡¦s Wealth Management relationship management policy, marketing of all Retail Banking Products / Investment Banking Products¡V Mutual Funds, Treasury Products/ Structured Notes/ Bond Funds / Hedge Funds/ Offshore Banking.
„X Provide competitive analyses on products and services to senior managers to offer tailor made solutions to customers.
„X Provide financial advice to HNW customers at their place of business in order to understand their current business practices and identify their financial and investment goals.
„X Resolve customer problems and provide efficient solutions by acting as a liaison with other departments and divisions in managing the customer's relationship with the Bank.
„X Source new-to-bank customers and increase business prospects by developing new customer relationships.
„X Be involved in strategic initiatives to develop the business and cross-sell bank products and services (loan, deposit, asset management, investment and other appropriate bank products and services).
„X Represent the Bank at various civic and community functions to further enhance Bank's image and develop additional business contacts and referral resources.
„X Contribute in increasing the awareness of the Premier ¡V Wealth Management Division with customers to attract, retain and improve customer relationship.
Eductation
Skyline College, Dubai: Affiliated with National American University
Bachelors of Science in Business - Majors in Computer Information Systems, with emphasis in Webmasters. Aug 2000 ¡V Apr 2004
„X Appeared on the Deans honor list.
Higher Secondary School
Our Own English High School, Dubai (Central Board of Secondary Education) Subjects: Commerce with Accounting.
Proficient in the use of: MS-Office (Word/Excel/PowerPoint) Internet & Emailing
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