Elite Assistant Relationship Manager

Key Roles and Responsibilities:Assist in providing financial services solutions to the HNW client base.Update relevant RM with periodic evaluation report for customers’ portfolio, prepare investment proposals for clients and provide accurate customer information.Assist in identifying new HNW clients and assist in the analysis of existing client business and identify new business opportunities.Assist in establishing sales and revenue targets for existing and new client relationships.Assist Senior RMs/RMs in providing clients with comprehensive advisory services.Deal with customer queries / requests as well as transaction processing to include.Check documentation and ensure compliance with regulatory requirements.Develop comprehensive customized financial plans based on client risk profiles.Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing).In agreement with the Senior RM/RM, Research competitive offering and solicit client feedback for new product ideas.Escalate customer suggestions/concerns to the Senior RM/RM.Provide high level of customer service to clients (proactive calls).Undertake all, non-routine client contacts with the prior agreement of the Senior RM/RM.Being assigned and measured against monthly KPIs to monitor performance and ensure continuous improvement.Actively supporting portfolio management by monitoring client portfolios, identifying growth opportunities, and recommending actions to optimize profitability and risk control.Job Requirements: Education:Bachelors Degree from a recognized university.Experience: 1-2 years in relationship management and sales of financial/investment products with a leading international/ regional private bank.Competencies:Fluency in English & Arabic (where relevant).Excellent communication, networking and selling skills.Strong interpersonal, presentation, & listening skills.Good knowledge of financial markets, investment instruments, and investment management.General understanding of market dynamics / trends, and internal & external policies & controls regulations.Ability to provide financial solutions to sophisticated clients.Good computer skills (MS Office).What We Offer at Arab BankAt Arab Bank, we offer a purpose-driven and inclusive environment where innovation, continuous learning, and employee wellbeing are at the core. We are proud to welcome individuals of all generations, genders, and backgrounds, valuing the diverse perspectives that strengthen our culture and contribute to our success.