Manager - Private Banking

Manager - Private Banking

Embark on a journey where your unique contributions are celebrated, and your professional growth is embraced. At ADCB, we nurture a diverse, inclusive community where every voice is valued.

About the business area

Private Banking provides high-net-worth clients with an end-to-end banking service to help manage their full banking and investment needs effectively. Our dedicated bankers provide a wide variety of solutions to meet clients’ investment and borrowing requirements, including complex and bespoke loan structuring. Wealth preservation requirements are addressed through a comprehensive wealth planning solution, tailored to individual needs.

In this role, your key responsibilities include:

• Client Relationship Management - Perform day-to-day Banking and wealth management services in order to meet and exceed client expectations and retention
• Address client issues to ensure timely resolution
• Financial Advisory - Provide tailored financial advice and solutions to meet client needs
• Product Solutions - Provide feedback to internal specialists on product solutions in order to support the development of effective wealth management solutions for clients
• Identify cross-selling opportunities and proactively interact with internal resources in order to provide product solutions for clients
• Compliance and Risk Management - Meet quality standards, minimise errors in transaction execution and service delivery and comply with all relevant regulations, policies and guidelines in order to protect the Bank against all credit, legal, reputational, and other risks
• Ensure that customers’ financial needs are properly identified and formulation of written credit proposals are initiated in order to satisfy all customer needs with Banks products within the general guidelines of Credit Policy
• Assess risk and make pertinent recommendations in line with ADCB’s applicable policies to ensure risks are mitigated
• Convey sufficient information to Lending and Financing team to ensure that deals are adequately structured
• Prepare Call Reports as per ADCB guidelines
• Ensure all client interactions comply with regulatory and internal policies
• Reporting - Prepare and present client reports and performance updates
• Policies, Processes, Systems and Procedures - Adhere to all relevant organisational and departmental policies, processes, standard operating procedures and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders
• Self-Management - Manage self in line with the Bank’s people management policies, procedures, processes and practices to ensure adherence and to maximise own contribution to business performance
• Customer Service - Demonstrate Our Promise and apply the ADCB Service Standards to deliver the Bank’s required levels of service in all internal and external customer interactions

The ideal candidate should have the following experience

• At least 6 years of experience in a commercial/universal Bank context in a relationship management client facing role working with high net worth clients executing client transactions across business
• Bachelor’s Degree in Finance, Economics or a related field
• Associate Wealth Manager Programs (AWM) or other relevant accreditation, to be obtained within one year from joining
• Client service skills
• Ability to network across stakeholder groups Communication skills
• Ability to use fact-based analysis to win broad support for new concepts and ideas
• Written and spoken English

What we offer:

• Comprehensive Benefits Package: This includes market-leading medical insurance, group life and personal accident insurance, paid leave and leave airfare, employee preferential rates on loans and finance facilities, staff discounts and offers, and children education assistance (for certain job levels).
• Flexible and Remote Working Options: We understand the importance of work-life balance and offer flexible working arrangements, subject to eligibility and job requirements.
• Learning and Development Opportunities: We value and facilitate continuous learning and personal development, through a variety of exciting learning opportunities, such as structured instructor-led courses, a comprehensive e-Learning catalog, on-the-job training and professional development programs.

At ADCB, we are dedicated to creating a respectful, caring and disciplined work environment that aligns with your career ambitions.