Senior Relationship Manager

il y a 4 semaines


Beyrouth, Beyrouth, Liban Arab Finance Corporation sal (AFC) Temps plein

Functions:

As a Senior Relationship Manager at Arab Finance Corporation, your primary goal will be to acquire new clients while managing and developing a portfolio of existing relationships. You will promote our full range of investment products and services to meet customer needs and achieve sales targets.

Key Responsibilities:

Client Acquisition and Relationship Building:

Initiate and develop relationships with mass affluent and high-net-worth individuals, as well as corporate entrepreneurs, to expand the company's customer base.Identify potential clients with investable assets and proactively engage through leads and referrals from internal and external sources.Conduct cold calls, pitches, and presentations to display the company's capabilities and offerings.Client Advisory and Financial Planning:Assist clients in defining their financial objectives, portfolio structures, investment requirements, and risk tolerance.Provide comprehensive advice on personal wealth management and investment opportunities to maximize asset growth and revenue potential.Investment Strategy Development:Collaborate with the Trading Desk, Asset Management, and Research & Advisory departments to:Advise on global asset allocation and investment diversification.Generate innovative product ideas and recommend investment solutions across our full range of offerings.Design and propose tailored financial products that meet client needs.Guide clients in managing financial market risks and assessing product suitability.Ongoing Portfolio Management:Regularly review clients' investment objectives and recommend necessary adjustments to asset allocations and portfolio re-balancing.Feedback and Reporting:Maintain systematic communication with management by preparing and updating reports based on client interactions.Qualifications:Proven experience in relationship management, financial planning, or portfolio managementStrong understanding of investment products and personal financial planning.Excellent communication and presentation skills.Ability to build and maintain strong client relationships.

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