JOB SPECIFICATIONS: EDUCATION AND CERTIFICATION REQUIREMENTS · BA in a relevant discipline from a recognized university. · Preferably Wealth Management Professional certificate. · CME1 is required. EXPERIENCE, COMPETENCIES & SKILLS · 10-12 Years of Wealth Management/ Private Banking experience with a leading Kuwaiti financial institution of which a minimum of 3 years in a similar position. · Fluent in English and Arabic. · Excellent sales and relationship management skills. · Strong interpersonal, communication and presentation skills (both verbal and written communication skills). · Strong connections with the Saudi business community and an established client base. · Strong understanding of customer & market dynamics and requirements. · Proven strong team building and leadership skills. · Extensive experience in liaising with external clients. · Good understanding of regulatory environment. ACCOUNTABLE FOR: · Developing Company’s sales strategy/calling plans for each customer segment across all entities and geographies in line with the company’s overall strategy. · Developing the unit’s budget/plan in line with the company’s strategy and the market outlook/ trends. · Ensuring that all targets are met or exceeded. · Liaising with other Company’s business divisions to maximize sales of their products through the Kuwait Market. · Expanding the company’s client base across the Kuwait. · Participate with Deputy CEO and Heads of Departments to set Company’s strategic plan. ROLES & RESPONSIBILITIES · Collate, review and prepare Company’s sales strategies, goals and budgets and ensure they support the company’s strategic objectives. · Manage sales force and leverage available delivery channels to meet sales targets. · Plan all sales activities including reviewing calling plans of account executives. · Coordinate with concerned products divisions to increase sales of their respective products/ services. · Lead institutional book-building efforts for transactions with fund managers. · Participate in investor road shows and work closely with Business teams in preparation of investor presentations. · Ensure relevant market feedback is available to all concerned functions. · Ensure that customer complaints/ issues are captured and addressed. · Recommend changes to outlet policies and procedures to improve efficiency (based upon audit reports). · Build institutional relationships through networking, referral and cold calling.