Head Of Wealth Management

October 30, 2022

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Job Description

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.