Email: clients@gulfbankers.com

VP / Head of Asset Management

VP / Head of Asset Management

Job Overview

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 Saudi 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 Saudi Market.
  • Expanding the company’s client base across the Saudi Arabia.
  • 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.
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since its founding in 1997, Gulfbankers Executive Search Part of Forum International Group of Companies has been the executive recruitment industry’s leader and innovator, today, has evolved as the Arabian Gulf, Middle East and North Africa premier provider of executive talent management solutions in the Banking and Finance Industry.

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