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.