Company Name : Confidential Company Jeddah

Relationship Officer (Jeddah)

bayt.com

Job Description

  • Collaborate with Private Banker to assist clients in accomplishing wealth management objectives.
  • Develop and maintain professional understanding of customer base to assist Banker deepening current relationships.
  • Perform as key contact for selected customer relationships under Banker guidance.
  • Initiate apt activities to ensure on time and scheduled response to customers.
  • Ensure to alert Banker with respect to any delays along with potential issues.
  • Support to open and link new accounts on One Source.
  • Provide assistance to Banker to attain approval on new account openings.
  • Review independently all documents and link entire customer accounts to suitable relationship.
  • Provide securities details, quotes and valuations to customers.
  • Implement and supervise all unsolicited trade activities.
  • Ensure to alert Banker of prospective sales opportunities surface from discussions with clients.
  • Conduct evaluation of client’s accounts.
  • Collect mandatory information to analyze client situation.
  • Develop and oversee relationships with clients performing alongside Relationship Manager to ensure top level service provided to clients.
  • Perform as key contact point for portfolio of clients dealing with routine matters throughout range of services and products.

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