Relationship Officer (Eastern Province)
- 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.
Job Details
| Posted Date: | 2022-05-29 |
| Job Location: | Eastern Province, Saudi Arabia |
| Job Role: | Sales |
| Company Industry: | Financial Services |
Preferred Candidate
| Career Level: | Entry Level |
| Gender: | Male |
| Nationality: | Saudi Arabia |
| Degree: | Bachelor’s degree |
Relationship Officer (Eastern Province)