84 Stakeholder Engagement jobs in the United Arab Emirates
Stakeholder Engagement Senior Specialist
Posted today
Job Viewed
Job Description
Sector: Energy / Demand Side Management (DSM)
Experience Required: 3–5 years
Education: Bachelor's degree in Public Policy, Environmental Policy, Engineering, Environmental Sciences, or related fields
Job Summary:
The Stakeholder Engagement Senior Specialist plays a key strategic role in earning and maintaining the trust of key stakeholders in the energy sector’s ability to deliver a comprehensive portfolio of programs aligned with the Demand Side Management (DSM) strategy. The role ensures alignment, monitors progress, manages risks, and contributes to realizing energy savings and efficiency.
Key Responsibilities:
Build and maintain stakeholder trust to ensure alignment and support for DSM programs.
Lead and coordinate the Portfolio Management Office (PMO) functions to mitigate sector risks.
Support and monitor program lifecycle from initiation to completion, ensuring adherence to DSM strategy.
Manage integrated program schedules, track monthly progress, and identify/report gaps or issues.
Align DSM investments and savings with program outcomes and financial reports.
Collaborate with project teams and task force leads to ensure successful program delivery.
Apply and promote Program Lifecycle Standards and Centre of Excellence best practices.
Facilitate the allocation of responsibilities across stakeholders, ensuring clarity in risk, benefits, and communication management.
Support decision-making by evaluating program efficiency, identifying opportunities and risks, and proposing enhancements.
Report monthly to management and prepare governance reports for quarterly forums.
Analyze capacity and resources across the portfolio, addressing any gaps or shortages.
Skills & Competencies:
Strong knowledge of DSM strategy, policy frameworks, cost-saving mechanisms, and benefits realization.
Experience in policymaking and program evaluation in the energy sector.
In-depth understanding of Abu Dhabi’s energy sector, regional and global trends.
Familiarity with the Department of Energy and other key energy stakeholders.
Excellent decision-making, problem-solving, and analytical skills.
Strong communication, interpersonal, and stakeholder management skills.
High organizational capability with ability to manage multiple priorities.
Ability to lead, influence, and support cross-functional teams.
Flexible and adaptable to change in a dynamic environment.
This role is ideal for a proactive, strategic thinker with a passion for energy efficiency and a drive to shape the energy sector through effective stakeholder collaboration and high-impact program delivery.
#J-18808-LjbffrDirector Government Relations & Stakeholder Engagement - Building Automation
Posted 1 day ago
Job Viewed
Job Description
Director Government Relations & Stakeholder Engagement - Building Automation
Join to apply for the Director Government Relations & Stakeholder Engagement - Building Automation role at Honeywell
Director Government Relations & Stakeholder Engagement - Building Automation
Join to apply for the Director Government Relations & Stakeholder Engagement - Building Automation role at Honeywell
Job Description
The Purpose of the Role :
The Government Relations function at Honeywell is responsible for advising and advocating for legislative and regulatory policies that support Honeywell’s business objectives, providing sales support for major contract wins with government customers and state-owned enterprises and enabling relevant tax, grant and incentive benefits that lower costs.
Success within the Government Relations function is measured by priority Key Performance Indicators (KPIs) developed each year in coordination with our Strategic Business Units, High Growth Region leadership and Honeywell’s CEO. These KPIs are updated quarterly, and results are reported to Honeywell’s senior leadership.
The Director, GR will work with the Vice President General Manager of Building Automation business to help drive growth across the region. This role will report directly to the Senior Government Relations Director for Honeywell META.
Responsibilities
Key Responsibilities
- Create and implement the GR strategy for Building Automation in the region
- Build a network for Honeywell with governments in the region on key issues relevant to Honeywell.
- Provide the Building Automation with GR support across the region
- Drive engagement and advocacy with regulators on issues and strategies important to Honeywell.
- Partner with businesses to develop government relations strategies related to specific product initiatives and / or business imperatives.
- Serve as subject matter expert on policies and the impact on Honeywell and our products.
- Secure, prepare, manage business, function and senior executive meetings in META including strategic meetings with government officials that support business priorities.
- Educate META government officials on Honeywell, including our offerings, presence and desire to grow in the region; using relationships to drive policies, legislation, regulations and decisions toward favorable outcomes.
- Manage and participate relationships with consulting firms and associations.
- Develop and execute a strategic engagement plan for Honeywell GR, business and functional leaders in the META region to positively impact Honeywell’s business priorities.
- Review, develop and execute, with GR leadership, the recommended Key Performance Indicators (KPIs) for the Meta A region, on current business priorities.
- Advocate for adoption of government policies, including legislation and regulations, to drive sales for products and services and avoid costs.
- Develop relationships to drive business growth with government customers.
- Expand and enhance Building Automation profile in the META to enable growth for Honeywell’s products and services.
- Identify Gov’t funding and incentives programs relevant for BA and provide related programs to BA to support the business development
- Actively participate to influence the legislative process to educate regulators at META region on issues and strategies important to BA.
- Educate government officials on BA including HON offerings & initiatives
- Partner with the business to develop government relations strategies related to specific product initiatives and / or business imperatives.
- Serve as subject matter expert on legislation and the impact on the BA business and its products
- Work with a cross-functional team including attorneys, business leaders, customers, and other team members to develop creative solutions that incorporate government relations into business problem solving
- Manage and participate in relationships with industry associations.
Qualifications
You Must Have :
- Bachelor’s / Master’s degree with 12 – 15 years of experience in either a government relations role in a large multi-national company or with one or more government agencies.
- Expert knowledge of MEA governments, how they function, how to engage and influence.
- Must be proficient in Arabic and English. Other languages are a plus.
- Ability to synthesize complex information from multiple sources, identify and analyze the most relevant points for the specific audience and communicate effectively verbally or through written formats, including power point.
- Excellent internal stakeholder management : able to interact with a high level of credibility with all levels of leadership, including most senior executives within Honeywell, to influence, communicate, educate, and enlist support for critical objectives.
- Excellent external stakeholder management (senior public officials, members of congress). Need to be able to speak effectively and with credibility to all levels of government as a representative of Honeywell.
- Strategic thinker. Ability to take issues and develop an effective strategy that allows us to be successful on those opportunities and then develop plans to execute those strategies to achieve results.
- Demonstrable record of providing clients with advice that blends government relations experience, expert legislative knowledge, and an understanding of, and appreciation for, a client’s business objectives.
- Acts with urgency, able to prioritize decisions and make decisions quickly and mitigate risk where needed.
- Self-motivated, dedicated team player with a strong sense of ownership and accountability, interested in working to continuously improve the function.
- Highest Integrity, good judgment, and commitment to all laws.
- Able to lead an effective operating system and process to drive results and to measure effectiveness of the group’s outcomes and continually prioritize to ensure resources are being spent on the most important work.
- Strong intellectualcapacity and high personal standards of excellence.
- Personal presence, executive communication skills and credibility necessary to effectively interact with and influence enterprise management, as well as work with a diverse group of highly motivated professionals.
- Ability to set priorities, and the discipline to execute to those priorities, while also actively understanding organizational priorities to contribute or adjust as needed.
- Strong work ethic. Willing to do what it takes to get the right results in the time needed. Willing to go beyond.
We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform crucial job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Join us now and be part of a global team of thinkers, innovators, dreamers, and doers who make the things that make the future!
TheFutureIsWhatWeMakeIt
About Us
Honeywell helps organizations solve the world's most complex challenges in automation, the future of aviation and energy transition. As a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments – powered by our Honeywell Forge software – that help make the world smarter, safer and more sustainable.
Seniority level
Seniority level
Director
Employment type
Employment type
Full-time
Job function
Job function
Other
Appliances, Electrical, and Electronics Manufacturing
Referrals increase your chances of interviewing at Honeywell by 2x
Sign in to set job alerts for “Director of Government Relations” roles.
Assistant Manager - Government relations (UAE National)
Protocol Security Officer for Conrad Dubai (UAE Citizens Only)
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
J-18808-Ljbffr
#J-18808-LjbffrClient Relationship Management
Posted today
Job Viewed
Job Description
Company:
Description:The Client Relationship Management - Analyst will play a crucial role in enhancing client satisfaction and loyalty by providing exceptional support and analysis to our client relationship management team. This position involves collaborating with various internal departments to ensure that client needs are met effectively and efficiently. The ideal candidate will possess strong analytical skills excellent communication abilities and a proactive approach to problem-solving.
We will count on you to:
- Serve as a primary point of contact for clients addressing inquiries and resolving issues in a timely manner to ensure a positive client experience.
- Analyze client data and feedback to identify trends insights and opportunities for improvement in service delivery and client engagement.
- Prepare and present regular reports on client satisfaction metrics account performance and relationship health to management and stakeholders.
- Work closely with cross-functional teams including sales marketing and operations to align client needs with company offerings and initiatives.
- Maintain accurate records of client interactions feedback and action items in the CRM system to ensure continuity and accountability.
What you need to have:
- Bachelors degree in Business Administration Finance or a related field.
- 0-1 years of experience in client relationship management customer service or a similar analytical role.
- Strong analytical and problem-solving skills with the ability to interpret data and make data-driven decisions.
- Excellent verbal and written communication skills with a focus on building relationships and influencing stakeholders.
- Proficiency in Microsoft Office Suite (Excel PowerPoint Word).
- Ability to work independently and collaboratively in a fast-paced environment.
- Strong organizational skills and attention to detail.
What makes you stand out:
- A proactive approach to problem-solving and a willingness to learn and develop further.
- Strong interpersonal skills to effectively collaborate with team members and clients.
- A commitment to delivering high-quality work and supporting the overall success of the client relationship management team.
Required Experience:
IC
#J-18808-LjbffrClient Relationship Management - Analyst
Posted today
Job Viewed
Job Description
Company:
Description:
The Client Relationship Management - Analyst will play a crucial role in enhancing client satisfaction and loyalty by providing exceptional support and analysis to our client relationship management team. This position involves collaborating with various internal departments to ensure that client needs are met effectively and efficiently. The ideal candidate will possess strong analytical skills excellent communication abilities and a proactive approach to problem-solving.
We will count on you to:
- Serve as a primary point of contact for clients addressing inquiries and resolving issues in a timely manner to ensure a positive client experience.
- Analyze client data and feedback to identify trends insights and opportunities for improvement in service delivery and client engagement.
- Prepare and present regular reports on client satisfaction metrics account performance and relationship health to management and stakeholders.
- Work closely with cross-functional teams including sales marketing and operations to align client needs with company offerings and initiatives.
- Maintain accurate records of client interactions feedback and action items in the CRM system to ensure continuity and accountability.
What you need to have:
- Bachelors degree in Business Administration Finance or a related field.
- 0-1 years of experience in client relationship management customer service or a similar analytical role.
- Strong analytical and problem-solving skills with the ability to interpret data and make data-driven decisions.
- Excellent verbal and written communication skills with a focus on building relationships and influencing stakeholders.
- Proficiency in Microsoft Office Suite (Excel PowerPoint Word).
- Ability to work independently and collaboratively in a fast-paced environment.
- Strong organizational skills and attention to detail.
What makes you stand out:
- A proactive approach to problem-solving and a willingness to learn and develop further.
- Strong interpersonal skills to effectively collaborate with team members and clients.
- A commitment to delivering high-quality work and supporting the overall success of the client relationship management team.
Required Experience:
IC
#J-18808-LjbffrCustomer Relationship Management Expert
Posted today
Job Viewed
Job Description
Drive growth and customer satisfaction as a CRM Manager.
This key role is instrumental in developing and executing innovative CRM strategies to enhance revenue growth, customer engagement, and retention.
Key Responsibilities:- Develop data-driven insights to inform CRM strategy and measure success.
- Define and track key performance indicators for CRM performance, including repeat rate, RFM, LTV, customer happiness, and loyalty metrics.
Key Qualifications:
- Bachelor's degree in Marketing, Business Administration, or a related field.
- Proven experience in CRM strategy, customer engagement, and automation.
- Strong analytical skills with the ability to translate data into actionable insights.
- Excellent leadership and communication abilities, with a track record of managing and developing high-performing teams.
- Proficiency in CRM tools, preferably with hands-on experience in ESP or similar platforms.
- Creative aptitude with an understanding of design principles for customer-facing communications.
Experience:
- 5–6 years of experience in CRM, marketing automation, retention, or related roles.
- Preference for those that have worked within fast-paced retail businesses.
- Demonstrated success in implementing advanced CRM automations that improved customer repeat rate, LTV, and percent of business from existing customers.
- Experience in designing and managing impactful customer loyalty programs that improves the customer repeat rate.
- Proven ability to enhance customer metrics such as NPS and satisfaction scores.
- Seniority level Associate
- Employment type Full-time
- Job function Marketing
- Industries Retail Apparel and Fashion
Customer Relationship Management Expert
Posted today
Job Viewed
Job Description
We are seeking a skilled Customer Relationship Management (CRM) expert to join our team. In this role, you will be responsible for overseeing the CRM system, managing customer data, and optimizing customer interactions to enhance customer satisfaction and drive sales.
Key Responsibilities:- Oversee the CRM software, ensuring it is up-to-date and utilized effectively by the sales and marketing teams.
- Manage and maintain customer databases, ensuring accuracy, completeness, and data security.
- Track and manage leads generated through various sources, such as website inquiries, walk-ins, and phone calls.
- Provide training and support to staff on CRM usage, best practices, and data management protocols.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
As a CRM expert, you will have the opportunity to work with a dynamic team and contribute to the success of our organization. You will also have access to ongoing training and development opportunities to help you grow in your career.
Other Information:This is a full-time position, and the ideal candidate will have a strong background in CRM systems and customer relationship management. If you are a motivated and detail-oriented individual who is passionate about delivering excellent customer service, we encourage you to apply.
Lead, Supplier Relationship Management
Posted today
Job Viewed
Job Description
Job summary:
To build and maintain strong relationships with suppliers. Foster collaboration, resolve conflicts, and drive joint initiatives, contribute to the organization's success in achieving strategic objectives, enhancing operational efficiency, and fostering innovation through supplier partnerships.
General Responsibilities:
- Policy, Procedures, Process and Systems
- Ensure the compliance of organization's policy, systems, processes, procedures, and controls in line with group delegation of authority policy so that all relevant procedural/legislative requirements are fulfilled while delivering a quality, cost-effective service in a consistent manner.
- Reporting
- Ensure that all reports are completed timely and comply with the business policies and standards.
- Manage the preparation of periodical management reports and progress reports to keep the business senior management informed about the progress of various initiatives and to facilitate decision-making.
- Comply with organization's requirements in a timely manner.
Job Specific Responsibilities:
- Foster collaborative relationships with key suppliers, establishing open lines of communication and building trust.
- Proactively engage with suppliers to understand their needs, challenges, and strategic objectives, aligning them with the organization's goals.
- Act as the primary point of contact for supplier-related matters, ensuring timely and effective communication.
- Proactively identify and address conflicts or issues that arise in the supplier relationship, working towards timely and satisfactory resolutions.
- Facilitate constructive dialogue and negotiation between the organization and suppliers to find mutually beneficial solutions.
- Collaborate with cross-functional teams to address any operational or contractual issues that may impact the supplier relationship.
- Organize and facilitate supplier engagement activities, such as workshops, joint improvement initiatives, and innovation sessions.
- Encourage collaboration and knowledge sharing between the organization and suppliers to drive continuous improvement and innovation.
- Actively seek opportunities for joint projects and initiatives that enhance operational efficiency, quality, and innovation.
- Lead and initiate regular joint business reviews with suppliers, sharing performance data and insights.
- Assess suppliers' capabilities and identify opportunities for skill and capacity development.
- Facilitate training programs and resource sharing initiatives to enhance suppliers' capabilities and performance.
HSE, Security, and Risk Protocols:
The Employee shall adhere to all the HSE, Security and Risk Management Rules & Procedures communicated by the company, including:
- Taking reasonable care of their own health, safety, and security.
- Taking reasonable care of the health, safety and security of persons that may be affected by their acts or omissions at work.
- Co-operate with their employer with respect to any instruction and/or actions taken by the employer to protect the employee and/ or comply with HSE and security requirements.
- Report to their immediate line manager any situation which they have reason to believe could present a risk, hazard, or issue to an individual or the company and which they cannot correct themselves.
- Report all HSE and security incidents and work-related injuries.
- Not intentionally or recklessly interfere with or misuse anything provided at the workplace that supports the interest of HSE, security and welfare.
Essential Requirements
- Bachelor's degree in Supply Chain Management, Business Administration or equivalent
- 6 years of relevant working experience
Desired Requirements
- Master's degree in Supply Chain Management, Business Administration or equivalent
Be The First To Know
About the latest Stakeholder engagement Jobs in United Arab Emirates !
Fund Setup and Relationship Management
Posted today
Job Viewed
Job Description
The role is responsible for supporting clients that aim for setting up and supporting a regulated license under DFSA and FSRA regulatory framework such as Category 3A, 3B, 3C and Category 4 obtaining Category 3C or Category 4 license while providing excellence in fund services client relationship management and nurturing client relationships within our Fund Services business line. The role holder shall primarily interface between external parties (regulator, fund sponsors, fund managers, auditors, bankers, brokers, legal counsels, etc.) to understand their requirements and internal parties to ensure compliance, ensuring all the deliverables are accurate, on time and of high quality.
PRIMARY DUTIES AND RESPONSIBILITIESFUND FORMATION
- Assist with the initial engagement and pre-application process with the DIFC and DFSA and FSRA for Category 3A, 3B, 3C and Category 4 license applications on behalf of clients.
- Draft and/or support the preparation of the Regulatory Business Plan (RBP) and facilitate its submission to the DFSA/FSRA for preliminary feedback.
- Completion of all required DFSA/FSRA application forms, including AUT-CORE, AUT-IND, and AUTAMS, as applicable.
- Compiling and preparation of the complete application packages for Category 3A, 3B, 3C and Category 4 license applications.
- Submission of or provide support in filing the final application package, inclusive of the RBP and all supporting documentation, to the DFSA/FSRA.
- Be the primary point of contact between client and the Regulator and provide ongoing support and coordinate responses to DFSA/FSRA queries, as well as assist in scheduling and preparation for DFSA/FSRA interviews.
- Coordination on the company incorporation process with the DIFC/ADGM, including assistance in securing physical office premises and ensuring full compliance with all incorporation requirements.
- Facilitating the process for opening a corporate bank account.
- Submission of the necessary documentation to the DFSA/FSRA to demonstrate fulfillment of all in-principle approval (IPA) conditions, including incorporation records, lease agreements, and bank statements.
RELATIONSHIP MANAGEMENT
- Serve as the primary point of contact for a portfolio of fund services clients, building and maintaining strong, long-term relationships.
- Conduct regular contact moments with clients to understand their fund services needs, regulatory requirements, and reporting preferences.
- Ensure clients are informed about the full range of fund services available and provide expert guidance on best practices.
- Interpret the data and answer queries that might arise from the Fund Manager or investors regarding the financial statements of a fund and in particular its portfolio investments, fee calculations and NAV per share.
- Attend client meetings and provide technical support to the sales team.
SERVICE DELIVERY AND QUALITY ASSURANCE
- Collaborate with internal fund services teams to ensure the accurate and timely delivery of services to clients.
- Service existing funds and fund managers to ensure timely and excellent delivery of services as agreed with each manager.
- Review NAV packs and ensure they are error-free before being sent to the fund manager and investors.
- Communicate regularly and effectively with the Fund Services Delivery Centers who are responsible for all fund services.
- Constantly monitor shareholder services to ensure up-to-date processing of subscriptions and redemptions, with timely completion of KYC/AML checks.
TIME RECORDING:
- Accurately record chargeable time and value of service using Maconomy, ensure effective monitoring of transactions, handle pricing, invoicing and collection of outstanding fees for the portfolio of clients.
- Monitor own productivity and chargeability on a weekly basis and review productivity and performance against targets to ensure that individual financial targets and client communication KPIs are met.
- Follow a disciplined approach to submitting timesheets for client work and meet the weekly and monthly time/chargeability targets.
OTHER DUTIES
- Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management. Act as funds’ director, compliance officer and/or company secretary, as necessary.
- Undertake such other duties, related to the position, as may from time to time be agreed with Management.
- Relevant Bachelor’s degree in Legal or Business Administration. CFA / CAIA qualified or part qualified (preferred but not a must).
- At least 4-6 years’ work experience in setup support for Regulated license in DIFC/ADGM category 3C and/or 4 license applications, a good understanding of the daily operations of fund service provider including governance, compliance, NAV calculation and transfer agency function.
- Deep understanding, technical knowledge, regulatory expertise, Licensing process, compliance requirements, basic risk management and governance experience.
- Should have basic financial and business acumen and have some experience in preparing business plans and financial modelling.
- Experience communicating with the regulators frequently on license application, Category 3C and 4 formation and setup, fund services, strong interpersonal skills, and the ability to provide tailored solutions to meet clients’ fund service needs.
- Knowledge of regional fund types and asset classes.
- Good understanding of local market Fund regulations. Knowledge of PFX Paxus would be an advantage.
- Excellent organizational, interpersonal and communication skills, preferable in regional languages.
- Exceptional client-facing skills. Well-developed spoken and written communication skills and the ability to tailor style to relevant audiences, and successfully liaise with people at different levels. Excellent English language fluency; additional languages preferred.
- Strong analytical and problem-solving skills, solution-driven, highly organized and detail-oriented with good decision-making and time management skills. Independent, hands-on and takes accountability to deliver solutions and results.
- Ability to adapt and work in a smaller, dynamic local team environment with tight deadlines; along with being part of a bigger matrix organization. Proven team player skills, with ambition to excel in the role and grow into fund organization and structuring.
Assistant Relationship Management - Rent Now Pay later -RNPL-
Posted today
Job Viewed
Job Description
About Keyper: At Keyper, we empower property managers with advanced technology to efficiently manage and enhance their property portfolios. Our comprehensive services facilitate everything from real-time performance monitoring to seamless digital transactions, all designed to optimize property management. Learn more at Keyper .
Job Title: Assistant Relationship Manager - RNPL
Key Responsibilities:
- Respond to customer inquiries on the support channel.
- Assist, educate and onboard customers seamlessly onto the RNPL platform.
- Follow the given process of onboarding tenants onto CRM and liaise with the admin team to ensure necessary documentation is in place.
- Address and resolve tenant and landlord inquiries and concerns in a timely and professional manner.
- Support tenant’s move-in and move-out processes to ensure smooth transitions.
- Assist in the negotiation and execution of lease agreements with tenants and landlords.
Desired Skills:
- Effective communication and relationship management skills.
- Ability to analyze data and prepare reports.
- Proficiency in using digital tools and platforms for property management.
- Strong customer service orientation with a focus on tenant and landlord satisfaction.
Qualifications:
- Bachelor’s degree in business administration, Real Estate, or a related field.
- Experience in customer service or administrative roles within the real estate or property management industry.
- Strong organizational and multitasking skills.
- Proficiency in using property management software and CRM systems.
- Excellent communication and interpersonal skills.
- Attention to detail and strong problem-solving skills.
- Ability to work collaboratively with cross-functional teams.
- Proficiency in Arabic and English.
Relationship Manager - Wealth Management
Posted today
Job Viewed
Job Description
Company Description
Emirates Investment Bank PJSC (EIBank) is an independent onshore private bank based in Dubai, United Arab Emirates, offering a wide range of banking and investment services to a select group of clients, supporting them through every stage of their wealth journey.
Established in 1976 by prominent UAE business families, EIBank offers bespoke solutions across the full range of wealth management services, from asset management and access to global markets to advisory services.
EIBank is a relationship driven bank, focused on building long-term partnerships. Our flexible and consultative approach enables us to offer customized products and solutions through innovative advice and services.
EIBank is listed on the Dubai Financial Market since 2005 and its shareholder base is composed of highly respected UAE business families and private investors from the local community.
Job Purpose
- The role is a key enabler in the acquisition of high-net-worth clients to support the Bank’s business strategies.
- The role is required to acquire/ transfer HNW clients’ portfolios to Emirates Investment Bank to generate fee income and Assets Under Management (AUM).
- The role must work closely with team leaders, Head of Business Development and Investment Advisors to ensure client product suitability is maintained as per the internal policies.
Key Accountabilities
Client Acquisition and Revenue:
- To source new qualified clients for Wealth Management business based on the business plan submitted at the time of on-boarding.
- To ensure generation of net fee income through the sale of Investment products and to generate the required Assets under Management (AUM).
- To maintain regular contact with the client including regular face-to-face meetings and maintain call reports of all client activities.
- To profile the clients’ risk and return aspirations and work with Investment Advisors to maintain client risk profile suitability at all times.
- To increase assets under management of existing clients and develop the relationship.
- To provide and maintain, on an ongoing basis, a monthly report, figures, forecasting and any other records which may be required by the Team Leader to keep up-to-date records of sales & performance.
- To do account planning with Team Leader and Head of Distribution and Investment Advisors to understand the needs of the client and provide appropriate financial solutions to the client.
- To ensure consistent service delivery is maintained at all touch points for clients.
- To continuously provide feedback on competitive activities to the Product and Business team to track market developments.
- To attend regular product trainings and to be updated with the financial market developments.
- To safeguard the Bank’s reputation by ensuring ethical and professional behavior is maintained at all times.
- To maintain superior client service levels by pro-actively meeting the clients on regular basis and pre-empting any possible client complaints and concerns.
Client Portfolio Management:
- To maintain and enhance new and existing relationships with key and prospective clients to ensure business continuity and growth.
- To provide regular updates to the Head of Business Development/ Wealth Management on performance of the portfolio accounts and on key market updates which may impact client attrition.
- To analyse the client’s financial standing to assess the credit risk for the client and ensure that the credit quality of the portfolio is not compromised.
- To recommend/reject or approve credit facilities, within prescribed limits, after a comprehensive analysis of the client’s net worth and proposed financial standing.
- To ensure provision of high quality and timely service to clients.
Internal Collaboration:
- To monitor service level agreements and manage the coordination with other departments to meet client service expectations.
- To engage with key stakeholders including on-boarding team, credit, operations, technology, and treasury to deliver a timely and effective level of client experience.
Regulatory and Compliance:
- To ensure that the client being on-boarded is of good reputation and financial standing and will maintain proper financial and KYC documentation at all times.
- To ensure customer documentation is complete and in line with the Bank’s requirements.
- To help service coordinators in resolving documentation and other client-related discrepancies.
- To adhere to a robust control framework, ensuring communications with clients meet internal control standards and external regulatory requirements.
- To ensure clients’ KYC and risk profile are reviewed regularly as per compliance policy, and is updated with any new changes in clients’ financial status.
- To ensure risk assessment of the client portfolio is maintained by personally reviewing all proposals, identifying, and assessing all risk inherent in credit exposures.
- To ensure all compliance/ credit and AML queries are answered within 48 hours.
- To ensure all internal and external trainings are attended and CPD hours are completed.
Qualification & Experience
- Overall, 10-15years of experience in Banking and minimum 5-10 years of experience in Wealth Management/ Private Banking/ Asset Management.
- Command on English language. Additional language required.
- Proficient in MS Office.
- CISI qualification
#J-18808-Ljbffr