Qureos Mentor

ahlibank

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 SUMMARY OF ROLE
 
 
 
 
 The purpose of this role is to develop the Wealth Management business by increasing wealth penetration within the existing portfolio, propose new tie up with investment vendors that will result in increasing generated fee income, marketing vendors, increase AUM, and enhancing the overall quality of service &amp; performance of the business.
 
 
 
 
 KEY RESPONSIBILITIES
 
 
 
 
 
 Contribute to Wealth Management Strategy:
 
 
 
 
 Assist in developing and executing the Wealth Management strategy for ABO clients by analyzing client needs, market trends, and investment opportunities to align with the Bank&rsquo;s objectives.
 
 
 
 
 Support Product &amp; Investment Offerings:
 
 
 
 
 Assist in the introduction and promotion of new Wealth Management products, services, and investment instruments tailored to ABO clients&rsquo; financial goals and risk appetite.
 
 
 
 
 Portfolio Growth &amp; Revenue Generation:
 
 
 
 
 Drive wealth penetration within the existing client portfolio by identifying cross-selling and up-selling opportunities, with the objective of increasing Assets Under Management (AUM) and generating sustainable fee income.
 
 
 
 
 Market &amp; Client Relationship Building:
 
 
 
 
 Develop and strengthen long-term relationships with high-net-worth clients and key market stakeholders to enhance the Bank&rsquo;s positioning and capture new business opportunities.
 
 
 
 
 Disciplined Sales Execution:
 
 
 
 
 Apply a structured and disciplined sales process, including prospecting, needs analysis, solution presentation, and closing, while ensuring follow-up to maximize client satisfaction and business results.
 
 
 
 
 High-Quality Client Service:
 
 
 
 
 Deliver exceptional client experiences by providing personalized advice, proactive communication, and timely resolution of client queries and requests.
 
 
 
 
 In-Depth Product Knowledge:
 
 
 
 
 Demonstrate strong knowledge of Wealth Management products, global markets, and financial instruments, enabling the provision of sound investment recommendations and financial planning advice.
 
 
 
 
 Compliance &amp; Risk Management:
 
 
 
 
 Ensure strict adherence to compliance standards, regulatory requirements, and internal risk management policies in all client interactions and transactions.
 
 
 
 
 Sales &amp; Performance Reporting:
 
 
 
 
 Maintain accurate and timely documentation of client meetings, sales calls, and business development activities to support performance tracking and management reporting.
 
 
 
 
 Requirements
 
 
 
 
 
 <ul>
 <li>
 A Bachelor&rsquo;s degree in Finance, Economics, Business, or a related field is required.
 
 </li>
 <li>
 Minimum 5 years&rsquo; experience in Wealth Management
 
 </li>
 <li>
 Experience in selling insurance products is an added advantage
 
 </li>
 <li>
 Catering to HNWI
 
 </li>
 <li>
 Deep knowledge in various asset classes (Mutual funds/Fixed Income/ETF/etc)
 
 </li>
 </ul>
 
 
</div>

Wealth Advisor

<div>
 
 SUMMARY OF ROLE:
 
 
 The Premium Relationship Manager is responsible for managing a portfolio of high-net-worth clients within the retail banking sector. This role involves acquiring new clients, growing and maintaining existing relationships, and meeting targets related to revenue and Asset Under Management (AUM). The Premium Relationship Manager will deliver tailored financial solutions to clients, ensuring an exceptional level of customer service while adhering to regulatory compliance and risk management standards.
 
 
 
 KEY RESPONSIBILITIES:
 
 
 
 
 Client Acquisition and Relationship Development:
 
 
 &bull; Actively source and acquire new premium clients through personal networks, referrals, and targeted business development initiatives.
 
 &bull; Build and maintain long-term, trusted relationships with high-net-worth clients, offering personalized banking and financial solutions.
 
 &bull; Regularly meet with clients to assess their financial needs, review portfolios, and ensure their objectives are met in line with the bank&rsquo;s products and services.
 
 &bull; Develop bespoke financial plans and provide guidance on investments, loans, and other banking products to enhance client portfolios.
 
 
 
 Sales and Business Development:
 
 
 &bull; Utilize a structured sales process to identify new opportunities and cross-sell a wide range of retail banking products, including deposits, investments, loans, and insurance.
 
 &bull; Meet or exceed revenue and AUM targets by expanding the client base and increasing penetration within existing relationships.
 
 &bull; Establish and maintain a robust pipeline of potential clients, ensuring consistent lead generation and follow-up.
 
 &bull; Drive revenue growth by introducing new products and services to clients that align with their financial goals.
 
 
 
 Client Service Excellence:
 
 
 &bull; Deliver high-quality customer service to clients, promptly addressing inquiries and providing expert advice on their banking needs.
 
 &bull; Ensure that client needs are met with proactive communication and by delivering relevant and timely updates on product offerings, market trends, and financial solutions.
 
 &bull; Organize regular portfolio reviews with clients to assess financial progress, suggest adjustments, and foster long-term relationships.
 
 
 
 Compliance and Risk Management:
 
 
 &bull; Ensure adherence to all relevant regulatory requirements, including KYC (Know Your Customer), AML (Anti-Money Laundering), and other compliance standards.
 
 &bull; Anticipate and mitigate risks related to client portfolios, ensuring they are aligned with the client&rsquo;s risk profile and objectives.
 
 &bull; Work closely with compliance teams to ensure all banking activities comply with internal and external regulations.
 
 &bull; Maintain full documentation of client interactions, transactions, and financial advice given in accordance with regulatory standards.
 
 
 
 Product Expertise and Market Knowledge:
 
 
 &bull; Stay well-informed about a broad range of retail banking products, services, and investment solutions to offer tailored, relevant recommendations to clients.
 
 &bull; Continuously monitor financial markets, economic trends, and industry news to provide insightful advice to clients.
 
 &bull; Work with clients to craft financial strategies that include a mix of services, such as deposits, loans, investments, and insurance.
 
 &bull; Educate clients about the products and services available to them, ensuring they fully understand their options.
 
 
 
 Market Research and Continuing Education:
 
 
 &bull; Conduct in-depth market research to stay abreast of industry trends, regulatory changes, and new investment products that can benefit clients.
 
 &bull; Continuously update knowledge of financial planning best practices, tax laws, investment products, and regulatory requirements to provide informed advice.
 
 &bull; Attend industry conferences, workshops, and training sessions to enhance professional knowledge and maintain certifications, as required.
 
 
 
 Sales Reporting and Performance Monitoring:
 
 
 &bull; Accurately report sales activities, client meetings, and pipeline forecasts to track progress against set targets.
 
 &bull; Maintain up-to-date records of client interactions, sales outcomes, and next steps to ensure transparency and follow-up.
 
 &bull; Analyze sales performance to identify opportunities for improvement, and adjust strategies to ensure achievement of targets.
 
 
 
 
 Requirements
 
 
 &bull; Omani nationals only
 
 &bull; Bachelor&rsquo;s degree in Finance, Economics, or a related field.
 
 &bull; 5 years of experience in retail banking, wealth management, or financial advisory roles, particularly within a premium banking context.
 
 
 
 
</div>

Relationship Manager - Premium Banking ahli islamic - Sohar

<div>
 
 
 SUMMARY OF ROLE
 
 
 The Manager of Investment Back Office is responsible for overseeing all post-trade operational activities related to investment transactions.
 
 This role ensures accurate &amp; timely transaction settlement, reconciliation, custody, and reporting
 
 of investment portfolios across products and asset classes, while maintaining compliance with regulatory and internal control requirements. The manager leads the back-office team, streamlines processes, implements automation where possible, and partners with the front office, Risk, Finance, Compliance, and external agents and partners, such as but not limited to CMA, MSX, MCD, Banks, custodians to ensure efficient, error-free, and timely investment operations.
 
 
 The role has accountability for the
 
 quality of service delivery
 
 , implementing measurement frameworks and KPIs to monitor service levels, operational accuracy, and client satisfaction (internal and external).
 
 
 
 Responsibilities
 
 
 
 Investment Backoffice Operations &amp; Supervision:
 
 
 &bull; Oversight of trade capture, confirmation, settlement, and lifecycle management for securities, derivatives, and other investment instruments.
 
 &bull; Ensuring Process Daily Sell and Buy Foreign Markets trades &amp; Local Market and settlement accurate and on timely manner.
 
 &bull; Processing and control over brokerage account opening process, assuring speed, quality &amp; compliance
 
 &bull; Distributes work/transactions based on volume and complexity to the best-fit team members.
 
 &bull; Monitor and authorize investment transactions, ensuring correctness in financial, technical, and regulatory aspects.
 
 &bull; Oversee payment message processing related to investment products/settlements.
 
 
 
 Compliance, Risk Management, Reconciliation and Balancing:
 
 
 &bull; Ensure sanctions and compliance screening is conducted as per bank policies.
 
 &bull; Maintain robust internal controls to mitigate risks in investment transactions processing.
 
 &bull; Ensure reconciliation of transactions with general ledger (daily, weekly, monthly).
 
 &bull; Conduct periodic risk assessment for all investment-product transaction processes and implement necessary control measures.
 
 &bull; Ensure financial entries, system-generated output validation, and data postings are accurately recorded.
 
 &bull; Ensure correct calculation and recovery of commissions and charges in alignment with the bank&rsquo;s tariff structure.
 
 &bull; Monitor Nostro reconciliations in collaboration with the Finance department.
 
 
 
 Valuations &amp; Reporting:
 
 
 &bull; Ensuring accuracy of pricing, NAV calculations, investment accounting entries, and management/regulatory reporting
 
 &bull; Preparing and publishing Quarterly &amp; Annual Financial statement on time.
 
 &bull; Board Secretary of Ahli Global Equity fund
 
 
 
 Custody &amp; Collateral
 
 
 &bull; Custodian Oversight: managing relationships with custodians, clearing agents, and collateral counterparties.
 
 &bull; Safekeeping of Assets: ensuring proper custody and record-keeping of securities and other investment instruments.
 
 &bull; Corporate Actions Processing &ndash; overseeing capture, validation, and execution of corporate actions (dividends, rights issues, mergers, splits, etc.) and ensuring accurate posting in portfolios.
 
 &bull; Income Collection &ndash; monitoring and reconciling dividend/interest/coupon income, ensuring timely collection and accounting.
 
 
 
 Process Improvement &amp; Documentation:
 
 
 &bull; Regularly review and update process manuals and Standard Operating Procedures (SOPs) to align with new implementations.
 
 &bull; Identify process gaps, recommend improvements, and ensure continuous enhancement of Investment Backoffice operations and overall service model
 
 &bull; Ensure effective escalation of operational risks and concerns to senior management
 
 
 
 Product Expertise, Customer Service &amp; Stakeholder Management:
 
 
 &bull; Contributes to the design and implementation of new investment products, aligned with the Bank&rsquo;s product strategy and evolving client needs
 
 &bull; Ensure high-quality customer service by responding to inquiries in a timely manner.
 
 &bull; Work closely with sales/front office team, branches, and other stakeholders to resolve client concerns.
 
 &bull; Ensure that customer requests and transactions are processed within agreed SLAs.
 
 
 
 Service Quality, Reporting &amp; MIS
 
 
 &bull; Establishing and monitoring service standards, metrics related to transaction trends and productivity trends, and KPIs to ensure operational excellence and continuous improvement.
 
 &bull; Provide necessary reports to senior management, regulators, and internal stakeholders as required.
 
 &bull; Is responsible for building and improving performance management framework for i) productivity/capacity measurement; ii) quality of service measurement; iii) Investment Operations team maturity/skill measurement.
 
 
 
 
 Requirements
 
 
 &bull; Bachelor&rsquo;s degree in Banking and/or Economics and/or Finance and/or Business Administration.
 
 
 &bull; CFA, Capital Markets Back-Office Certification (CAMBOC) is added advantage.
 
 
 &bull; Minimum 7 years of banking experience with minimum of 5 Years in Investment-product-related Managerial experience.
 
 
 
 
</div>

Manager Investment Back Office

Join ahlibank and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

ahlibank

ABOUT_COMPANY

Wealth Advisor

Relationship Manager - Premium Banking ahli islamic - Sohar

Manager Investment Back Office