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:
 
 
 &bull; 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:
 
 &bull; 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:
 
 
 &bull; 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:
 
 &bull; 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:
 
 
 &bull; 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:
 
 &bull; Deliver exceptional client experiences by providing personalized advice, proactive communication, and timely resolution of client queries and requests.
 
 
 
 In-Depth Product Knowledge:
 
 
 &bull; 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:
 
 &bull; Ensure strict adherence to compliance standards, regulatory requirements, and internal risk management policies in all client interactions and transactions.
 
 
 
 Sales &amp; Performance Reporting:
 
 
 &bull; Maintain accurate and timely documentation of client meetings, sales calls, and business development activities to support performance tracking and management reporting.
 
 
 
 Requirements
 
 
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 A Bachelor&rsquo;s degree in Finance, Economics, Business, or a related field is required.
 
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 Minimum 5 years&rsquo; experience in Wealth Management
 
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 Experience in selling insurance products is an added advantage
 
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 Catering to HNWI
 
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 Deep knowledge in various asset classes (Mutual funds/Fixed Income/ETF/etc)
 
 
 
 
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 </ul>
</div>

Wealth Advisor

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 SUMMARY OF ROLE:
 
 
 The Sales Officer provides Ahli Bank customers with a broad range of financial services that exceed expectations by ensuring each interaction is handled with competence, efficiency, and professionalism. Services are delivered promptly and accurately, resolving any issues seamlessly to create a hassle-free experience. This approach enhances customer satisfaction, fosters long-term relationships, and reinforces Ahli Bank&rsquo;s commitment to exceptional service and care.
 
 
 
 KEY RESPONSIBILITIES:
 
 
 
 Achieve Individual Sales and Branch Targets
 
 
 Consistently meet or exceed individual monthly sales targets (90%) and contribute to the branch&rsquo;s overall sales performance by supporting the team in achieving collective goals (10%).
 
 
 
 Team Collaboration and Staff Support
 
 
 Actively contribute as a team player to achieve branch goals based on key performance indicators. Provide guidance and coaching to new staff, helping them assimilate quickly into the bank.
 
 
 
 Customer Acquisition and Business Development
 
 
 Contact potential customers daily, both through in-branch and outside sales calls, identifying new business opportunities. Maintain detailed reports on closed deals and customer interactions.
 
 
 
 Market Awareness and Competitive Analysis
 
 
 Continuously observe the competition and maintain up-to-date knowledge of the local market position to inform strategic decisions and adjust sales approaches accordingly.
 
 
 
 Process Adherence and Audit Compliance
 
 
 Strictly adhere to branch processes and promptly report any deviations to the Senior Personal Banker, ensuring compliance with policies and contributing to a favorable branch audit rating.
 
 
 
 Service Improvement and Feedback
 
 
 Provide constructive feedback on products, services, and processes to help reduce cycle times, lower costs, and enhance overall customer satisfaction.
 
 
 
 Customer Retention and Complaint Resolution
 
 
 Work to minimize customer attrition and maximize the bank's customer base by improving service levels and resolving complex customer complaints through coordination with other team members.
 
 
 
 Diverse Customer Handling
 
 
 Provide high-quality service to customers from diverse demographics, handling inquiries and issues without bias regarding nationality, income, or race.
 
 
 
 Sales Reporting and Goal Tracking
 
 
 Attend weekly sales meetings with the branch manager to discuss progress and strategies, report on target achievements, and participate in follow-up meetings to ensure consistent performance improvement.
 
 
 
 
 Requirements
 
 
 <ul>
 <li>
 Omani nationals only
 
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 <li>
 5 years of relevant experience in the banking sector.
 
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 <li>
 Bachelor's degree or Diploma in Finance, Accounting, Business or related fields.
 
 
 
 
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 </ul>
</div>

Sales Officer - Muscat - Ahli Islamic

<div>
 
 SUMMARY OF ROLE:
 
 
 The Manager &ndash; Corporate &amp; Companies Law leads operational legal work, ensuring corporate law compliance, mitigating risks, and providing strategic insights into corporate governance. The role involves advisory decision-making on legal strategies, corporate transactions, and regulatory compliance while ensuring the bank&rsquo;s legal standing remains robust and risk-mitigated
 
 
 
 KEY RESPONSIBILITIES:
 
 
 
 Mergers and Acquisitions (M&amp;A):
 
 
 &bull; Leads due diligence processes and reviews corporate transaction documents.
 
 &bull; Provides legal oversight for M&amp;A transactions, including deal structuring and negotiations.
 
 &bull; Supports corporate deals by ensuring regulatory approvals and compliance with Omani law.
 
 
 
 Real Estate and Property Law:
 
 
 &bull; Handle legal aspects of real estate transactions, including acquisitions, leases, and property management.
 
 &bull; Oversee legal processes related to foreclosures and repossessions, ensuring compliance with applicable laws.
 
 
 
 Corporate Transactions and Financing:
 
 
 &bull; Draft/ review / vet / modify contracts, agreements, letters and other documentation within the Bank and assessment of legal implications for the same.
 
 &bull; Provide and interpret legal information and reply to legal queries.
 
 &bull; Review and/or modify draft documentation for general banking business transactions.
 
 &bull; Prepare and authenticate standardized legal documentation and/or legal documents as per requirements of the Bank, where applicable.
 
 &bull; Ensure compliance with Omani securities laws in capital-raising activities, collaborating with internal teams.
 
 
 
 Litigation Management
 
 
 &bull; Regularly review ongoing litigation and provide management with case updates and recommendations.
 
 &bull; Work closely with Collections and Remedial Departments to align recovery efforts with legal strategies.
 
 &bull; Provide legal advisory services to branches, departments, and management as needed.
 
 &bull; Manages ongoing legal cases and collaborates with external counsel to ensure litigation compliance.
 
 &bull; Take the lead in setting litigation strategies for the company and directly oversees dispute resolution processes to ensure optimal outcomes
 
 
 
 Regulatory Compliance:
 
 
 &bull; Ensure compliance with legal and regulatory requirements from the Central Bank of Oman.
 
 &bull; Assist in ensuring adherence to Shariah laws and principles for Islamic banking matters.
 
 &bull; Monitor changes in banking laws and ensure necessary reporting to regulatory authorities.
 
 &bull; Directly ensures compliance with corporate laws and regulations, and actively contributes to regulatory reporting.
 
 &bull; Work closely with leadership to shape corporate governance policies and engage with regulatory bodies on key matters
 
 
 
 Litigation and Dispute Resolution:
 
 
 &bull; Manage legal disputes involving the bank, liaising with external counsel where necessary.
 
 &bull; Support arbitration, mediation, and settlement negotiations to resolve disputes efficiently.
 
 &bull; Draft and review legal documents such as demand letters, complaints, and motions.
 
 &bull; Represent the bank in court proceedings, negotiations, and mediations when required.
 
 
 
 Risk Management and Compliance:
 
 
 &bull; Identify and assess legal risks associated with banking operations and transactions.
 
 &bull; Development and implementation of compliance programs to mitigate risks.
 
 &bull; Provide training to employees on legal and compliance matters as directed
 
 
 
 Anti-Money Laundering (AML) and Counter-Terrorism Financing (CTF):
 
 
 &bull; Support compliance with AML and CTF regulations, ensuring alignment with CBO requirements.
 
 &bull; Assist in fraud prevention initiatives by providing legal insight on financial crime risks.
 
 
 
 Team Collaboration and Support:
 
 
 &bull; Support the legal team in managing casework and legal advisory services.
 
 &bull; Provide guidance to junior legal professionals in their tasks and responsibilities.
 
 &bull; Foster teamwork and collaboration within the legal department.
 
 
 
 Administrative Responsibilities:
 
 
 &bull; Prepare and maintain legal case statistics and litigation reports for internal stakeholders.
 
 &bull; Review legal invoices and ensure compliance with budgetary controls.
 
 &bull; Handle annual law firm performance reviews as per the legal procedure manual.
 
 &bull; Support general administrative and legal work as assigned by senior legal management.
 
 
 
 Stakeholder Engagement:
 
 
 &bull; Engages with internal departments, senior business units, and external legal advisors to address complex legal issues.
 
 &bull; Represents the company in interactions with high-level stakeholders, including regulators and business executives, ensuring seamless integration of legal strategy with corporate goals.
 
 
 
 Requirements
 
 
 &bull; Omani nationals only
 
 &bull; University degree in Law / MBA is preferred
 
 &bull; Minimum 5 years of relevant experience
 
 
 
</div>

Manager - Corporate & Companies Law

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

Sales Officer - Muscat - Ahli Islamic

Manager - Corporate & Companies Law