Qureos Mentor

National Bank of Oman

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 Core Responsibilities
 
 
 
 
 Client Relationship &amp; Account Management
 
 
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 Act as primary point of contact for assigned wealth clients, ensuring high standards of service and responsiveness.
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 Manage all account-related operations, including onboarding, KYC updates, documentation, and transactional coordination.
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 Understand client profiles, preferences, and financial needs to match them with suitable existing investment desk offerings without making direct advisory calls.
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 Responsibility about being up to date with the market and have experience in determining the right opportunities.
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 Service Coordination &amp; Execution
 
 
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 Coordinate with internal investment product specialists, legal, compliance, and operations to deliver client requests efficiently.
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 Ensure smooth execution of trades, product subscriptions, redemptions, account openings, and reporting&mdash;without advisory discretion.
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 Client Experience &amp; Retention
 
 
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 Provide ongoing relationship management, conduct regular engagement calls/meetings to maintain client satisfaction.
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 Identify opportunities for up-selling and cross-selling approved products, referring leads to licensed advisory teams.
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 Support client events, portfolio review meetings (as an observer/coordinator), and ensure premium client experience.
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 Compliance &amp; Risk Control
 
 
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 Ensure strict adherence to non-advisory regulatory frameworks, ensuring no personal recommendation or suitability call is made.
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 Maintain accurate records of interactions, ensuring compliance with KYC, AML, FATCA, CRS, and internal governance.
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 Escalate client requests to appropriate licensed advisors or product teams where advisory input is required.
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 Academic &amp; Key Skills
 
 
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 Graduate with a degree in Banking, Finance or a related subject.
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 CFA or CISI qualification would be an added advantage.
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 Experience in private banking, wealth management service desk, or high-net-worth client relationship roles.
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 Strong relationship management skills with ability to handle elite clientele professionally.
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 Excellent coordination and process management, with sharp attention to documentation accuracy.
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 Understanding of banking products, investment desk structure, and internal process flow, but operating under a non-advisory mandate.
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 Strong communication, confidentiality, and client-handling etiquette.
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 Minimum of 5 years&rsquo; experience
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 Success Indicators
 
 
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 High client satisfaction scores
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 Strong client retention and engagement metrics
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 Efficient coordination with internal advisory desks and product teams
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 Zero compliance breaches related to advisory boundaries or documentation
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Wealth Advisor

Join National Bank of Oman and explore 1   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.

National Bank of Oman

About Company

Wealth Advisor