Private Banking Program Manager
Posted on :
08-03-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2603394
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About the job
Key Roles and Responsibilities:
- Develop the PB segment in terms of eligibility criteria, account flagging and program differentiation in line with CB’s strategy and business objectives.
- Responsible to develop the Banking and non-banking benefits associated with PB segmentation.
- Analyze market trends, competitive landscape, and opportunities to acquire, manage, and retain customer relationships.
- Monitor and analyze the performance of the segment in terms of NTB customers, account balances, product usage, cross sell ratio and profitability.
- Conduct regular upgrades of eligible lower tiered clients to PB segment, and downgrades of PB clients no longer satisfying PB criteria.
- Responsible for all PB marketing activities (including advertise and media campaigns) and budget in accordance with guidelines.
- Call the branches regularly to ensure that program’s visibility and service quality is up to standards and in accordance with the distributed sales staff manual.
- Compliance & adherence to all internal standards, guidelines and regulatory compliance.
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Education:
- BA degree is required.
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Experience:
- 8+ years of experience.
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Competences:
- Fluent in English and Arabic.
- Outstanding project leadership and management skills.
- Good knowledge of financial markets, investment instrument, and investment management.
- Sound understanding of market dynamics.
- Ability to deliver consistent results with minimal supervision.
- Ability to build strong relationships with internal clients.
- Attention to detail and quality.
- Strong MS Excel and PowerPoint skills.
- Excellent communication and presentation skills.
Employment Type
Full Time
Company Industry
Department / Functional Area
Key Skills
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