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Preferred Candidate

Years of Experience:
10 - 15 yrs
Age Group:
35 - 40 yrs
IT Knowledge:
Operating System-Windows
Arabic: Fluent
English: Fluent

Ref.No: 4006 Date of Posting: 01-Apr-2015
Senior Vice President- Wealth Management Bookmark and Share
Confidential Company
Job Description
A leading Kuwaiti Investment Company is looking for Senior Vice President- Wealth Management as per the following details:

Position Competencies:

Successful incumbents are action oriented, have strong banking acumen and peer relationships, negotiate, have innovative management, are customer focused, and drive for results.

Position Responsibilities:

1. Sales Management

•Achieve annual new business fee goals by formulating and coordinating a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals in order to identify prospects for services.
• Design and implement the sales process by carefully matching specialists to clients; coaching selected specialists throughout the process; and keeping the sales process, specialists and advisors on target and on schedule.
• Attract new customers and retain existing customers by developing marketing materials, plan presentations and strategies. Follow-up on all sales leads and calls.
• Build a strong network by participating in community affairs, activities and organizations to maintain visibility and enhance the business development function.
• Be viewed as an advisor by serving as a resource speaker for related activities.

2. Client Management

• Determine client needs by meeting with them to review needs and obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information to assess client needs, biases and objectives.
• Assess opportunities and determine alternatives and solutions to meet client needs.
• Obtain client commitment and collect assets.
• Effectively transition the client relationship to the relationship manager by staying involved with the client until the relationship is fully cemented.
• Demonstrate expertise by managing or working with the client's outside advisors; and setting the stage for follow-up sales opportunities.

3. Account Management

• Oversee the preparation of new account documentation by ensuring documentation flow and timelines are efficient and thorough.
• Effectively manage issue by navigating internal territory concerns by finding the best solution for the client; orchestrating the appropriate providers; and addressing service issues where appropriated.

Degree Specifications
Masters Degree - MA in Banking Studies
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