Relationship Manager
il y a 5 heures
I am currently looking for a Senior Relationship Manager to join an international bank in Paris. You will be responsible for enhancing the relationships with the existing customers of the Bank, building up new high level relationships with potential clients, marketing the Bank's services and products and promoting suitable real estate investments in line with the Bank's lending policy.
The role:
- To market the Bank's Private Banking services and products to existing and potential customers in accordance with the marketing strategies and plans agreed upon with the Head of Department
- Enhance and develop business relationships and opportunities between the bank and its High Net Worth and VIP customers to develop existing business and/or attract new business from them that would increase the Bank's portfolio of deposits and loans
- Supervise post-sanction facility implementation process to include, if required, obtaining relevant documentation, due diligence, account opening and facility draw-down procedures.
- To follow up with approved solicitors and surveyors on matters related to customer transactions requested through the Bank
- Periodically or as deemed necessary, communicate to customers all pertinent information on the status of their funds, market conditions, trends and opportunities. Also to ensure that customer requests for information, advice and action are promptly met
- To ensure that individual customer records are maintained up to date at all times and customer files are reviewed annually in accordance with the Bank's KYC requirements and to ensure compliance with Money Laundering regulations at all times.re that customers' complaints and problems are solved promptly and satisfactorily and to submit to Senior Management reports regarding any problems as well as keeping him well informed of all developments and the relationship between the client and the Bank
- To gather information and data on competitors and products, services and other activities and to appraise and interpret its significance to Head of Department
- Upon customer's request and after being granted the necessary authority, to act on their behalf in moving their funds and portfolios from one foreign bank to another and assisting them as much as possible with banking problems should any arise
- Anti-Money Laundering (AML) and Sanctions Responsibilities:
- Adhering to the bank's Financial Crime Policies & Procedures
- Responsibility for conducting KYC in accordance with customer due diligence procedures
- Escalate high risk clients to the MLRO for further review
- Ensure periodic reviews are being conducted in accordance with the risk classification of the client
- Assist and help the AML Middle Office with any transaction monitoring queries
**Profile**:
- At least 5 years of experience within a Bank as a relationship Manager
- University degree in Accounting/Economics/Business Admin.
- Solid management skills
- Excellent communication, marketing and analytical skills.
- Good experience in the private banking, and Wealth/Investment Management
- Fluency in French, English. Arabic language is a plus.
We aim to be an equal opportunity recruiter and we are determined to ensure that no applicant receives less favourable treatment on the grounds of gender, age, disability, religion, belief, sexual orientation, marital status, or race, or is disadvantaged by conditions or requirements.
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