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JOB DESCRIPTION

Job Title: Relationship Officer Branch: Various

Reporting to: Head of Private Banking Department: Private Banking

JOB PURPOSE

To deliver a high quality client service and customer retention approach to managing client

relationships to enhance product sales and new client growth targets.

Achieve agreed individual performance targets for deposit growth, income generation, product

sales and new client growth targets.

Administering the banks securities dealing service, which entailsleading placement of

execution trades with the banks prime brokers, reviewing investment portfolios and

investment performance with the clients, and building investment options lists based on

clients preferences In order to perform these tasks you will be registered with the FCA for the controlled

functions of CF30 Customer Function if based in the UK, or for European branches as per

local regulatory requirements.

KEY RESULT AREAS or ACCOUNTABILITIES

Proactively develop client relationships, anticipate and provide solutions to client needs and

give high priority to client satisfaction, with responsibility for meeting or exceeding agreed

performance targets and objectives, particularly those relating to net new money, income

generation, product sales and new client growth targets. Ensure that client instructions are duly effected by applying all standard checks and controls,

coordinating with other departments including Operations/Finance/ Compliance.

Accurately assess the risk profile, suitability and appropriateness of clients when marketing PB

products and services by maintaining an accurate and up to date call report, KYC database.

Handle client queries of day to day nature via telephone/fax/post/e-mail. Assist in resolving

client problems within the team.

Arrange clients' FX deals, securities trading and other investment products. Ensure all

regulatory requirements and controls are duly applied.

Achieve a satisfactory level of knowledge of Private Banking products and services by keeping

up-to-date with related developments.

Ability to understand key performance analytics and benchmarks or investment performance Open, close and maintain accounts in accordance with the established procedures. Apply

regulatory requirements such as KYC, Money Laundering Prevention and NOR procedures at

all times.

Accomplish tasks efficiently by showing concern for all aspects of the job, pay attention to

detail and ensure that output is delivered at the highest possible standard.

Strong technical understanding of economics and financial markets, focusing on the fixed

income and equity space

Research and maintain knowledge to ensure adherence with all applicable regulatory

requirements and Compliance policy and procedures, and adhere to all such standards, both

legal and regulatory, to avoid exposing the Bank to undue risk.

Carry out other duties as reasonably required by management.

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COMMUNICATIONS AND WORKING RELATIONSHIPS (List positions)

Subordinates: None

Primary Internal Contacts: Head of Private Banking

Private Banking Relationship Managers

Client Services

Compliance

Primary External Contacts: Private Banking Clients

Group colleagues in Private Banking units in Switzerland

and MENA Region

QUALIFICATIONS/EXPERIENCE

Degree holder or equivalent or above

Relevant banking experience preferably supporting retail affluent high net worth clients

Prior experience in banking operations highly desirable

KNOWLEDGE AND SKILLS

Fluency in both English and Arabic, both spoken and written

Candidate must demonstrate e deep cultural understanding of the banks target client

base(MENA, with a focus on Jordan)

Understands the basic mechanisms of general financial products and services Ability to respond to all client enquiries and instructions and the capability of advising and

resolving most issues and requests.

Excellent communication skills both oral and written.

Excellent command of Microsoft Excel and Power point, and good command of Microsoft

Visio

COMPETENCIES

Competency Level Level Definition

Thinking Analytical thinking 2 Identifies Solutions

Cultural understanding 2 Understands the Impact of Different

Cultures in a Business Context

Customer

understanding

2 Applies Customer Understanding for

Business Advantage

Influencing

Awareness of others 1 Knowledge of Others

Impact on others 2 Awareness of Own Impact on Others

Relationship building 2 Networking Value

Achieving

Results focus 1 Personal Drive Towards AchievingObjectives

Customer care 2 Understanding the Customer and

Delivering Service

Thoroughness 3 Accuracy

Critical information

seeking

2 Obtains Appropriate Information

Self-mgmt. Commitment to goals

& values

2 Delivers Goals and Values

Flexibility 2 Adapts Thinking and Behaviour

Personal development 2 Insight and Self Assessment