Wealth Advisor – Ahli Islamic

ahlibank - Oman - muscat

Key Objectives

  • Achieve Unit budgeted Fee Income and AUM KPIs.
  • Comply with Bank and regulatory policies
  • Sales & Marketing through presentations and meetings
  • Excellent Customer Service
  • Planning, budgeting and timely MIS
  • Demonstrate deep knowledge of product range


Principal Responsibilities

  • To contribute to the development of the bank’s overall business plan by servicing and enhancing existing HNI and VIP clients and Achieving Unit budgeted Fee Income and AUM KPIs.
  • Support the branches and other segments to increase retail Client Base (NTB, Casa, Cards, takaful, Finance, etc..) and increase the fee income flow to the branches
  • Monitor and market Liability and Cash Management products to expand the Bank’s deposit customer base, targeting mainly HNI customers and focusing on Fee income and products with low cost
  • Achieve Fee income Targets assigned as well as increase cross selling ratios
  • To secure sales in line with business plan
  • To manage account relationships with existing portfolio of customers in order to and maximize account profitability within the Bank’s Credit policy.
  • To establish account relationships with new customers interested in (Borrowing and Non-Borrowing)
  • To ensure high risk situations are identified early and actions taken for proper intensive handling and recovery.
  • To meet with current and potential key bank customers in the interests of sustaining and furthering on going profitable relationships.
  • Cross sell bank products and services. (Mobile Banking, Online Banking, CASA, Takaful, Cards, etc).
  • Positive representation and projection of the Bank in the market.
  • Comply with AML procedures


Candidate Specifications

  • Bachelor’s Degree
  • 5 years in private banking and wealth management
Post date: 10 September 2024
Publisher: LinkedIn
Post date: 10 September 2024
Publisher: LinkedIn