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GB1660 - Investment Manager

Business Unit: Consumer Banking
Division: Priority Banking
Department: Retail Sales & Distribution
Contract Type: Full Time
Area/Branches: MAK
Closing Date: 30-Sep-2016

About Gulf Bank

Gulf Bank was established in 1960 and has since progressed to becoming an industry-leading financial services provider complemented by a large network of 55 branches strategically positioned in key locations across Kuwait.

The main groups of the Bank are Consumer Banking, Corporate Banking, International Banking and Treasury.

Job Purpose::

To provide a quality investment product guidenceand support to both clients and relationship managers in order to optimize the sales of investments to HNW / UHNW clients. 

  • Sales Process:
    • Present Investment alternatives to clients and staff; guide them on the features of products; explain and resolve customer issues related to product.
    • Provide face to face personal investment guidance on personal assets.
    • Offer investment education to existing and potential clients by providing investment consultations.
    • Develop depth of understanding across the RM population
  • Product & Market Brief:
    • Roll out internal and external product and investment market briefings ensuring all stakeholders are kept abreast of developments, trends and relevant updates. Ensure feedback and ideas for content / format are continuously fed back to the Investments Team.
  • Sales Target:
    • Deliver sales of products and services and meet team sales targets. Ensure right products are offerred to right customers through matching lifestyle goals / risk profiles with products.  Execute the level of activity necessary so that the team can achieve sales goals
  • New business: 
    • Implement marketing and sales programs to acquire new business in order to increase the market share and cross sell for consumer banking.
    • Develop networks for new business opportunities
      Build excellent working relationships with internal clients
      Identify “new business opportunities” within existing client portfolios
  • Client management:
    • Manage and communicate with designated clients to ensure they receive the appropriate customer service and their issues are addressed fully and promptly.  Client interface is in the form of joint fieldwork together with the relevant RMs.
    • Support leads from branch staff for cross selling investment products and services.
    •  Meet with clients and guide them on investment strategies, taking into account a client's needs.
    •  Evaluate a client's financial data or investment objectives and provde guidance  based on the client's risk profile and personal financial statements.
    • Complete product placement packs on behalf of clients.
  • Client feedback:
    • Execute client feedback program and analyze customer satisfaction to ensure plans, service and products can be modified
    • Support investment reviews with clients to validate the clients' current investment choices
  • Reports:
    • Report on client particulars and activity and recommend resolution of client issues and closures
  • Corporate governance & compliance:
    • Work fully within: risk policies and procedures and  all compliance regulations
Education/Knowledge/ Experience/Skills:
  • Education / Qualifications:
    • Bachelor’s degree in banking/Management/Finance/investment analysis.
  • Knowledge:
    • Sound knowledge of portfolio management, Investment Analysis and various Investments products
  • Experience:
    • 5 - 8 Years in Banking with minimum of 3 Years in managing client portfolios (priority / private banking environment).
  • Accreditation:
    • CWM Lev 3 and Investment course (TBC)
  • Generic & Specific Skills:
    • Excellent Communication skills
    • Excellent negotiation skills
    • Analytical Thinking
    • Risk Management orientation
    • Bilingual in Arabic & English
    • Proficient in IT (MS Office & Banking software)
Note: you will be required to attach the following:
1. Resume / CV

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