Manager - Private Banking Aquisition

Manager - Private Banking Acquisition 

Private Banking & Wealth Management Group

Private Banking provides high-net-worth clients with an end-to-end banking service to help manage their full banking and investment needs effectively. Our dedicated bankers provide a wide variety of solutions to meet clients’ investment and borrowing requirements, including complex and bespoke loan structuring. Wealth preservation requirements are addressed through a comprehensive wealth planning solution, tailored to individual needs

• To acquire new customers and service existing clients by leveraging ADCB’s offerings in order to achieve assigned targets and contribute to the bottom line profitability of the department
• Support in the engagement and building of strong synergies with different internal and external channels in order to develop strong acquisition strategies in identifying potential New to Bank (NTB) prospects
• Drive internal and external referral ecosystem in order to generate NTB leads to help acquire referred clients to Private Banking
• Attract NTB clients and capture client service synergies in order to achieve assigned targets and contribute to the bottom line profitability of the department
• Onboard clients directly to Private Banking, complete onboarding process, make sure initial funding/Assets Under Management (AUM) Transfer, etc. to ensure compliance to internal policy and process
• Provide feedback to internal specialists on product solutions in order to support the development of effective wealth management solutions for clients
• Identify cross-selling opportunities and proactively interact with internal resources in order to provide product solutions for clients