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 entails leading 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.

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

Self-mgmt.

Achieving

Influencing

Thinking

COMPETENCIES
Competency Level
Analytical thinking
2
Cultural understanding
2

Level Definition

Identifies Solutions
Understands the Impact of Different
Cultures in a Business Context
Applies Customer Understanding for
Business Advantage
Knowledge of Others
Awareness of Own Impact on Others
Networking Value

Customer
understanding
Awareness of others
Impact on others
Relationship building

Results focus

Customer care

Thoroughness
Critical information
seeking
Commitment to goals
& values
Flexibility
Personal development

3
2

Personal Drive Towards Achieving

Objectives
Understanding the Customer and
Delivering Service
Accuracy
Obtains Appropriate Information

Delivers Goals and Values

2
2

Adapts Thinking and Behaviour

Insight and Self Assessment

1
2
2