Key responsibilities

• Lead the Bank’s Affluent client growth strategy by utilizing the Affluent client value proposition to acquire New to Bank (NTB) Affluent clients
• Engage NTB Affluent clients via leads sourced from Alliances, Targeted lists or Executive Banking Team on full Affluent offering
• Handle client-led requests via marketing campaigns and online pull
• Activate NTB clients, set up and educate clients on remote channel usage i.e., Online, Contact Centre, ATM, and hand-over clients to assigned Priority Banking Teams
• Utilize available resources including the Affluent proposition, product benefits matching client needs, the Bank’s brand, global network, ad hoc campaigns and specialist support to onboard affluent clients
• Ensure early deepening of clients across multiple products to create client stickiness and to become the primary bank for the client’s transactional, savings and investment needs
• Execute on-boarding activities across the Bank’s local and international network to acquire Affluent clients
• Ensure that onboarded clients match the profile as set out for Affluent clients to ensure sustainable growth of the Affluent portfolio
• Ensure new clients have a seamless initial onboarding experience
• Maintain the quality of the portfolio in terms of client qualification
• Ensure 'Customer Due Diligence' requirements as prescribed by the bank are duly adhered to
• Adhere to all legal and compliance guidelines provided by the bank
• Maintain data confidentiality and secrecy norms of the bank
• Ensure error free application and documentation for account and loan application forms
• Ensure adherence to the bank's sales process
• Ensure full awareness of all policies related to Mis-selling
• Maintain complete and detailed knowledge of all assigned products
• Practice responsible selling and adhere to appropriate sales and marketing practices
• Maintain accurate and up to date activity records
• Ensure compliance with global AML & CDD standards and internal/external regulations
• Ensure ORF / process universe adoption and governance
• Collaborate with FCC, AML, L&C on Due Diligence and other processes as needed
• Provide input to governance and operational risk to define measures and controls for prevention
• Read, understand and comply with all provisions of the Group Code of Conduct
• Attend all required Trainings
• Take personal responsibility for embedding highest standards of ethics, regulatory and business conduct
• Manage regulatory relationships in relation to the Retail Banking business in the UAE
• Embed the Group’s Values and Group Code of Conduct in professional conduct
• Perform other responsibilities as assigned under Group, Country, Business or Functional policies and procedures