Role Summary

The incumbent will be a member of the relationship management/ sales team which is responsible for implementing the ‘Domestic’ (Qatar) element of AM’s global investment product/service distribution strategy. He/she will therefore have individual responsibility for the achievement of that part of the set budget targets which is allocated to him/her.

Successful delivery will be contingent on effective participation in the Domestic Sales team and a focus on the optimization of all available distribution channels. As such, there is a requirement to work jointly, in close co-ordination with functional business heads and domestic branch managers.   

The incumbent will engage closely with other staff members, from across the Group, in order to ensure the identification, origination and development of new client relationships - and to broaden and deepen those which are already in existence.

The incumbent will participate in the development and motivation of the Domestic Sales team.

The incumbent will ensure adherence to established policies, procedures, standards of conduct and regulatory obligations.

 

Role Description

 Contributes to the formulation of an investment client origination, sales and business development strategy, based on the established KPIs. 

Actively participates in the execution of the domestic (Qatar) element of AWM’s global strategy.

Participates in the achievement of pre-determined revenue and profitability objectives (KPIs) in this context.

Participates in periodic reviews of team and individual performance. 

 

Helps to identify (and take advantage of) all possible domestic AM product/service delivery channels. 

 

Ensures the highest personal standards of contact and the adherence to ‘best market practice’ in all aspects of the AM Domestic Sales function’s activities. 

Co-ordinates closely with nominated “on-the-ground” local staff throughout the Group, in order to ensure the effective distribution of a broad range of financial products and services.  

Actively contributes to the maintenance of the existing client base as well as building new relationships.

Contributes to the enhancement of intra-group relationships, especially with the domestic branches and Retail (QNB 1^st), but also with International, Corporate, Treasury and supporting functions.

Actively proposes ideas for new products and services, based on discussions with clients and colleagues.

Actively supports cross-selling activity with the aim of enhancing the Group’s overall relationships with clients by means of the co-ordination of activity with other divisions/ departments.

 

Contributes to the supply of timely and accurate information to external and internal auditors, Group Compliance and Group Risk, whenever required.

 

Ensures regulatory compliance at all times.   

 

Acts within the limits of the powers delegated to the incumbent.

 

Works to enhance service quality and meet assigned financial and non-financial targets.

 

Supports the collation of periodic MIS reports/information, for review by management.

 

Helps to implement any remedial measures which may be recommended by Group Internal Audit, Group Risk, Group Legal, external auditors, regulatory authorities and/or Group Compliance re: any potential control weaknesses or compliance issues which may become apparent in connection with the Domestic Sales function.

Works with colleagues to ensure the timely execution and maintenance of all associated documentation.

Actively contributes to discussions with the Product Development Manager in terms of the development of products which meet the requirements of targeted clients. 

Gathers information on competitors’ offerings and market intelligence.

Develops a good understanding of the investment management business.

Readily identifies areas for professional self-development.   

Develops an excellent understanding of financial services, generally. 

Becomes familiar with all regulations, laws, governing policies, procedures in connection with the investment banking business.

Demonstrates a history of successful effective business development.

Qualifications

 University graduate.

3 years’ relevant experience is a requirement.

CISI certification (or equivalent) is a requirement.