Job Description

Job Summary

With a specific focus on supporting the sales force at QNBFS to sell Qatari (GCC) Equities/fixed income to an institutional client base local, regional, and global markets, the role will entail reporting to the Senior Manager of Institutional and Corporate Relationship Management and specifically:


Work with the Senior Manager of Institutional & Corporate Relationship Management to develop new and existing institutional client relationships with a goal of continuously broadening distribution of QNBFS' services/products across local, regional, and global institutions.
- Deliver a first rate sales & service to include co-ordination of investment ideas, research and industry conferences and coordinate efficiently with the Research and Sales and Trading teams - Support the generation of investment ideas and working closely with research team to improve product offerings.


- Develop close relationships with research analysts and fund managers and become the "go to" resource for the markets in which QNBFS operates. - First point of contact with the walk in customers. Provide a solution or direct the customer to the right person. Project a professional company image through in-person and phone interaction.


Answer phones to respond to orders, general customer inquiries and customer complaints. Project a professional company image through phone interaction

Main Responsibilities

A. Shareholders & Financial - Assist in identifying new business opportunities with Qatari and non-Qatari Institutional customers. - Establish account set up for Qatari and non-Qatari clients. - Operate within the target departmental Budgets. - Implements KPI's and best practices for Senior Associate Institutional & Corporate Relationship Management. - Promote cost consciousness and efficiency and enhance productivity, to minimise cost, avoid waste, and optimise benefits for the bank. - Act within the limits of the powers delegated to the incumbent.


B. Customer (Internal & External): - First point of contact for all walk-in customers. - Greet the walk in customers and present a good image of the Company. - Listen to the customer and assess his / her requirements. - Answer Call Centre calls and respond to customer requests to place, buy and sell of stocks via telephone. - Provide customers with required information about his / her account. - Generate new relationships and share with key stakeholders within QNBFS for trading ideas, market color, and research ideas. - First point of contact for all walk-in customers. - Inform Institutional customers through dialogue about the offerings of QNBFS. - Support the preparation of marketing material, pitch books, RFP's, campaigns and initiatives that expand awareness and brand of QNBFS. - Assist in acting as the key contact partner and point of sale for institutional clients through a relationship management approach. - Establish, maintain and further intensify client relationships with new and existing clients, proactively target customers from existing brokerage firms and develop client retention strategies. - Ensure that institutional clients are being updated regularly on markets. - Assist in identifying and successfully capitalize on cross-sell opportunities and makes appropriate referrals. - Assist in generating ideas for new marketing activities and plan, coordinate and manage the same. - - Support the hosting of events for customers to develop new and long-term relationships. - Actively carry out coordination, logistics, and execution of corporate access events - Collect customer feedback on an ongoing basis and share with key stakeholders.


C. Internal (Processes, Products, Regulatory): - Adhere to the distribution channel mix across local, regional and global institutions - Support the develop and implement branding and marketing strategies for improvement of presence


D. Learning & Knowledge: - Work towards becoming a market expert by developing a keen understanding of local companies, industries, and macro landscape as well as the markets serviced by QNBFS. - Work in accordance with Company standards, the regulation and ethics and maintain licensed status - Assist in generating and providing new ideas for sales, product development and marketing - Keep up-to-date with market developments, Company policies, procedures, sales process and legislation and disseminate to team


E. Legal, Regulatory, and Risk Framework Responsibilities: - Comply with all applicable legal, regulatory and internal compliance requirements including, but not limited to, Group Compliance Policies and Procedures (AML & CTF, Sanctions Policy, Data Protection Policy, Fraud Control Policy, Whistle Blowing Policy, Conflict of Interest and Insider Dealing Policy). - Understand and effectively perform your role under the Three Lines of Defence principle to identify measure, monitor, manage and report risks. - Ensure systematic good outcomes for clients in accordance with Conduct Risk policy. - Support the framework of RCSA, KRI, Incident reporting and remediation, as appropriate, in accordance with the Operational Risk Management requirements. - Maintain appropriate knowledge to ensure full qualification to undertake the role. - Complete all mandatory training provided by the Bank, attain, and maintain the required levels of competence. - Attend mandatory (internal and external) seminars as instructed by the Bank. F. Other: - Ensure high standards of data protection and confidentiality to safeguard commercially sensitive information. - Maintaining utmost confidentiality concerning customer and internal bank information obtained during the course of business and provide such information on a need to know basis only to Senior Management of QNB, Audit and Compliance functions, and relevant Regulators. - Maintain high professional standards to uphold QNB's reputation and to strengthen its market leadership position. - All other ad hoc duties/activities related to QNB that management might request from time to time.


Education and Experience Requirements

Graduate in finance, business, or marketing with minimum 2 years experience in sales and marketing for financial services company and at least 1 year in a brokerage.