Relationship Manager Private Banking Western📣 Job Ad

About Banque Saudi Fransi (BSF)

Banque Saudi Fransi (BSF) is a leading financial institution established with a vision to integrate Saudi leadership with international standards. Since its inception, BSF has focused on empowering ambition, enabling growth, and shaping lasting legacies within the financial sector, going beyond conventional banking practices.

Role Summary

BSF is seeking a Relationship Manager Private Banking Western to join its team in the Makkah Region, covering Jeddah and Makkah. This full-time role is responsible for achieving revenue and asset growth targets by delivering appropriate banking solutions and value-added services to the existing client base. The Relationship Manager will also expand the portfolio through acquiring new high-value clients and fresh assets, building and managing strong relationships with Private Banking clients by understanding their financial needs and providing tailored solutions across BSF’s product suite, including core banking products, Treasury, BSF Capital, JB, and Bancassurance offerings.

Key Responsibilities

• Drive portfolio growth by identifying opportunities within existing client relationships and promoting cross-selling of BSF products and services in collaboration with internal stakeholders.
• Achieve assigned budget targets on a monthly, quarterly, and annual basis, while monitoring portfolio performance, revenue contribution, and spreads to ensure continued profitability.
• Conduct client prospecting activities through personal networks, referrals, and business contacts to attract new Private Banking clients and expand the Bank’s client base.
• Maintain strong engagement with existing clients by continuously assessing their financial needs and providing appropriate advisory support and banking solutions.
• Monitor day-to-day operational activities of client accounts, including maturing deposits and facilities, expiring identification documents and cards, card deliveries, exceptional transactions, dormant accounts, and client consent requirements.
• Maintain a sound understanding of credit operations and associated risks, collaborating closely with credit teams in preparing and processing credit applications.
• Gather and analyze client financial information, including assets, liabilities, and revenue sources, to support client servicing and credit evaluation.
• Prepare and review supporting documentation related to credit facilities and ensure timely follow-up on client credit requests while monitoring client credit exposures.
• Maintain proper legal documentation and client records, ensuring all client communications are documented and required documentation is obtained in line with internal procedures.
• Ensure full compliance with BSF policies and regulatory requirements, including SAMA and CMA regulations.
• Support capability development within the team by guiding and assisting Relationship Officers on product knowledge, procedures, and client servicing practices.

Required Experience

• A minimum of 5 to 10 years of experience in a relevant banking or financial services role, with a focus on private banking or wealth management.
• Demonstrated ability to achieve revenue and asset growth targets.
• Strong understanding of banking products, credit operations, and regulatory compliance (SAMA, CMA).
• Proven track record in client relationship management, prospecting, and portfolio expansion.
• Excellent communication and interpersonal skills to build and maintain client relationships effectively.

BSF Culture and Environment

This full-time position is located in the Makkah Region, specifically covering Jeddah and Makkah. BSF fosters a culture that prioritizes the needs of its people, customers, shareholders, and society. The bank values honesty, collaboration, and simplicity in its operations, encouraging a mindset of continuous improvement and a drive to succeed. Decisions are made with a long-term perspective, coupled with a bias towards quick action, creating an environment that empowers progress for individuals, businesses, and society.

Application Information

Candidates are invited to apply and become part of a dynamic team that empowers progress for individuals, businesses, and society at Banque Saudi Fransi.