Banking and Client Relationship Manager

Alakai Financial Brokers; Dubai; On-site; AED 120,000 - 180,000; Full time

Job summary

A leading financial services company in Dubai is seeking a Banking & Client Relationship Manager to oversee and enhance client and banking partner relationships. The successful candidate will manage banking services and facilitate credit approvals, requiring strong financial acumen and communication skills. This role is ideal for professionals with 1–5 years of experience in banking or corporate finance and relevant qualifications.

Qualifications

• 1–5 years of experience in banking, credit, corporate finance, or relationship management.
• Strong understanding of bank documentation, compliance, and credit processes.

Responsibilities

• Serve as the primary point of contact for all client banking needs.
• Maintain ongoing communication to ensure high satisfaction and retention.
• Prepare credit proposal packages including financial analysis and reports.
• Monitor timelines to ensure banking approvals are completed on time.

Skills

Financial understanding

Documentation skills

Client-handling skills

Attention to detail

Organizational discipline

Proficiency in MS Office

Education

CA / MBA (Finance) / ACCA / CFA or equivalent

Job description

We are seeking a highly professional Banking & Client Relationship Manager to oversee and strengthen relationships with clients and banking partners. The role involves managing all banking-related services, coordinating documentation, facilitating credit approvals, and ensuring smooth communication between clients and financial institutions.

The ideal candidate must have strong financial understanding, excellent documentation skills, and the ability to manage multiple stakeholders with precision and confidence.

Key Responsibilities

Client Relationship Management

• Serve as the primary point of contact for all client banking needs.
• Maintain ongoing communication to ensure high satisfaction and retention.
• Address client queries promptly and professionally.

Banking Coordination & Documentation

• Coordinate with various banks for account opening and service requests.
• Prepare credit proposal packages including financial analysis, risk summaries, and supporting reports.
• Liaise with bank teams to facilitate credit approval processes.

Operational Oversight

• Monitor timelines and ensure banking approvals are completed within agreed schedules.

Relationship Building

• Develop strong working relationships with relationship managers within multiple banks.
• Represent the company professionally in all external meetings and discussions.

Skills

• CA / MBA (Finance) / ACCA / CFA or equivalent professional qualification.
• 1–5 years of experience in banking, credit, corporate finance, or relationship management.
• Strong understanding of bank documentation, compliance, and credit processes.
• Excellent communication and client-handling skills.
• High level of accuracy, attention to detail, and organizational discipline.
• Proficiency in MS Office (Excel, Word, PowerPoint).
• Ability to handle multiple client cases simultaneously.