Portfolio Relationship Manager

ADIB - Abu Dhabi Islamic Bank; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading bank in the UAE is seeking a Portfolio Relationship Manager for its Priority Banking Division. The role involves client acquisition, risk management, and promoting financial products, requiring a strong background in financial services and excellent relationship-building skills.

Qualifications

• Minimum three years of experience in financial analysis, investment, or wealth management.
• Detailed knowledge of ADIB's Retail Banking products & services.
• Experience in sales and wealth advisory for retail HNIs.

Responsibilities

• Generate new business and acquire new clients.
• Collaborate across channels to implement banking services.
• Evaluate client risk profiles and ensure documentation.

Skills

Financial analysis

Sales

Wealth management

Client relationship management

Risk assessment

Knowledge of UAE banking regulations

Education

University degree or recognized professional certification

UAE Financial Rules & Regulations Certification

International Certificate in Wealth and Investment Management (Level 3)

Job description

Role: Portfolio Relationship Manager - Priority Banking Division: Retail Banking

Responsibilities:

1. Client/Business Acquisition: Generate new business through marketing activities, gold center contacts, and existing network. Acquire new to bank customers and identify potential expansion locations.
2. Channels Cooperation and Service Delivery Management: Collaborate across channels to promote financial products remotely, ensuring smooth implementation of Priority Banking services across branches.
3. Control and Risk Mitigation: Evaluate clients' risk profiles, ensure proper documentation, and make referrals based on customer needs.
4. Customer Relationship and Retention: Build trust with key customers, maintain a loyal customer base, handle complaints, account closures, and gather customer feedback remotely.
5. Sales and Business Growth: Increase team revenue through cross-selling and up-selling, convert inbound/outbound leads to sales.
6. Credit Review and Compliance: Review credit applications, adhere to processes and procedures, and identify error trends for process improvements.

Skills and Technical Knowledge:

1. University degree or recognized professional certification.
2. At least three years of experience in financial analysis, markets, investment, wealth management, or financial planning.
3. Detailed knowledge of ADIB's Retail Banking products & services.
4. Experience in sales, product development, or wealth advisory for priority banking customers/retail HNIs.
5. Knowledge of ADIB's Retail Credit & Operational Policies & Procedures.
6. Understanding of UAE banking practices, regulations, and risks.
7. UAE Financial Rules & Regulations Certification.
8. International Certificate in Wealth and Investment Management (Level 3).
9. Good knowledge of local market competitors.

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