Relationship Manager - Priority Banking

Commercial Bank International; Dubai; On-site; AED 120,000 - 150,000; Full time

Job summary

A leading financial institution in Dubai is seeking a dedicated professional to manage a portfolio of affluent clients. The role involves delivering tailored wealth management solutions, achieving sales targets, and ensuring compliance with regulations. The ideal candidate will have strong relationship-building skills and extensive experience in banking sales. Join us to drive profitability and foster long-term customer loyalty.

Qualifications

• Minimum 5 years of experience in banking sales.

Responsibilities

• Cultivate and manage a portfolio of affluent clients.
• Achieve revenue goals and portfolio growth targets.
• Perform KYC checks and ensure compliance.

Skills

Relationship-building

Communication

Negotiation

Presentation

Financial products expertise

Education

University degree in related business fields

Tools

CRM software

Client management tools

Job description

Job Purpose:

To cultivate and manage a portfolio of affluent clients by providing tailored services, fostering strong relationships, recommending relevant products, driving profitability, and ensuring long-term customer loyalty and retention.

Duties and Responsibilities:

1. Understand customer needs, identify financial and non-financial requirements by conducting financial need analysis (Client Profiling).
2. Responsible for conducting customer portfolio reviews and financial checks for each client as per agreed timelines.
3. Achieve revenue goals, sales, and portfolio growth targets across a range of products and services (Investments, Term Deposits, CASA balances, Mortgages, Credit Cards, Bancassurance).
4. Optimize the potential value of the priority base through the delivery of wealth management products and services.
5. Resolve client queries without further escalation.
6. Perform any other duties or responsibilities that are consistent with the role as assigned by management.
7. Collaborate with internal and external specialists and support teams to ensure provision of superior and tailored wealth management solutions to clients.
8. Perform KYC checks and exercise due diligence to identify and report unusual or irregular account activity, corruption, money laundering suspicion, fraud cases to protect the interests of the bank and customers.
9. Ensure compliance with bank-wide policies, audit requirements, and Central Bank regulations.

Qualifications and Experience:

• University degree in related business fields such as Marketing or Finance.
• Minimum 5 years of experience in banking sales.

Key Skills:

• Strong relationship-building and networking abilities.
• Excellent communication and interpersonal skills.
• Expertise in financial products and services.
• Strong negotiation and presentation skills.
• Proficiency in CRM software and client management tools.