Elite Banking Acquisition — Relationship Manager

CBD; Dubai; On-site; AED 391,000 - 580,000; Full time

Job summary

CBD in Dubai is seeking an experienced Elite Banking Sales professional to grow its affluent client base. You will identify and acquire New to Bank Elite Banking clients through external and internal channels, and assist with opening Elite accounts.

Responsibilities include engaging with potential clients, converting leads into funded relationships, ensuring complete KYC onboarding, and delivering best-in-class service while meeting regulatory standards.

Qualifications

• Bachelor degree required with CISI / SCA or equivalent.
• Minimum 5 years of sales experience in financial services preferred.
• Experience acquiring Affluent / High Net Worth clients is a plus.

Responsibilities

• Identify and acquire New To Bank Elite Banking clients through external or internal channels.
• Assist clients in opening Elite Banking accounts as applicable.
• Engage with clients to convert leads into funded Elite Banking relationships.
• Ensure complete KYC and onboarding details for onboarded clients.
• Maintain disciplined activity and meet KPIs on the scorecard.

Skills

Sales experience

Client acquisition

Relationship building

Education

Bachelor degree in Economics, Finance, Business Management or Science

CISI / SCA qualification

Job description

CBD in Dubai is seeking an experienced Elite Banking Sales professional to grow its affluent client base. You will identify and acquire New to Bank Elite Banking clients through external and internal channels, and assist with opening Elite accounts.

Responsibilities include engaging with potential clients, converting leads into funded relationships, ensuring complete KYC onboarding, and delivering best-in-class service while meeting regulatory standards.