Elite Priority Banking Relationship Manager

Commercial Bank International; Dubai; On-site; AED 350,000 - 550,000; Full time

Job summary

Commercial Bank International seeks a Wealth Management Specialist to cultivate a portfolio of affluent clients in Dubai, understanding their financial needs and delivering tailored solutions. You will conduct client profiling, perform periodic reviews, and drive revenue across investments, deposits, mortgages, credit cards, and bancassurance, while ensuring strict KYC and regulatory compliance.

The ideal candidate has 7+ years in retail banking with strong relationship, negotiation, and CRM

Qualifications

• University degree in Marketing or Finance.
• Minimum 7 years experience in banking, retail & sales.

Responsibilities

• Understand customer needs and profile clients via needs analysis.
• Conduct client portfolio reviews and financial checks per timelines.
• Achieve revenue goals and growth across a range of products and services.
• Deliver wealth management solutions and optimize portfolio value.
• Ensure compliance with KYC, policies, audits and Central Bank requirements.

Skills

Relationship building

Communication

Financial products

Negotiation

Presentation skills

CRM software

Education

University degree in Marketing or Finance

Tools

CRM software

Job description

Commercial Bank International seeks a Wealth Management Specialist to cultivate a portfolio of affluent clients in Dubai, understanding their financial needs and delivering tailored solutions. You will conduct client profiling, perform periodic reviews, and drive revenue across investments, deposits, mortgages, credit cards, and bancassurance, while ensuring strict KYC and regulatory compliance.

The ideal candidate has 7+ years in retail banking with strong relationship, negotiation, and CRM