Elite Relationship Manager

Arab Bank; Abu Dhabi; On-site; AED 350,000 - 700,000; Full time

Job summary

Arab Bank is seeking a seasoned Relationship Manager to serve high-net-worth clients in Abu Dhabi. You will identify new opportunities, expand existing relationships, and deliver tailored financial plans and investment advisory services.

You will mentor junior team members, maintain active portfolio reviews, and ensure excellent client service through proactive communications and regular meetings, in line with regional strategies.

Qualifications

• Bachelor's degree from a recognized university.
• CF21 Investment Advisor certification or CFA is a plus.
• 2-4 years in relationship management and sales of financial products.

Responsibilities

• Provide financial services solutions to HNW clients.
• Identify and acquire new HNW clients.
• Broaden existing client relationships and cross-sell offerings.
• Develop customized financial plans based on client risk profiles.
• Monitor client portfolios with quarterly reviews and annual rebalancing.
• Deliver investment and portfolio advisory services.
• Mentor Assistant Relationship Managers and maintain client ownership.

Skills

Relationship management

Sales

Networking

Communication

Education

Bachelor's degree

Job description

• Provide financial services solutions to the HNW client base
• Identify and acquire new HNW clients
• Broaden existing client relationships (greater share of wallet, higher cross sell ratios)
• Establish sales and revenue targets for existing and new client relationships
• Develop comprehensive customized financial plans based on client risk profiles
• Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing)
• Research competitive offering and solicit client feedback for new product ideas
• Escalate customer suggestions/concerns to the Country/Region head
• Providing the highest level of customer service to clients (proactive calls and visits) in order to have clients ownership
• Mentoring Assistant Relationship Managers
• Retain Client ownership (strong knowledge of client account, transactions and all issues related to client)
• Provide clients with comprehensive advisory services: 1) Investment Advisory: Advising clients related to specific products and services. 2) Portfolio Advisory: Advising clients with regards to overall portfolio construction based on asset allocation methodology

Job Requirements:

Education: Bachelors Degree from a recognized university. Relevant professional certifications (eg. CF21 “Investment Advisor”), CFA is a plus.

Experience: 2-4 years in relationship management and sales of financial/investment products with a leading international / regional private bank. Proven record of building relationships and closing business

Competences:

• Fluency in English & Arabic (where relevant) .
• Excellent communication, networking and selling skills
• Strong interpersonal, presentation, and listening skills
• Good knowledge of financial markets, investment instruments, and investment management
• Sound understanding of market Dynamics / trends, and internal & external policies & controls regulations
• Ability to provide financial solutions to sophisticated clients

What We Offer at Arab Bank

At Arab Bank, we offer a purpose-driven and inclusive environment where innovation, continuous learning, and employee wellbeing are at the core. We are proud to welcome individuals of all generations, genders, and backgrounds, valuing the diverse perspectives that strengthen our culture and contribute to our success.