Elite Relationship Manager

Arab Bank; Abu Dhabi; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading financial institution in the UAE is seeking individuals skilled in client relationship management and financial advisory. The role demands expertise in providing financial solutions to high-net-worth clients, building strong relationships, and developing customized financial plans. A Bachelor's degree and relevant certifications are required, along with fluency in English and Arabic. Join us at a company that values diversity and offers a supportive work environment.

Qualifications

• 2-4 years in relationship management and sales of financial/investment products.
• Proven record of building relationships and closing business.

Responsibilities

• Provide financial services solutions to HNW clients.
• Identify and acquire new HNW clients.
• Broaden existing client relationships.
• Establish sales and revenue targets.
• Develop customized financial plans based on client risk profiles.
• Monitor client portfolios quarterly.
• Research competitive offering for new product ideas.
• Provide highest level of customer service.

Skills

Fluency in English & Arabic

Excellent communication skills

Networking skills

Selling skills

Strong interpersonal skills

Presentation skills

Listening skills

Good knowledge of financial markets

Investment instruments knowledge

Sound understanding of market dynamics

Good computer skills (MS Office)

Education

Bachelor's Degree from a recognized university

Relevant professional certifications (e.g., CF21, CFA)

Job description

Accountabilities & Key Roles:

• 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
• Good computer skills (MS Office).

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.