HNWI Private Banking Relationship Lead

DIB; Abu Dhabi; On-site; AED 90,000 - 120,000; Full time

Job summary

Dubai Islamic Bank is seeking an experienced Private Banking Relationship Manager to drive deposits growth and manage HNWI portfolios. You will sell Islamic investment products, cross-sell other DIB services, and deliver a seamless one-stop banking experience to Aayan Banking customers.

You will maintain strong client relationships, ensure adherence to processes, and regularly update CRM with customer interactions and call activity.

Qualifications

• Minimum Diploma or University Degree; Masters or Certification from an accredited University/Institute is preferred.
• At least 3-4 years' experience of dealing with HNWI and managing a portfolio.

Responsibilities

• Deliver the budgeted volumes for deposits and sale of Investment Products.
• Increase the Private Banking portfolio by increasing deposits of existing customers and targeting HNWI not Banking with us.
• Sell Islamic Investment Products offered by Aayan Unit/other BUs and cross-sell Dubai Islamic Bank products.
• Provide One Stop Banking Service to Aayan Banking customers with timely execution of requests.
• Ensure adherence to Bank processes & policies and report deviations to supervisor.
• Maintain relationships to prevent loss of Aayan Banking customers due to service issues.
• Keep regular contact with sensitive Aayan Banking customers via calls or visits and update CRM reports.
• All the above responsibilities include any additional/new tasks or responsibilities assigned by the line Manager

Skills

HNWI portfolio management

Cross-selling

CRM

Education

Diploma / University Degree

Masters preferred

Tools

CRM software

Job description

Dubai Islamic Bank is seeking an experienced Private Banking Relationship Manager to drive deposits growth and manage HNWI portfolios. You will sell Islamic investment products, cross-sell other DIB services, and deliver a seamless one-stop banking experience to Aayan Banking customers.

You will maintain strong client relationships, ensure adherence to processes, and regularly update CRM with customer interactions and call activity.