Portfolio Relationship Manager (AlAin)- Priority Banking

ADIB - Abu Dhabi Islamic Bank; Abu Dhabi Emirate; On-site; AED 120,000 - 200,000; Full time

Job summary

A prominent banking institution in the UAE is seeking a Portfolio Relationship Manager to enhance client acquisition and service delivery. The ideal candidate will possess at least 5 years of banking experience, deep knowledge of retail banking products, and strong relationship management skills. This role offers opportunities to work with high-net-worth individuals and contribute to team productivity through effective sales strategies. Strong understanding of local banking regulations is essential.

Qualifications

• University degree or a recognized professional certificate.
• Experience of no less than three years in financial analysis or wealth management.
• Detailed knowledge of ADIB's Retail Banking products & services.

Responsibilities

• Client acquisition and management of service delivery.
• Generating new business through marketing activities.
• Monitoring service levels for customer satisfaction.

Skills

Financial Analysis

Wealth Management

Sales Skills

Communication Skills

Client Relationship Management

Education

University degree or recognized professional certificate

UAE Financial Rules & Regulations Certification

International Certificate in Wealth and Investment Management (Level 3)

Job description

Portfolio Relationship Manager (AlAin) - Priority Banking Job Description

Key Accountabilities of the role

• Client / Business Acquisition
• Channels Cooperation
• Management of service delivery
• Control and Risk Mitigation
• Generating new business via out marketing activities, gold center contacts and existing network
• Increasing team revenue and productivity by cross-selling and up-selling remotely
• Acquiring new to bank customers
• Identifying new potential expansion locations
• Converting inbound and outbound leads to sales
• Building a strong trust relationship with key customers
• Maintaining a loyal pool of customers / alliances who refer potential customers
• Carrying out the function(s) remotely of promoting the financial products
• Collection of the required information and data
• Evaluation of the clients' ability and appetite to handle the risks (Risk Profile) and the detailed functions associated therewith
• Making referrals to other channels based on identified customer needs
• Smoothly implementing of Priority Banking services across surrounding branches
• Monitoring service levels for customer satisfaction remotely
• Customer retention efforts with personal involvement in plaint resolution, account closures and inquiries remotely
• Getting ad-hoc customer feedback remotely
• Reviewing of credit applications
• Adhering to laid out processes and procedures
• Ensuring appropriate and adequate documentation
• Identifying trends of errors and proactively advice processes improvements

Specialist Skills / Technical Knowledge Required for this role

• University degree or a recognized professional certificate
• Experience of no less than three years in the area of the financial analysis, financial markets, investment, wealth management, or financial planning
• Detailed knowledge of ADIB's Retail Banking products & services
• Experience in sales, product development or wealth advisory to priority banking customers / retail HNIs
• Broad knowledge of ADIB's Retail Credit & Operational Policies & Procedures
• Specific Knowledge of UAE banking practices , regulations & risks
• UAE Financial Rules & Regulations Certification
• International Certificate in Wealth and Investment Management (Level 3)

Good Knowledge of competitors in the local market

• Must have led a team of professionals
• Detailed knowledge of service standards
• Training & Presentation skills

Previous experience

Minimum 5 years of Related Banking experience in Job ID 300002446936263