Portfolio Relationship Manager (AUH) Priority Banking

ADIB Group; Abu Dhabi; On-site; AED 120,000 - 200,000; Full time

Job summary

A financial services group is looking for a Manager to lead client and business acquisition efforts. You will generate new business through effective marketing and existing networks, focusing on building trusting relationships with key customers. The ideal candidate should have over 5 years of experience in banking, possess strong knowledge of UAE banking regulations, and excel in sales and financial analysis. This is an exciting opportunity to contribute to a thriving team in Abu Dhabi.

Qualifications

• 3+ years experience in financial analysis or wealth management.
• Knowledge of UAE banking regulations and practices.
• Experience in sales and product development for priority banking.

Responsibilities

• Generate new business through marketing and existing networks.
• Build trust relationships with key customers.
• Monitor service levels and customer satisfaction remotely.

Skills

Financial analysis

Sales

Customer relationship management

Risk assessment

Communication

Education

University degree or recognized professional certificate

Job description

Description

Responsibilities

Client/ Business Acquisition

• Generating of 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 in-bound 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.

Channels Cooperation

• Making referrals to other channels based on identified customer needs.
• Smoothly implementing of Priority Banking services across surrounding branches

Management of service delivery

• Monitoring service levels for customer satisfaction remotely.
• Customer retention efforts with personal involvement in complaint resolution account closures and inquiries remotely.
• Getting ad-hoc customer feedback remotely.

Control and Risk Mitigation

• 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 ADIBs Retail Banking products & services
• Experience in sales product development or wealth advisory to priority banking customers/ retail HNIs
• Broad knowledge of ADIBs 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
• Computer Skills

Previous experience

Minimum (5) years Related Banking experience in U.A.E

Required Experience

Manager