Portfolio Relationship Manager (AUH)- Priority Banking

Stryker Corporation; Abu Dhabi; On-site; Confidential; Full time

Job summary

A leading financial services provider is seeking a dedicated professional with extensive banking experience to drive client acquisition and enhance service delivery in a dynamic environment. The ideal candidate will have a minimum of 5 years in banking within the UAE, possess a strong understanding of financial products, and be adept at building customer relationships. This position demands a deep knowledge of local banking regulations and the ability to lead a team towards achieving revenue goals, ensuring high levels of client satisfaction and compliance.

Qualifications

• Minimum 5 years of related banking experience in the UAE.
• Experience in financial analysis and wealth management.
• Knowledge of ADIB's Retail Banking products and services.

Responsibilities

• Generate new business through marketing activities.
• Increase team revenue by cross-selling.
• Maintain a loyal customer base.

Skills

Client relationship management

Financial market analysis

Sales and product development

Team leadership

Presentation skills

Education

University degree or recognized professional certificate

UAE Financial Rules & Regulations Certification

International Certificate in Wealth and Investment Management (Level 3)

Job description

Job 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 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
• Computer Skills

Previous Experience

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