Premium Banking HNW Relationship Manager

United Arab Bank

Sharjah

On-site

AED 300,000 - 520,000

Full time

12 days ago
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Job summary

United Arab Bank in Sharjah seeks a dedicated Wealth Manager to service High Net Worth clients with personalized solutions and build strong, long-term relationships. You will promote cross-selling of bank products, manage investment requirements, and work toward annual and monthly financial targets.

The role focuses on sourcing and servicing investments such as mutual funds, life insurance, bonds, sukuk, and housing/loan products, while ensuring superior client experience and adherence to risk

Qualifications

  • University Graduate in Marketing, Banking, Finance or similar field.
  • CISI level 3 and ESCA Rules and Regulations Certification is a must.
  • Experience in Wealth Management or HNW client servicing is preferred.

Responsibilities

  • Optimize client base value by delivering Wealth Management products and services.
  • Identify financial needs of HNW clients and recommend appropriate products.
  • Achieve revenue, sales and portfolio growth targets across liabilites, assets and fees.
  • Broadening and deepening relationships with BANK customers through calls and meetings.
  • Acquire new HNW clients and manage their portfolios while maintaining exceptional service.

Education

University Graduate in Marketing, Banking, Finance or similar field
CISI level 3
ESCA Rules and Regulations Certification

Job description

United Arab Bank in Sharjah seeks a dedicated Wealth Manager to service High Net Worth clients with personalized solutions and build strong, long-term relationships. You will promote cross-selling of bank products, manage investment requirements, and work toward annual and monthly financial targets.

The role focuses on sourcing and servicing investments such as mutual funds, life insurance, bonds, sukuk, and housing/loan products, while ensuring superior client experience and adherence to risk

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