Relationship Manager

Mashreq; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading financial institution in Dubai is seeking a professional to manage a portfolio of high-net-worth clients. You will develop strong relationships, achieve profitability goals, and ensure a superior customer service experience. Ideal candidates will have over 5 years of financial services experience, strong selling skills, and excellent communication abilities.

Qualifications

• Minimum of 5-6 years experience in a similar job with another bank / financial services in the UAE.
• Extrovert/Amiable personality.

Responsibilities

• Develop close relationships with HNW clients and achieve financial goals.
• Maximize profitability from the Gold base and counter competition.
• Maintain a superior customer service experience.

Skills

Strong selling & financial markets knowledge

Strong interpersonal skills

Relationship Management Networking skills

Excellent communication and negotiation skills

Education

University Graduate

Tools

CISI certified

Job description

Job Purpose

• To provide Portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank and retain their royalty and respect.
• Enhance Mashreq Gold Balance sheet sales/ revenues and promote cross selling of bank products to all existing clients.
• Source new business from HNW Mashreq Gold individuals through referrals, marketing activities and personal contacts.
• Ensure clients are aware of all financial services offered by the bank

Reach financial goals set for the role by the business as per annual and monthly financial targets, including x-sell and up-sell of products to customers, to existing and new to bank customers.

Key result Areas

• Optimize the potential value of the client base through the delivery of MG Products and Services
• Communicate with HNW client and identify their financial needs
• Achieve Revenue Goals, sales and portfolio growth targets across a range of products and services
• Maximize profitability from the Gold base whilst countering competition from other providers offering alternative investments / WM opportunities
• Acquire New to Bank HNW clients.
• Maintain a superior customer service experience for clients including pre empting issues and proactive servicing.
• Safeguard the bank from potential loss / AML fraud / and ensure ethical behavior at all times during and after sales.
• Enhance market profile and awareness
• Minimize customer attrition

Knowledge, Skills and Experience

• Skills / Experience :
• University Graduate
• Strong selling & financial markets knowledge
• Strong interpersonal skills and cultural sensitivity
• Relationship Management Networking skills
• Extrovert/Amiable personality
• Minimum of 5-6 years experience in a similar job with another bank / financial services in the UAE
• Excellent communication and negotiation skills

CISI certified