Relationship Manager, Banks & Financial Institutions

Deutsche Börse Group; United Arab Emirates; On-site; AED 150,000 - 190,000; Full time

Job summary

Deutsche Börse Group in the United Arab Emirates seeks a proactive Relationship Manager to grow client networks in banks and financial institutions, ensuring KYC/AML compliance and strong governance across the lifecycle.

You will manage onboarding, liaise with compliance, credit and middle-office, present proposals, monitor client profitability, and drive cross-selling while staying up to date with market trends and product developments.

Qualifications

• 4-6 years of experience in securities/banking, with custodian bank or securities house preferred.
• Minimum Bachelor's degree.
• Banking experience preferably in Securities Services or Treasury/Capital Markets.
• KYC experience with Compliance AML/CFT knowledge.
• Work in a multicultural environment (internally and externally).
• Good presentation skills.
• Strong communication skills.

Responsibilities

• Initiate, establish, and maintain excellent relationships with existing and prospective customers (banks and financial institutions).
• Act as First Line of Defense, always up to date on client's status, KYC/AML, adverse media.
• Collect full KYC documentation and related requirements for clients under responsibility.
• Update/upload CRM tool for documents collected.
• Work on meeting the targets set (new relations, financial targets, increase business, cross-selling, and self-development).
• Support line manager to execute agreed business plan.
• Identify opportunities and work with Line Manager to realize the opportunity and update the CRM tool.
• Identify any Business at Risk and raise it to Line Manager and update the CRM tool.
• Ensure KYC Reviews are completed on time.
• Monitor clients MIS and profitability to identify potential opportunities, business trend, or any suspicious/irregular activities (to raise to 2 LOD)
• Always stay up to date with new procedures and policies and follow the Global RM and Sales Roles and Responsibilities Handbook.
• Keep abreast of market updates, products developments, and competitors.
• Prepare and present proposals and product presentations to potential new customers.
• Handle the client onboarding process from initial contact until account activation.
• Liaise with all internal stakeholders (compliance, credit, middle-office) during the lifecycle of the client's relation.
• Ensure clients onboarded have full access to system, trainings done to manage their accounts, and reporting setup done.
• Support clients on all products subscription (required documents, filling forms, internal follow-ups with Documentation and product teams).
• Manage escalated customer queries and provide solutions to customer issues.

Skills

Relationship Management

KYC/AML

Securities Services

English

Multicultural environment

Presentations

Communication

Education

Bachelor's degree

Tools

CRM

Job description

Deutsche Börse Group in the United Arab Emirates seeks a proactive Relationship Manager to grow client networks in banks and financial institutions, ensuring KYC/AML compliance and strong governance across the lifecycle.

You will manage onboarding, liaise with compliance, credit and middle-office, present proposals, monitor client profitability, and drive cross-selling while staying up to date with market trends and product developments.