Relationship Manager, Elite

BlueSnap, Inc; Dubai; On-site; AED 250,000 - 350,000; Full time

Job summary

A leading bank in the UAE seeks an Elite Senior Relationship Manager to offer personalized banking services to Elite clients. Responsibilities include selling investment products, maintaining client relationships, and achieving financial targets. Ideal candidates will have a bachelor's degree and 8-10 years in investment sales or relationship management.

Qualifications

• 8 to 10 years of experience in investment sales or Relationship Management.
• Prior experience as a Relationship Manager in Priority Banking or Wealth Management in the UAE.

Responsibilities

• Sell Elite asset, liability, and investment products to meet targets.
• Proactively contact existing Elite customers to build relationships.
• Coordinate with the Special Accounts Unit regarding irregular accounts.

Skills

Customer Service

Sales

Relationship Management

Education

Bachelor's degree in Economics, Finance, Business Management, or Science

CISI/SCA qualification or equivalent

Job description

Operating in the UAE for over 50 years, CBD manages the financial requirements of some of the largest corporates and businesses operating in the country, driving the UAE economy. Over the years, CBD has transformed into a progressive and modern banking institution winning multiple awards for its digital initiatives, credit cards, bank accounts, mobile app features, and services.

CBD has been recognized as the number one bank in the UAE on the Forbes list of The World’s Best Banks 2022.

As we continue to build upon our successes, we are looking for ambitious individuals who are passionate about the banking and finance industry and the markets in which CBD operates. Just as important to us is your ability to demonstrate a talent for dealing with people — colleagues and customers alike — and delivering service that goes the extra mile.

Job Purpose:

You will be responsible for providing Elite customers with personalized banking services, including investment advice, and achieving financial targets.

Principal Accountabilities:

1. Sell Elite asset, liability, and investment products to meet targets.
2. Ensure all product applications are filled accurately, within the agreed timeframe, and all required documents are obtained to avoid rework.
3. Ensure all customer applications comply with CBD policy guidelines.
4. Proactively contact existing Elite customers and make the agreed number of appointments per week to review customer needs and promote suitable Elite products.
5. Meet with relevant Elite customers at suitable external locations as needed to build relationships, provide service, and close sales of Elite asset, liability, and investment products.
6. Coordinate with the Special Accounts Unit (Recovery) to implement actions regarding Elite irregular accounts.
7. Attend weekly and monthly team and area sales meetings to review performance and share best practices.
8. Maintain a high level of customer service at all times.
9. Achieve the financial targets set for the Elite Senior Relationship Manager role.

Requirements

Education and Experience:

• Bachelor's degree in Economics, Finance, Business Management, or Science, with CISI/SCA qualification or equivalent.
• 8 to 10 years of experience in investment sales or Relationship Management.
• Prior experience as a Relationship Manager in Priority Banking or Wealth Management in the UAE with an existing portfolio.