Relationship Manager - Elite Banking

TALENTMATE

Dubai

On-site

AED 240,000 - 420,000

Full time

5 hours ago
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Benefits offered by this job

Medical coverage
Career development
High-performance culture

Job summary

RAKBANK is seeking a Relationship Manager – Elite Banking to acquire, manage, and grow relationships with affluent clients. You will deliver tailored wealth and lending solutions while driving portfolio growth and ensuring exceptional customer service.

Reporting to the VP & Team Manager – Elite Banking, you will work with internal stakeholders to maximize cross-sell opportunities and stay informed on market trends to provide informed guidance.

Qualifications

  • Bachelor's degree in Business, Finance or related field.
  • Minimum 5+ years in Relationship/Wealth Management or related.
  • CISI Level 3, ICWIM or UAE rules and regulations or SCA certified.

Responsibilities

  • Acquire, manage, and grow a portfolio of affluent and high-net-worth clients across liabilities, assets, investments, and revenue.
  • Drive new-to-bank client acquisition through networking, referrals, corporate engagements, and events.
  • Deepen existing client relationships by increasing share of wallet with wealth, investment, protection, and lending solutions.
  • Provide advisory-led financial solutions across deposits, mutual funds, fixed income products, structured investments, and treasury/FX.
  • Identify and generate lending opportunities, including mortgages and secured facilities.
  • Maintain highest standards of customer service, governance, KYC, AML, and regulatory compliance.

Skills

Relationship Mgmt
Wealth Mgmt
NTB Acquisition
Networking
Financial Advisory

Education

CISI Level 3
ICWIM UAE Rules
SCA certified

Job description

Job Description

At RAKBANK, we believe in fostering a culture of innovation, growth, and excellence. We are not just a bank, we are a community that thrives on collaboration, customer-centricity, and creating meaningful digital experiences that drive business impact.

As a Relationship Manager – Elite Banking, you will play a key role in acquiring, managing, and growing relationships with affluent and high-net-worth clients across liabilities, wealth, and lending solutions. Your focus will be on building strong, long-term partnerships by understanding client needs, delivering tailored financial and wealth management solutions, and ensuring exceptional customer satisfaction. You will be responsible for driving portfolio growth, deepening client engagement, generating investment and lending opportunities, and achieving budgeted targets while consistently upholding the banks policies, ethical standards, and code of conduct. Reporting to the Vice President & Team Manager – Elite Banking, you will be part of a dynamic team of high-performing professionals, working in a collaborative and fast-paced environment focused on delivering excellence, driving business growth, and enhancing RAKBANKs position within the UAEs premium banking landscape.

What You Will Be Doing
  • Acquire, manage, and grow a portfolio of affluent and high-net-worth clients while achieving targets across liabilities, assets, investments, and revenue.
  • Drive new-to-bank customer acquisition through networking, referrals, corporate engagements, community events, and strategic relationship building.
  • Deepen existing client relationships by increasing share of wallet through tailored wealth, investment, protection, and lending solutions.
  • Provide advisory-led financial solutions across deposits, mutual funds, fixed income products, structured investments, treasury/FX solutions, insurance, and other wealth offerings.
  • Identify and generate lending opportunities, including mortgages and secured credit facilities, ensuring clients receive holistic financial solutions.
  • Maintain the highest standards of customer service, governance, KYC, AML, suitability assessments, and regulatory compliance while delivering a superior Elite Banking experience.
  • Collaborate with internal stakeholders and product partners to maximize client acquisition, portfolio growth, and cross-sell opportunities.
  • Prepare and review credit applications while ensuring accurate documentation and adherence to internal policies and risk standards.
  • Stay informed of market developments, economic trends, competitor offerings, and investment opportunities to provide informed advice to clients.
  • Act as a trusted advisor to clients by delivering personalized financial strategies aligned with their wealth creation, preservation, and succession planning needs.
What We Are Looking For
  • Bachelors degree in Business, Finance, Banking, Economics, or a related field.
  • Minimum 5+ years of experience in Relationship Management, Wealth Management, Priority Banking, Private Banking, or Affluent Banking.
  • CISI Level 3, ICWIM and UAE rules and regulations or SCA certified
  • Proven track record in acquiring and managing affluent or high-net-worth customers with strong NTB acquisition capabilities.
  • Experience in advisory-led sales of investment products, wealth solutions, and liability products.
  • Strong understanding of wealth management, lending, mortgage, and investment solutions.
  • Excellent networking, relationship-building, communication, and business development skills with a customer-centric mindset.
What Is In It For You
  • Competitive, performance-linked compensation and incentive structure.
  • Comprehensive medical coverage for you and your family.
  • Inclusive, collaborative, and high-performance workplace culture.
  • Opportunity to work with one of the UAEs leading affluent and wealth banking propositions.
  • Exposure to innovative wealth management, investment, and banking solutions.
  • Professional development, leadership growth, and career advancement opportunities.
  • Opportunity to build meaningful client relationships and make a direct impact on the banks growth and success.
Job Details
  • Role Level: Mid-Level
  • Work Type: Full-Time
  • Country: United Arab Emirates
  • City: Dubai
  • Company Website: http://www.rakbank.ae
  • Job Function: Field Sales & Outdoor Services
  • Company Industry: /
  • Sector: Banking
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