Relationship Manager for Banks & Financial Institutions

Deutsche Börse Group; Dubai; On-site; AED 250,000 - 450,000; Full time

Job summary

Deutsche Börse Group in Dubai seeks an experienced Relationship Manager to grow our client base in the securities and banking sector while upholding the highest standards of compliance.

You will manage client onboarding, KYC processes, CRM updates, and cross-sell products, coordinating with compliance, credit and middle-office to deliver superior service. The role requires 4–6 years of relevant experience, a Bachelor’s degree, and excellent communication in a multicultural environment.

Qualifications

• 4-6 years’ experience in securities/banking, with custodian bank or securities house preferred.
• Bachelor’s degree required.
• Banking experience in Securities Services or Treasury/Capital Markets preferred.
• KYC/AML knowledge.

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 CRM tool for documents collected.
• Meet targets: new relations, financial targets, increase business, cross-selling, and self-development.
• Support line manager to execute agreed business plan.
• Identify opportunities and update 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.
• Stay up to date with new procedures and policies and follow the Global RM and Sales Roles and Responsibilities Handbook.
• Liaise with internal stakeholders during the lifecycle of the client's relation.
• Ensure clients onboarded have full access to system, trainings done, and reporting setup done.
• Support clients on all products subscription (required documents, filling forms, internal follow-ups).
• Manage escalated customer queries and provide solutions.

Skills

Relationship management

KYC/AML

Communication skills

English language

Education

Bachelor's degree

Job description

Deutsche Börse Group in Dubai seeks an experienced Relationship Manager to grow our client base in the securities and banking sector while upholding the highest standards of compliance.

You will manage client onboarding, KYC processes, CRM updates, and cross-sell products, coordinating with compliance, credit and middle-office to deliver superior service. The role requires 4–6 years of relevant experience, a Bachelor’s degree, and excellent communication in a multicultural environment.