Relationship Manager

Mashreqbank PSC; United Arab Emirates; On-site; AED 200,000 - 300,000; Full time

Job summary

A leading financial services provider in the UAE is seeking a professional to manage a portfolio of HNW clients. The role involves developing close relationships to maximize profitability and financial contributions. Candidates should possess strong sales and interpersonal skills and have a minimum of 5-6 years of experience in banking or financial services. The position offers an opportunity to enhance the bank's client relationships and contribute to product sales across various financial services.

Qualifications

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

Responsibilities

• Develop close relationships with HNW clients to achieve contribution goals.
• Source new business through referrals and marketing.
• Optimize client base value and achieve revenue goals.

Skills

Strong selling & financial markets knowledge

Strong interpersonal skills

Relationship Management Networking skills

Excellent communication and negotiation skills

Education

University Graduate

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.
• Maintain proactive client contact.

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.