Relationship Manager- Priority Banking

ADIB - Abu Dhabi Islamic Bank

Abu Dhabi

On-site

AED 350,000 - 520,000

Full time

14 days+

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Job summary

ADIB - Abu Dhabi Islamic Bank in Abu Dhabi seeks a Relationship Manager for Priority Banking to attract, deepen and manage affluent client relationships, offering a full suite of banking products. You will collaborate with a team to provide comprehensive financial solutions and preserve high levels of client satisfaction.

The role emphasizes acquiring new clients, growing revenue through cross-selling, and maintaining strong client trust while adhering to risk and policy requirements.

Qualifications

University degree or a recognized professional certificate.
3+ years in financial analysis, financial markets, investment, wealth management or financial planning.
Knowledge of ADIB’s Retail Banking products & services.
Experience in sales, product development or wealth advisory to priority banking customers/retail.

Responsibilities

Acquire new clients via outbound and inbound activities.
Cross-sell and up-sell to deepen wallet share.
Develop wealth management solutions for Priority Banking clients.
Assess client risk profiles and match solutions accordingly.
Promote ADIB Priority Banking services across branches.
Monitor client satisfaction and resolve complaints promptly.
Lead and participate in risk reviews and documentation quality.

Skills

Client relationship management

Sales experience

Wealth advisory

Financial planning

Education

University degree or professional certificate

Job description

Role : Relationship Manager- Priority Banking

Location : Abu Dhabi

Role Purpose:

To attract, deepen, grow and manage financial relationships with affluent clients, using full range of banking products and tools, utilizing a team-based approach to provide complete solutions to clients’ financial needs.

Key Accountabilities of the role

Client/ Business Acquisition :

Generating of new business via out marketing activities, gold center contacts and existing network.
Increasing team revenue and productivity by cross- selling and up-selling.
Acquiring new to bank customers.
Identifying new potential expansion locations.
Converting in-bound and outbound leads to sales.
Building a strong trust relationship with key customers.
Maintaining a loyal pool of customers/alliances who refer potential customers.
Carrying out the function(s) of promoting the financial products.
Collection of the required information and data.
Evaluation of the clients’ ability and appetite to handle the risks (Risk Profile) and the detailed functions associated therewith.

Channels Cooperation:

Making referrals to other channels based on identified customer needs.
Smoothly implementing of Priority Banking services across surrounding branches.

Management of service delivery:

Monitoring service levels for customer satisfaction
Customer retention efforts with personal involvement in complaint resolution, account closures and inquiries.
Getting ad-hoc customer feedback.

Control and Risk Mitigation:

Reviewing of credit applications
Adhering to laid out processes and procedures
Ensuring appropriate and adequate documentation
Identifying trends of errors and proactively advice processes improvements

Specialist Skills / Technical Knowledge Required for this role:

University degree or a recognized professional certificate.
Experience of no less than three years in the area of the financial analysis, financial markets, investment, wealth management, or financial planning.
Detailed knowledge of ADIB’s Retail Banking products & services.
Experience in sales, product development or wealth advisory to priority banking customers/ retail.

HNIs