Relationship Manager- Priority Banking

ADIB Group; Abu Dhabi; On-site; AED 90,000 - 130,000; Full time

Job summary

ADIB Group in Abu Dhabi seeks a Relationship Manager - Priority Banking to attract, deepen and manage affluent client relationships using a full range of banking products.

You will work in a team to deliver complete financial solutions, conduct risk assessments, and drive cross-sell while upholding ADIB's service standards and regulatory requirements.

Qualifications

• University degree or a recognized professional certificate.
• Minimum 3 years of experience in 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.
• Good computer skills and proficiency with standard office software.

Responsibilities

• Generate new business through outbound marketing, gold center contacts, and existing networks.
• Increase revenue and productivity via cross-selling and up-selling.
• Acquire new-to-bank customers and identify expansion opportunities.
• Convert inbound/outbound leads to sales and promote the bank's financial products.
• Build and maintain trusted relationships with key clients and a loyal referral network.
• Ensure high-quality service delivery and prompt resolution of inquiries and complaints.
• Review credit applications and ensure proper documentation in compliance with policies.
• Monitor risk profiles and contribute to process improvements.

Skills

Sales experience

Wealth advisory

Financial analysis

Education

University degree or professional certificate

Tools

Computer skills

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

• 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 ADIBs Retail Banking products & services.
• Experience in sales product development or wealth advisory to priority banking customers/ retail.

HNIs

• Broad knowledge of ADIBs Retail Credit & Operational Policies & Procedures
• Specific Knowledge of UAE banking practices regulations & risks
• UAE Financial Rules & Regulations Certification
• International Certificate in Wealth and Investment Management (Level 3)
• Risk in Financial Services Certification
• International Certificate in Advanced Wealth Management (Level 4)
• Good Knowledge of competitors in the local market
• Must have led a team of professionals
• Detailed knowledge of service standards
• Training & Presentation skills
• Computer Skills

Previous experience:

Minimum (5) years of Related Banking experience in U.A.E

Required Experience:

IC