Relationship Manager - Priority Banking

Commercial Bank International; Dubai; On-site; AED 350,000 - 550,000; Full time

Job summary

Commercial Bank International seeks a Wealth Management Specialist to cultivate a portfolio of affluent clients in Dubai, understanding their financial needs and delivering tailored solutions. You will conduct client profiling, perform periodic reviews, and drive revenue across investments, deposits, mortgages, credit cards, and bancassurance, while ensuring strict KYC and regulatory compliance.

The ideal candidate has 7+ years in retail banking with strong relationship, negotiation, and CRM

Qualifications

• University degree in Marketing or Finance.
• Minimum 7 years experience in banking, retail & sales.

Responsibilities

• Understand customer needs and profile clients via needs analysis.
• Conduct client portfolio reviews and financial checks per timelines.
• Achieve revenue goals and growth across a range of products and services.
• Deliver wealth management solutions and optimize portfolio value.
• Ensure compliance with KYC, policies, audits and Central Bank requirements.

Skills

Relationship building

Communication

Financial products

Negotiation

Presentation skills

CRM software

Education

University degree in Marketing or Finance

Tools

CRM software

Job description

To cultivate and manage a portfolio of affluent clients by providing tailored services, fostering strong relationships, recommending relevant products, driving profitability, and ensuring long-term customer loyalty and retention.

Duties and Responsibilitie s:

• Understand customer needs, identify financial and non-financial requirements by conducting financial need analysis (Client Profiling)
• Responsible to conduct customer portfolio reviews and financial checks for each client as per agreed timelines
• Achieve revenue goals, sales and portfolio growth targets across a range of products and services (Investments, Term Deposits, CASA balances, Mortgages, Credit Cards, Bancassurance.
• Optimize the potential value of the priority base through the delivery of wealth management products and services
• Resolve client queries without further escalation.
• Perform any other duties or responsibilities that are consistent with the role as assigned by management.
• Collaborate with internal and external specialists and support team to ensure provision of superior and tailored wealth management solutions to clients.
• Perform KYC checks and exercise due diligence to identify and report unusual or irregular account activity, corruption, money laundering suspicion, fraud cases so as to protect the interest of the Bank and customers.
• Ensure compliance with Bank-wide Compliance policies and procedures, Audit worthiness and Central Bank requirements.

Qualification and Experience:

• University degree in related business fields- Marketing, Finance.
• Minimum 7 years experience in banking industry, Retails & sales sector.

Key Skills:

• Strong relationship-building and networking abilities
• Excellent communication and interpersonal skills
• Expertise in financial products and services
• Strong negotiation and presentation skills
• Proficient in CRM software and client management tools