Relationship Manager- Priority Banking

ADIB Group; Ras Al Khaimah; On-site; AED 120,000 - 180,000; Full time

Job summary

A leading banking group seeks a Relationship Manager for Priority Banking to drive client acquisition and manage affluent customer relationships. The ideal candidate will leverage their expertise in financial products and services to deliver tailored solutions, ensuring high levels of customer satisfaction in a competitive market. Applicants must have at least 5 years of relevant banking experience in the UAE and possess recognized financial certifications.

Qualifications

• Minimum of 5 years of banking experience in the UAE.
• Experience in financial analysis, investment, and wealth management.
• Broad knowledge of local banking regulations and standards.

Responsibilities

• Attract and manage financial relationships with affluent clients.
• Generate new business through marketing activities and networks.
• Monitor service levels and customer satisfaction regularly.

Skills

Client Acquisition

Financial Analysis

Wealth Management

Risk Mitigation

Sales Skills

Team Leadership

Training & Presentation Skills

Education

University degree or recognized professional certificate

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)

Job description

Description

Role : Relationship Manager- Priority Banking
Location : RAK
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
RESPONSIBILITIES:

1. 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.
2. Channels Cooperation:
Making referrals to other channels based on identified customer needs.
Smoothly implementing of Priority Banking services across surrounding branches.
3. 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.
4. 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 Technical Competencies 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.

Specialist Skills / Technical Knowledge Required for this role:

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

Required Experience:

Manager