Relationship Manager - Priority Banking

VerifiedJobs.ae; Ras Al Khaimah; On-site; AED 120,000 - 200,000; Full time

Job summary

A financial services institution in Ras Al Khaimah is looking for a candidate to manage relationships with High Net Worth Individuals (HNI). The role involves acquiring new customers, cross-selling banking products, and meeting revenue targets. Candidates must have a CISI certification and experience in priority banking or private banking management, plus fluency in Arabic. The position also includes supervising junior staff and optimizing account performance.

Qualifications

• Experience in Priority Banking or Private Banking relationship management.
• CISI professional certification required.
• Fluency in Arabic is necessary.

Responsibilities

• Acquire new HNI customer relationships through sales.
• Ensure cross-selling and referrals to other areas.
• Meet assigned targets on WM revenue, FX revenue deposits, and assets.
• Review account performance and optimize returns.
• Comply with policies to protect organizational interests.
• Supervise junior relationship support staff.

Skills

Customer relationship management

Sales skills

Relationship management

Cross-selling

Fluency in Arabic

Education

CISI profession certification

Job description

Job Description

Job Purpose

• Acquire new to bank HNI customer relationships satisfying the priority banking criteria through sales of liability, Asset and investment products
• To ensure cross sell and refer business to other areas of the bank
• To be conversant with the full range of PRB Banking products and services
• Meet all assigned targets on WM revenue, FX revenue Deposits and Assets consistently month on month
• Regularly review account performance and make appropriate recommendations for optimizing returns.
• Comply with the approved policies, procedures and norms to protect the organization's and customers interests.
• Supervise and guide a team of junior relationship / support staff to deliver targeted results.

Qualifications & Experience

• CISI profession certification
• Experience in Priority Banking or Private Banking relationship management
• Arabic speaking

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