Relationship Manager- Priority Banking

Abu Dhabi Islamic Bank; United Arab Emirates; On-site; AED 268,000 - 402,000; Full time

Job summary

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 range of banking products and solutions. You will lead sales activities, cross-sell and up-sell, and collaborate with a team to deliver tailored financial planning and wealth advisory while maintaining risk and compliance.

The role emphasizes building trust with high-net-worth clients, expanding the client base, and delivering superior

Qualifications

• University degree or a recognized professional certificate.
• At least three 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.

Responsibilities

• Acquire new business via marketing activities, gold center contacts and existing network.
• Increase team revenue and productivity by cross-selling and up-selling.
• Acquire new to bank customers.
• Identify potential expansion locations.
• Convert inbound and outbound leads to sales.
• Build strong trust with key customers and maintain a loyal referral pool.
• Promote financial products and collect required information for risk profiling.
• Review credit applications and ensure proper documentation.

Skills

Sales experience

Wealth management

Financial analysis

Communication skills

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