Relationship Manager - Priority Banking, Emerging Affluent

Emirates Islamic; Abu Dhabi; On-site; AED 180,000 - 280,000; Full time

Job summary

Emirates NBD Priority Banking in Abu Dhabi seeks a Relationship Manager Emerging Affluent to grow and maintain client portfolios, profiling clients and addressing forex and asset requirements within the Priority Banking division. The role focuses on affluent clients and cross-functional wealth management opportunities.

You will cultivate relationships, meet financial targets, ensure compliance with KYC and risk policies, and deliver outstanding service to portfolio clients while maintaining

Qualifications

• 1–3 years in a sales role within financial services.
• Experience across retail and wealth management banking.

Responsibilities

• Cultivate and sustain virtual relationships with clients through dedicated relationship management.
• Achieve financial targets by selling and cross-selling bank products.
• Adhere to operational risk policies, sales processes and regulations, including KYC.
• Ensure daily customer contact to support portfolio clients.
• Maintain service quality to positively influence CSAT scores.
• Complete mandatory training and certifications on time and adhere to dress code.

Skills

Relationship management

Sales experience

Customer service

KYC compliance

Forex transactions

Education

University Degree in Business or Finance

Job description

Job Description nbsp Emirates NBD Priority Banking constitutes a pivotal segment within the Retail Banking Sector overseeing relationships with affluent clients Our team offers a diverse array of specialized products services and tailored experiences to cater to the discerning requirements of both individual and corporate customers As a Relationship Manager Emerging Affluent within the Priority Banking division your primary objective is to provide outstanding service to your clientele Your responsibilities involve the growth and maintenance of comprehensive client relationships including everything from initial profiling to addressing their Forex Liabilities and Asset requirements nbsp In this role you will be responsible for portfolios and serving salaried individuals earning a specific salary range This role presents an exciting opportunity to excel in relationship management within our esteemed banking environment nbsp

Responsibilities

• Cultivate and sustain virtual relationships with clients to retain them through dedicated relationship management efforts addressing service quality and operational concerns nbsp
• Achieve financial targets by selling and cross-selling bank products focusing on portfolio and asset growth wealth referrals and successful closure of referrals and Forex transactions nbsp
• Adhere to operational risk policies sales processes and regulations ensuring compliance with KYC procedures and safeguarding Emirates NBD s reputation nbsp
• Ensure daily customer contact is maintained and monitored to guarantee all portfolio clients receive necessary support and assistance nbsp
• Maintain exceptional service quality to positively influence CSAT scores within your portfolio nbsp
• Complete mandatory training and certifications promptly while maintaining punctuality meeting deadlines and adhering to Emirates NBD s dress code policy nbsp

Qualifications

• Education - University Degree in Business or Finance nbsp
• Experiences - 1 to 3 years in a sales role within the financial services banking industry - Experience across a wide range of Banking areas e g Retail and Wealth Management nbsp