Relationship Manager, Private Banking

VerifiedJobs.ae; Abu Dhabi; On-site; AED 100,000 - 150,000; Full time

Job summary

A leading financial services firm is seeking a skilled Relationship Manager for high-net-worth clients in Abu Dhabi. Responsibilities include growing the assets under management (AUM) and driving revenue targets by providing comprehensive banking services. Candidates should have experience in investment advisory for UHNW clients and a strong background in communication, negotiation, and financial analysis. A Bachelor's degree is required for visa purposes. Join a performance-driven team in a dynamic environment.

Qualifications

• Bachelor Degree is required for UAE visa.
• Experience in relationship management with UHNW clients.
• Proven track record in business development and revenue growth.
• Excellent negotiation and communication skills.

Responsibilities

• Grow revenues and increase AUM of portfolio.
• Drive achievement of revenue targets and customer satisfaction.
• Generate new opportunities through referrals and contacts.
• Provide full-service banking to high-net-worth clients.
• Manage junior coverage staff for client performance.

Skills

Relationship management

Investment advisory

Commercial skills

Negotiation skills

Communication skills

Financial analysis

Customer service focus

Attention to detail

Education

Bachelor's Degree

Job description

Job Description

In this role, you will

• Grow revenues, increase AUM of portfolio and increase inflows of net new money (NNM).
• Drive achievement against targets for revenue generation, product alignment, customer satisfaction and cost containment.
• Generate new opportunities out of referrals from existing clients or through other contacts to UHNW families and their respective family offices.
• Provide full-service banking and all transactions to high-net-worth individual clients by the extension of credit and the marketing of company services.
• Grow HSBC's share of client wallet involving product specialists to ensure product capabilities are in line with client/sector requirements.
• Identify event driven opportunities on an opportunistic basis, bringing in sector/country expertise as appropriate.
• Provide support to clients portfolio management – in close collaboration with the responsible Investment Counsellor.
• Establish and maintain networks for co-operation with other HSBC businesses, to support the creation of solutions to customer needs that span geographical/product boundaries and regulatory environments.
• Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality & requisite returns on risk.
• Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
• Manage junior coverage staff to support and deliver client performance against plan.
• Follow‑up on a regular basis and provide advice to enhance clients profitability in line with the risk appetite.
• Lead by example through financial results with excellent corporate behaviour.

To be successful in the role, you should meet the following requirements:

• Bachelor Degree is a must to obtain a UAE visa.
• Experience in relationship management / investment advisor experience in the banking sector with UHNW segment clients, with significant experience in originating and serving region based UHNW and upper HNW clients and families.
• Proven track record developing business, assets growth and revenue generation.
• Excellent commercial and negotiation skills.
• Highly developed communication skills for use in direct client contact and problem solving.
• Ability to provide strong financial and statistical analysis.
• Strong customer service focus.
• Attention to detail and the ability to think creatively to solve problems.
• Willingness to work in a target driven and high performance environment.
• Excellent understanding of financial markets and products.

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