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Relationship Manager Retail Banking

First Abu Dhabi Bank

United Arab Emirates

On-site

AED 180,000 - 250,000

Full time

5 days ago
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Job summary

A leading banking institution is seeking a Relationship Manager to enhance retail banking relationships. The ideal candidate will excel in client acquisition, account management, and financial advisory, ensuring tailored banking solutions while contributing to team performance and customer satisfaction goals.

Qualifications

  • Minimum 5 years of experience in retail customer relationship management.
  • Mandatory certifications: SCA (CISI Level 3) and UAE Rules & Regulations.
  • Proficient in account planning, client acquisition, and portfolio management.

Responsibilities

  • Acquire new customers and propose tailored banking solutions.
  • Develop account plans for portfolio clients and ensure regular engagement.
  • Monitor account activity and ensure compliance with regulations.

Skills

Interpersonal skills
Negotiation skills
Customer-centric mindset
Attention to detail

Education

Bachelor's degree in Business Administration
Bachelor's degree in Finance
Bachelor's degree in Banking

Job description

Job Overview
As a Relationship Manager, you will be responsible for acquiring new clients, managing existing retail banking relationships, and promoting the bank s financial products and services. You will play a key role in account planning, customer engagement, cross-selling, and ensuring service excellence across all client touchpoints.

Key Responsibilities

* Acquire new customers by identifying needs, proposing tailored banking solutions, and coordinating with product teams
* Develop and execute account plans for portfolio clients, ensuring regular engagement and proactive service delivery
* Maintain in-depth knowledge of clients accounts, product usage, and financial activity to provide personalized advice and offerings
* Build long-term relationships and act as the primary point of contact for all account-related services and escalations
* Conduct regular client meetings to discuss financial needs, introduce new products, and explore cross-sell opportunities
* Monitor account activity, ensure compliance with regulatory and risk management standards, and uphold operational controls
* Collaborate with internal departments (Risk, Legal, Operations, Technology) to deliver a seamless customer experience
* Stay informed about market trends, customer behaviors, and regulatory changes to adapt relationship strategies accordingly
* Achieve personal performance targets and contribute to team goals on acquisition, retention, and customer satisfaction
* Support continuous self-development through FAB training and external certifications as required

Job Requirements

* Minimum 5 years of experience in retail customer relationship management within the banking sector
* Bachelor s degree in Business Administration, Finance, Banking, or a related field
* Mandatory certifications: SCA (CISI Level 3) and UAE Rules & Regulations
* Strong interpersonal and negotiation skills with a customer-centric mindset
* Knowledge of retail banking products, account operations, and financial advisory practices
* Proficient in account planning, client acquisition, and portfolio management
* Ability to manage multiple client relationships while delivering quality service and cross-sell performance
* Self-motivated and goal-driven with strong attention to detail and regulatory compliance

Company Industry

  • Banking
  • Broking

Department / Functional Area

  • Finance
  • Treasury

Keywords

  • Relationship Manager Retail Banking

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