Senior HNWI Banking Relationship Manager

Commercial Bank International

Dubai

On-site

AED 180,000 - 300,000

Full time

6 days ago
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Job summary

Commercial Bank International in Dubai seeks a high-performing professional to develop new business with High-Net-worth Individuals and Business Professionals. You will build relationships, tailor banking solutions, and promote loans, cards, accounts, and investments.

With 4+ years in retail banking, you will drive client meetings, cross-sell opportunities, and maintain top service standards while adhering to policies and audits. Fluency in English and Arabic is essential.

Qualifications

  • University degree in a related field.
  • Minimum of 4 years’ experience in the banking industry - Retail sector.
  • Excellent English & Arabic communication skills.
  • Closing Skills, Motivation for Sales, Prospecting Skills, Sales Planning, Selling to Customer Needs, Market Knowledge, Presentation Skills, Meeting Sales Goals, Professionalism
  • Ability to deal with multi-cultural individuals from varying nationalities and focus on details.

Responsibilities

  • Develop and maintain strong relationships with new and existing clients and understand clients’ financial needs and provide tailored banking solutions.
  • Take part and facilitate CBI outdoor activities, road shows, joint promotions & presentations to companies to promote CBI products and services when required.
  • Provide a superior level of customer relations and service and ensure compliance with CBI policies and procedures, enhancing organization reputation by owning new requests and adding value.
  • Promote and sell banking products such as loans, credit cards, accounts, and investment services.
  • Achieve assigned sales and revenue targets.
  • Conduct regular client meetings and follow-ups to ensure high levels of customer satisfaction and retention.
  • Identify opportunities to cross-sell and up-sell bank products.
  • Propose market studies for potential customers and existing competition to select best action plan for short and medium terms.
  • Understand market aspects and apply during day-to-day activities.
  • Apply basic concepts and techniques while selling products targeted at predetermined needs of the customers.
  • Update job knowledge by educational opportunities, reading, networking, and professional organizations.
  • Act in the best interest of CBI and highlight concerns related to customer behavior.
  • Ensure actions required by Internal/External Audit are completed timely.
  • Complete compliance actions; respond to CBUAE and compliance requests within timelines.
  • Resolve client issues and provide prompt service.
  • Ensure onboarding quality and documentation through onboarding stages.
  • Perform other duties as assigned by management.

Skills

English & Arabic communication
Closing skills
Sales motivation
Prospecting skills
Sales planning
Selling to customer needs
Market knowledge
Presentation skills
Meeting sales goals
Professionalism
Multicultural interaction
Detail orientation
Strong personality

Education

University degree in related field

Job description

Commercial Bank International in Dubai seeks a high-performing professional to develop new business with High-Net-worth Individuals and Business Professionals. You will build relationships, tailor banking solutions, and promote loans, cards, accounts, and investments.

With 4+ years in retail banking, you will drive client meetings, cross-sell opportunities, and maintain top service standards while adhering to policies and audits. Fluency in English and Arabic is essential.

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