Senior Relationship Manager

SUNDUS MANAGEMENT CONSULTANCY & STUDIES BUREAUL.L.C; Abu Dhabi; On-site; AED 400,000 - 700,000; Full time

Job summary

SUNDUS MANAGEMENT CONSULTANCY & STUDIES BUREAUL.L.C in Abu Dhabi invites a seasoned Senior Relationship Manager to cultivate and maintain long‑term relationships with high‑profile clients, ensuring their needs are met through personalized service and strategic solutions. You will analyze client portfolios to identify growth opportunities and recommend tailored financial products aligned with their goals.

As a trusted advisor, you will provide industry insights and market trends to help clients

Qualifications

• Bachelor’s degree in finance, business administration, or a related field; an MBA is highly preferred to enhance strategic thinking.

Responsibilities

• Cultivate and maintain long‑term relationships with high‑profile clients, ensuring their needs are met through personalized service and strategic solutions.
• Analyze client portfolios to identify growth opportunities and recommend tailored financial products that align with their goals.
• Act as a trusted advisor by providing industry insights and market trends to help clients make informed decisions.
• Collaborate with internal teams to design and implement comprehensive account strategies that drive client satisfaction and retention.

Skills

Relationship management

Portfolio analysis

Financial product knowledge

Strategic planning

Client advisory

Education

Bachelor's degree

MBA (preferred)

Job description

Cultivate and maintain long‑term relationships with high‑profile clients ensuring their needs are met through personalized service and strategic solutions Analyze client portfolios to identify growth opportunities and recommend tailored financial products that align with their goals Act as a trusted advisor by providing industry insights and market trends to help clients make informed decisions Collaborate with internal teams to design and implement comprehensive account strategies that drive client satisfaction and retention

Bachelor's degree in finance, business administration, or a related field; an MBA is highly preferred to enhance strategic thinking.

• Minimum of 7-10 years of experience in relationship management within the financial services or banking industry.
• Professional certifications such as CFA, CFP, or equivalent are a strong advantage, showcasing commitment to the field.
• Demonstrated track record of managing high-net-worth clients and achieving sales targets consistently.