Senior Relationship Manager

Mashreq; Dubai; On-site; AED 250,000 - 350,000; Full time

Job summary

A prominent financial institution in Dubai seeks an experienced professional to manage HNW client relationships. The role involves enhancing client service, sourcing new business, and achieving financial goals. Ideal candidates will have at least 10 years of relevant experience in the UAE's banking sector, strong selling skills, and a university degree. The bank offers a dynamic working environment focused on client success and market growth.

Qualifications

• Minimum of 10 years experience in a similar job with another bank/financial services in the UAE.
• Extrovert/Amiable personality.

Responsibilities

• Provide personalized service to HNW clients to develop close relationships.
• Achieve maximum profitable contribution for the client and the bank.
• Source new business from HNW individuals through referrals.
• Ensure clients are aware of all bank services.
• Optimize client base value through MG Products and Services.

Skills

Strong selling & financial markets knowledge

Strong interpersonal skills and cultural sensitivity

Relationship Management Networking skills

Excellent communication and negotiation skills

Education

University Graduate

CISI certified – level 3

Job description

Job Purpose

• To provide Portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank and retain their royalty and respect.
• Enhance Mashreq Gold Balance sheet sales/ revenues and promote cross selling of bank products to all existing clients.
• Source new business from HNW Mashreq Gold individuals through referrals, marketing activities and personal contacts.
• Ensure clients are aware of all financial services offered by the bank

Reach financial goals set for the role by the business as per annual and monthly financial targets, including x-sell and up-sell of products to customers, to existing and new to bank customers.

Key Result Areas

• Optimize the potential value of the client base through the delivery of MG Products and Services
• Communicate with HNW client and identify their financial needs
• Achieve Revenue Goals, sales and portfolio growth targets across a range of products and services
• Maximize profitability from the Gold base whilst countering competition from other providers offering alternative investments / WM opportunities
• Acquire New to Bank HNW clients.
• Maintain a superior customer service experience for clients including pre empting issues and proactive servicing.
• Safeguard the bank from potential loss / AML fraud / and ensure ethical behavior at all times during and after sales.
• Enhance market profile and awareness

Minimize customer attrition

Knowledge, Skills and Experience

Skills / Experience:

• University Graduate
• Strong selling & financial markets knowledge
• Strong interpersonal skills and cultural sensitivity
• Relationship Management Networking skills
• Extrovert/Amiable personality
• Minimum of 10 years experience in a similar job with another bank / financial services in the UAE
• Excellent communication and negotiation skills

CISI certified – level 3