Senior Relationship Manager - Priority Banking

ADIB - Abu Dhabi Islamic Bank; Abu Dhabi; On-site; AED 120,000 - 200,000; Full time

Job summary

ADIB - Abu Dhabi Islamic Bank is seeking a Senior Relationship Manager for Priority Banking. The role involves acquiring and managing relationships with affluent clients, promoting banking products, and ensuring high service standards. Candidates should have at least five years of experience in financial management or wealth advisory, strong knowledge of banking practices in the UAE, and must have led a team. A university degree and relevant certifications are essential for this position.

Qualifications

• Minimum of five years experience in financial analysis, markets, or wealth management.
• In-depth knowledge of ADIB's Retail Banking products.
• Must have led a team and possess knowledge of UAE banking regulations.

Responsibilities

• Attract and manage affluent clients, using banking products.
• Generate new business through marketing and networks.
• Address customer inquiries and retention efforts.

Skills

Client Acquisition

Sales and Marketing

Financial Analysis

Risk Management

Education

University degree or recognized professional certificate

International Certificate in Wealth and Investment Management (Level 3)

Job description

Senior Relationship Manager - Priority Banking Job Description

Role : Senior Relationship Manager - Priority Banking

Role Purpose :

To attract, deepen, grow and manage financial relationships with affluent clients, using full range of banking products and tools, utilizing a team-based approach to provideplete solutions to clients' financial needs

Key Accountabilities of the role

Client / Business Acquisition :

• Generating of new business via out marketing activities, gold center contacts and existing network
• Increasing team revenue and productivity by cross- selling and up-selling.
• Acquiring new to bank customers
• Identifying new potential expansion locations
• Converting in-bound and outbound leads to sales
• Building a strong trust relationship with key customers
• Maintaining a loyal pool of customers / alliances who refer potential customers

Channels Cooperation :

• Making referrals to other channels based on identified customer needs
• Smoothly implementing of Priority Banking services across surrounding branches

Management of service delivery :

• Customer retention efforts with personal involvement inplaint resolution, account closures and inquiries.
• Getting ad-hoc customer feedback.

Control and Risk Mitigation :

• Carrying out the function(s) of promoting the financial products.
• Collection of the required information and data
• Evaluation of the clients' ability and appetite to handle the risks (Risk Profile) and the detailed functions associated therewith.
• Reviewing of credit applications
• Adhering to laid out processes and procedures
• Ensuring appropriate and adequate documentation
• Identifying trends of errors and proactively advice processes improvements

Specialist Skills / Technical Knowledge Required for this role :

• University degree or a recognized professional certificate.
• Experience of no less than five years in the area of the financial analysis, financial markets, investment, wealth management, or financial planning
• Detailed knowledge of ADIB's Retail Banking products & services
• Experience in sales, product development or wealth advisory to priority banking customers / retail HNIs
• Broad knowledge of ADIB's Retail Credit & Operational Policies & Procedures
• Specific Knowledge of UAE banking practices , regulations & risks
• UAE Financial Rules & Regulations Certification
• International Certificate in Wealth and Investment Management (Level 3)
• Good Knowledge ofpetitors in the local market
• Must have led a team of professionals
• Detailed knowledge of service standards

Job ID 300002446365023

Relationship Manager • Abu Dhabi, United Arab Emirates