Senior Relationship Manager - Wealth Coverage - UAE And International

ADIB - Abu Dhabi Islamic Bank; Al Ain; On-site; AED 300,000 - 600,000; Full time

Job summary

ADIB - Abu Dhabi Islamic Bank in Al Ain is seeking a Senior Relationship Manager for Wealth Coverage. You will drive client acquisition and manage relationships in Priority and Private Banking, targeting high-net-worth individuals locally and internationally.

You will source wealth and liability products, leverage the bank's global network, and lead onboarding with strict regulatory compliance while aiming to grow AUM and cross-border business.

Qualifications

• Minimum 3–5 years of experience in wealth management, priority banking, or private banking.
• Strong understanding of wealth products and liability solutions.
• Excellent communication and relationship-building skills.
• Knowledge of regulatory requirements for wealth management.
• Ability to source new clients and manage high-net-worth relationships.

Responsibilities

• Source NTB clients within Priority and Private Banking.
• Build and maintain long-term client relationships.
• Develop personalized client acquisition strategies.
• Engage with clients via outreach, networks, events, and branches.
• Promote wealth and liability products tailored to client needs.
• Collaborate with product specialists and credit teams to develop bespoke solutions.
• Leverage the bank's international network to source cross-border opportunities.
• Lead client onboarding with complete KYC and regulatory compliance.
• Achieve targets for wealth revenues and portfolio growth.
• Represent the bank at events to generate leads and enhance brand presence.

Skills

Wealth management

Relationship management

Client acquisition

Cross-border sourcing

Job description

Job Description:

Role : Senior Relationship Manager - Wealth Coverage - UAE & International
Location : Alain
Role Purpose:
The role is responsible for driving client acquisition and managing relationships within the Priority and Private Banking segments. The role involves identifying and engaging (HNWIs) and (UHNWIs) both locally and internationally, based on Priority & Private banking qualifying criteria.

The SRM will source and cross-sell wealth management and liabilities products, contributing to the growth of the banks portfolio and overall front-end revenue. This includes utilizing the banks extensive global network and resources to identify opportunities across various markets where the bank has a presence.
Key Accountabilities of the role
Client Acquisition & Relationship Management:

• Proactively source NTB clients within the Priority and Private Bankingsegments, ensuring alignment with the banks qualifying criteria for wealth management services.
• Build and maintain long-term relationships with existing clients, ensuring consistent engagement and satisfaction.
• Develop a personalized approach to client acquisition by understanding clients financial goals, needs, and risk profiles.
• Engage with potential clients via targeted outreach, leveraging internal and external networks, local & international branches, events, and marketing initiatives.

Sourcing Wealth and Liability Products:

• Promote and sell a full range of wealth management products, including Sukuk, Structure products, Mutual Funds, BancaTakaful, and other banking solutions, tailored to meet the specific needs of HNWIs and UHNWIs.
• Source and cross-sell liability products and mortgages to clients, ensuring appropriate product placement based on individual client circumstances.
• Collaborate with product specialists, credit teams, and other internal resources to develop bespoke solutions for clients.

Market Expansion & Cross-Border Sourcing:

• Leverage the bank’s international network to source clients and business opportunities from global markets where the bank has a presence, including the identification of cross-border wealth and liability needs.
• Stay up to date with market trends and competitor offerings to ensure the bank’s wealth and liability products remain competitive across all markets.

Client Onboarding & Documentation:

• Lead the client onboarding process, ensuring all necessary documentation, compliance, and KYC are completed in a timely and accurate manner.
• Ensure adherence to regulatory guidelines and internal policies related to client account management.

Revenue Generation & Targets:

• Achieve assigned targets related to client acquisition, wealth revenues and portfolio growth, in line with bank-wide goals.
• Monitor, track, and report on performance metrics, identifying areas for growth and improvement.
• Ensure the successful cross-selling of a range of products to maximize the lifetime value of each client.

Networking & Brand Representation:

• Represent the bank at events, networking opportunities, and private client gatherings to enhance brand presence and generate leads.
• Develop a deep understanding of clients evolving needs and deliver exceptional service to ensure client retention and referrals.
  

Key Deliverables:

• Acquisition of NTB clients for priority and private banking.
• Growth in wealth revenues, including assets under management (AUM) and liabilities.
• Increase in (FX) revenues,
• Growth in NTW through targeted wealth management solutions

Specialist Skills / Technical Knowledge Required for this role:

• Strong understanding of wealth management products, private banking services, and liability solutions.
• Ability to source new clients and build long-term, profitable relationships with high-net-worth and ultra-high-net-worth individuals.
• Strong interpersonal and communication skills, with the ability to engage clients in a professional, confident, and approachable manner.
• Excellent understanding of the regulatory environment and compliance requirements for wealth management services.
• Strong analytical skills and attention to detail.
• A high degree of self-motivation, with a focus on achieving set targets.
  Previous experience:
• Minimum of 3-5 years of experience in wealth management, priority banking, private banking.

Requirements: