Senior Virtual Banking Relationship Specialist

Abu Dhabi Commercial Bank; Dubai; Remote; AED 201,000 - 335,000; Full time

Benefits offered by this job

Market-leading medical insurance

Flexible and remote working options

Learning and development programs

Job summary

ADCB is seeking a Senior Virtual Relationship Officer to manage a Business Aspire client portfolio through structured virtual engagement. You will build deep client understanding, maintain contact plans, and support onboarding with cross-sell opportunities to drive revenue while ensuring risk and compliance requirements are met.

The role emphasizes digital onboarding, CRM usage, and regular activity reviews, with flexible remote working options and a focus on client satisfaction and portfolio

Qualifications

• At least 4 years in relationship management, focus on business banking.
• Bachelor's Degree in Business, Finance, Economics or related discipline.
• Certified Financial Planner or CFA-equivalent.
• Experience with business banking products and relationship management.
• Virtual and digital client servicing experience.

Responsibilities

• Manage an assigned portfolio of Business Banking Aspire clients through structured virtual engagement and in-depth understanding of their business and service needs.
• Maintain regular contact plans, review activity, respond to inquiries, and record interactions for client satisfaction and portfolio performance.
• Identify and progress new client opportunities via virtual channels and onboarding in line with processes.
• Review existing relationships to identify cross-sell opportunities and recommend products/services to support revenue growth.
• Conduct structured needs analysis using client data to identify banking solutions.
• Promote and guide use of digital banking channels and self-service options.
• Prepare and submit credit applications with accurate information and collaborate with risk/compliance teams.
• Ensure compliance with AML/KYC and regulatory requirements.

Skills

Relationship management

Virtual engagement

Cross-selling

CRM systems

AML/KYC compliance

Credit knowledge

Digital onboarding

Customer service

Data analysis

Stakeholder management

Education

Bachelor's Degree in Business, Finance, Economics

Certified Financial Planner or CFA equivalent

Tools

CRM platforms

Banking platforms

Job description

ADCB is seeking a Senior Virtual Relationship Officer to manage a Business Aspire client portfolio through structured virtual engagement. You will build deep client understanding, maintain contact plans, and support onboarding with cross-sell opportunities to drive revenue while ensuring risk and compliance requirements are met.

The role emphasizes digital onboarding, CRM usage, and regular activity reviews, with flexible remote working options and a focus on client satisfaction and portfolio