Senior Wealth & Portfolio Relationship Manager

ADIB Group; Al Ain; On-site; AED 300,000 - 520,000; Full time

Job summary

ADIB Group in the United Arab Emirates seeks an experienced professional with a strong background in financial analysis and wealth management to drive client acquisition and strategic cross‑selling. The role focuses on priority banking coverage, remote promotion of financial products, and risk-aware advisory to HNIs and retail clients.

You will lead a team, develop sales initiatives, and ensure compliant, high‑quality service delivery across branches and channels.

Qualifications

• University degree or a recognized professional certificate.
• Experience of no less than three years in 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 of competitors in the local market.
• Must have led a team of professionals.
• Detailed knowledge of service standards.
• Training & Presentation skills.
• Computer Skills

Responsibilities

• Generate new business via marketing activities, gold center contacts and existing network.
• Cross-sell and up-sell remotely to increase team revenue and productivity.
• Acquire new to bank customers.
• Identify new potential expansion locations.
• Convert inbound and outbound leads to sales.
• Build a strong trust relationship with key customers.
• Maintain a loyal pool of customers/alliances who refer potential customers.
• Promote financial products remotely across channels.
• Collect required information and data for risk profile assessments.
• Evaluate clients' ability and appetite to handle risks (Risk Profile).
• Refer clients to other channels based on identified needs.
• Implement Priority Banking services across surrounding branches.
• Monitor service levels for customer satisfaction remotely.
• Retain customers and resolve complaints remotely.
• Review credit applications.
• Ensure proper documentation.
• Identify error trends and advise process improvements.
• Identify trends of errors and proactively advice processes improvements

Skills

Financial analysis

Wealth management

Sales experience

Team leadership

Presentation skills

Computer skills

Education

University degree or professional certificate

Job description

ADIB Group in the United Arab Emirates seeks an experienced professional with a strong background in financial analysis and wealth management to drive client acquisition and strategic cross‑selling. The role focuses on priority banking coverage, remote promotion of financial products, and risk-aware advisory to HNIs and retail clients.

You will lead a team, develop sales initiatives, and ensure compliant, high‑quality service delivery across branches and channels.