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Relationship Manager jobs in United Arab Emirates

Portfolio Relationship Manager-BBD(Outsource)

ADIB

United Arab Emirates
On-site
AED 120,000 - 160,000
2 days ago
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Relationship Manager

Levrara Consulting Group

Dubai
On-site
AED 120,000 - 200,000
2 days ago
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Relationship Manager

Cooper Fitch

Dubai
On-site
AED 250,000 - 350,000
2 days ago
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Human Resources Relationship Manager

Apt Resources

Abu Dhabi
On-site
AED 120,000 - 200,000
Yesterday
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Relationship Manager

Hire Rightt - Executive Search & HR Advisory

Dubai
On-site
AED 120,000 - 200,000
Yesterday
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Dubai-Based Premium Client Relationship Manager

Hire Rightt - Executive Search & HR Advisory

Dubai
On-site
AED 120,000 - 200,000
Yesterday
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VIP Clients Relationship Manager

Richemont

Dubai
On-site
AED 120,000 - 200,000
Yesterday
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International Real Estate Relationship Manager Direct Sales

Innovations Global

Dubai
On-site
AED 120,000 - 200,000
2 days ago
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HNW Relationship Manager - Islamic Finance & Banking

Levrara Consulting Group

Dubai
On-site
AED 120,000 - 200,000
2 days ago
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Assistant Relationship Manager

Julius Baer

Abu Dhabi
On-site
AED 80,000 - 120,000
2 days ago
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Senior Relationship Manager- Large Corporate

Arab Bank

Dubai
On-site
AED 120,000 - 200,000
2 days ago
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Strategic Asset Relationship Manager – Credit & Portfolio Growth

Emirates NBD Bank

United Arab Emirates
On-site
AED 120,000 - 200,000
2 days ago
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Assistant Relationship Manager - Assets (UAE Nationals)

Emirates NBD Bank

United Arab Emirates
On-site
AED 120,000 - 200,000
2 days ago
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Account Relationship Manager | Al-Futtaim Finance | Financial Services

Robinson & Co (Singapore) Pte Ltd

Dubai
On-site
AED 120,000 - 200,000
7 days ago
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Executive Director, Relationship Manager

Standard Chartered

Dubai
On-site
AED 120,000 - 200,000
3 days ago
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Assistant Relationship Manager

Julius Baer

United Arab Emirates
On-site
AED 80,000 - 120,000
4 days ago
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Human Resources Relationship Manager

Apt Resources

Fujairah
On-site
AED 120,000 - 200,000
3 days ago
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Relationship Manager.CIBG - S&M Mid Market.41.Corporate & Investment Banking Group

Mashreqbank PSC

United Arab Emirates
On-site
AED 150,000 - 200,000
3 days ago
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Relationship Manager

IIQAF

Dubai
On-site
AED 120,000 - 200,000
5 days ago
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Relationship Manager.CIBG - Dubai - S&M - Services.41.Corporate & Investment Banking Group

Mashreqbank PSC

United Arab Emirates
On-site
AED 240,000 - 360,000
5 days ago
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Relationship Manager

Restore Talent Solutions

Dubai
On-site
AED 120,000 - 200,000
5 days ago
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Director, Relationship Manager

Standard Chartered

Dubai
On-site
AED 180,000 - 250,000
5 days ago
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Private Banking: Assistant Relationship Manager

Julius Baer

United Arab Emirates
On-site
AED 80,000 - 120,000
4 days ago
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SMEs Relationship Manager

FlapKap

United Arab Emirates
Hybrid
AED 120,000 - 200,000
5 days ago
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Securities Services - Buy-side Trading Services Relationship Manager - Vice President

JPMorgan Chase & Co.

Abu Dhabi
Hybrid
AED 250,000 - 350,000
5 days ago
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Portfolio Relationship Manager
ADIB
United Arab Emirates
On-site
AED 120,000 - 160,000
Full time
2 days ago
Be an early applicant

Job summary

A leading financial services firm in the UAE is seeking a Portfolio Relationship Manager to enhance client relationships and manage financial portfolios. This role involves maintaining strong communication with clients, achieving growth in liabilities and investments, and ensuring compliance with regulations. The ideal candidate will have a bachelor's degree in finance or business, along with at least 5 years of experience in banking. Excellent communication skills and the ability to work collaboratively are essential.

Qualifications

  • 5+ years of experience in banking or financial services.
  • Knowledge of anti-money laundering measures and compliance policies.
  • Ability to coordinate documentation compliance with organizational policies.

Responsibilities

  • Maintain regular communication with clients to enhance portfolio growth.
  • Manage portfolio to achieve growth in liabilities and financial targets.
  • Identify cross-selling opportunities to increase revenue.
  • Monitor customer transactions for risk or non-compliance patterns.

Skills

Excellent communication skills
Interpersonal skills
Client relationship management
Analytical skills

Education

Bachelor's degree in Finance, Business Administration, or related field

Tools

MIS/CRM software
Job description
Client Relationship Management and Customer Service:
  • Maintain regular communication with clients to enhance portfolio growth and satisfaction.
  • Address and resolve customer complaints effectively.
  • Use various methods (phone, email, meetings, visits) to maintain strong client communication.
  • Focus on serving all clients, especially the premium segment.
  • Develop tailored sales plans based on clients’ financial needs and goals.
  • Educate clients on available products and services, highlighting benefits.
  • Conduct financial reviews to identify additional needs and cross-selling opportunities.
  • Follow up on leads promptly to convert them into sales.
Portfolio Growth and Financial Targets:
  • Manage the portfolio to achieve growth in liabilities, FX, fees, trade transactions, investments, and general financial targets.
  • Ensure portfolio growth compared to the previous year.
  • Identify cross-selling opportunities to increase revenue.
  • Increase the number of products per customer.
  • Implement strategies to maximize portfolio growth while mitigating risk.
  • Track and analyze sales performance metrics for improvement.
  • Use data analytics to identify high-potential clients and target them with personalized offers.

16. Organize and participate in sales events to generate leads.

17. Maintain a strong sales pipeline for new business opportunities.

Team Collaboration and Support:
  • Support the team across all areas.
  • Follow line manager instructions and complete assigned tasks.
  • . Work in multiple locations as needed.
  • . Use MIS/CRM software to manage client relationships and sales activities.
  • Monitor and analyze cross-selling performance for improvement.
  • . Use customer feedback to refine cross-selling approaches and enhance satisfaction.
  • Maintain awareness of risk parameters (AML, ADIB compliance, P&P, CB regulations).
  • Provide necessary inquiries and documents to the compliance department.
  • . Identify and assess potential risks or suspicious activities.
  • Monitor customer transactions for risk or non-compliance patterns.

Implement risk mitigation strategies to protect the portfolio.

Specialist Skills / Technical Knowledge Required for this role:
Minimum Requirements for Portfolio Relationship Manager:
  • Bachelor's degree in Finance, Business Administration, or a related field.
  • Minimum of 5 years of experience in banking or financial services
  • Knowledge of anti-money laundering measures, compliance policies, and central bank regulations.
  • Excellent communication and interpersonal skills for effective client relationship management.
  • Ability to coordinate and ensure documentation compliance with organizational policies.
  • Proficient in handling customer complaints and providing excellent customer service.
  • Familiarity with risk monitoring, due diligence, and updating customer records in compliance with regulations.
  • Team player with the ability to collaborate effectively with internal teams and business partners.
  • Flexibility to work in multiple locations based on business needs.
  • Familiarity with ADIB policies and procedures is an advantage.

Adherence to line manager instructions and the ability to handle various tasks assigned by the manager or management.

Previous experience required (if any)
  • Minimum of 5 years of experience in banking or financial services
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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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