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Banking and Client Relationship Manager
Job summary
A leading financial services company in Dubai is seeking a Banking & Client Relationship Manager to oversee and enhance client and banking partner relationships. The successful candidate will manage banking services and facilitate credit approvals, requiring strong financial acumen and communication skills. This role is ideal for professionals with 1–5 years of experience in banking or corporate finance and relevant qualifications.
Qualifications
- 1–5 years of experience in banking, credit, corporate finance, or relationship management.
- Strong understanding of bank documentation, compliance, and credit processes.
Responsibilities
- Serve as the primary point of contact for all client banking needs.
- Maintain ongoing communication to ensure high satisfaction and retention.
- Prepare credit proposal packages including financial analysis and reports.
- Monitor timelines to ensure banking approvals are completed on time.
Skills
Education
We are seeking a highly professional Banking & Client Relationship Manager to oversee and strengthen relationships with clients and banking partners. The role involves managing all banking-related services, coordinating documentation, facilitating credit approvals, and ensuring smooth communication between clients and financial institutions.
The ideal candidate must have strong financial understanding, excellent documentation skills, and the ability to manage multiple stakeholders with precision and confidence.
- Serve as the primary point of contact for all client banking needs.
- Maintain ongoing communication to ensure high satisfaction and retention.
- Address client queries promptly and professionally.
- Coordinate with various banks for account opening and service requests.
- Prepare credit proposal packages including financial analysis, risk summaries, and supporting reports.
- Liaise with bank teams to facilitate credit approval processes.
- Monitor timelines and ensure banking approvals are completed within agreed schedules.
- Develop strong working relationships with relationship managers within multiple banks.
- Represent the company professionally in all external meetings and discussions.
- CA / MBA (Finance) / ACCA / CFA or equivalent professional qualification.
- 1–5 years of experience in banking, credit, corporate finance, or relationship management.
- Strong understanding of bank documentation, compliance, and credit processes.
- Excellent communication and client-handling skills.
- High level of accuracy, attention to detail, and organizational discipline.
- Proficiency in MS Office (Excel, Word, PowerPoint).
- Ability to handle multiple client cases simultaneously.
* 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.