Senior Affluent Relationships Manager

Alinma Bank | مصرف الإنماء; Jeddah; On-site; SAR 120,000 - 150,000; Full time

Job summary

A leading financial institution is seeking a dedicated professional to manage relationships with affluent clients. This role focuses on providing personalized financial solutions and enhancing customer satisfaction. The ideal candidate will have extensive experience in finance and a strong commitment to client service.

Qualifications

• 5 - 8 years relevant experience in finance or related field.

Responsibilities

• Build and maintain personalized relationships with affluent clients.
• Provide tailored financial guidance and solutions aligned with client goals.
• Collaborate with teams to deliver comprehensive solutions.

Skills

Relationship Management

Financial Guidance

Client Engagement

Problem Solving

Education

Finance

Job description

Affluent Relationships job is responsible for building, managing, and nurturing relationships with affluent clients to provide personalized financial solutions, enhance customer satisfaction, and support long-term loyalty. This role involves understanding each client's unique financial goals, offering tailored advice, and coordinating with internal teams to deliver exceptional service across wealth management, investment, and banking solutions.

Responsibilities:

• Build and maintain deep, personalized relationships with affluent clients.
• Provide tailored financial guidance and solutions aligned with client goals.
• Identify and pursue opportunities to expand client engagement and introduce new financial products.
• Serve as the main point of contact for client inquiries and support.
• Resolve client issues promptly to ensure high satisfaction and loyalty.
• Collaborate with wealth management, investment, and product teams to deliver comprehensive solutions.
• Monitor and report on client satisfaction and account performance.
• Stay informed on market trends, regulatory changes, and economic developments.
• Conduct regular reviews with clients to adjust strategies as needed.
• Ensure all client interactions comply with regulatory standards and company policies.

Job Requirements:

Major: Finance, Or in any related or relevant field.

Years of experience: 5 - 8 years relevant experience.