Relationship Officer - VIP clients

Sahm Capital; Riyadh; On-site; SAR 150,000 - 200,000; Full time

Job summary

A prominent financial firm is seeking a Relationship Officer for VIP Clients to foster and maintain high-value client relationships. This role involves customized service delivery, proactive engagement, and strategic oversight of client portfolios, ensuring utmost satisfaction and loyalty. The ideal candidate will demonstrate exceptional communication skills, a keen analytical mindset, and a strong commitment to achieving premium service standards.

Qualifications

• 3–5 years of experience in relationship management, client servicing, or sales roles.
• Exceptional interpersonal skills to engage with sophisticated clients.
• Ability to multitask in a fast-paced, client-facing environment.

Responsibilities

• Deliver personalized service and maintain high standards of professionalism.
• Act as a trusted advisor, understanding client preferences and financial goals.
• Respond promptly to all VIP client inquiries, ensuring satisfaction.

Skills

Communication

Interpersonal Skills

Analytical Skills

Customer Orientation

Problem-Solving

Sales Acumen

Education

Bachelor’s degree in business administration, Marketing, Finance, or related field

CME-1 certificate

Master’s degree or relevant certification (e.g., CRM, Wealth Management)

Job description

Job Objective

The Relationship Officer - VIP Clients is responsible for analyzing client data, building and maintaining strong relationships with high-net-worth individuals, understanding their unique needs, and offering personalize solutions. This role involves proactively contacting VIP clients, ensuring high levels of satisfaction and loyalty, and maintaining accurate records of all interactions and client activities.

A successful Relationship Officer for VIP clients should possess strong analytical skills, excellent communication and interpersonal abilities, and a deep understanding of premium customer service standards. You should be detail-oriented in maintaining client records and capable of handling all aspects of client engagement, from onboarding to ongoing support and sales.

Duties And Responsibilities

• Deliver personalized service and maintain high standards of professionalism to build strong,
• long-term relationships with VIP clients.
• Act as a trusted advisor, understanding each client's preferences, financial goals, and expectations to proactively recommend tailored solutions and services.
• Ensure client satisfaction by anticipating needs and providing a seamless and premium experience across all interactions.
• Maintain strict confidentiality and discretion when handling client information and communication, in line with company and regulatory policies.
• Conduct regular reviews of client portfolios, usage patterns, and satisfaction levels to identify risks and opportunities for enhancement.
• Respond promptly and effectively to all VIP client inquiries, requests, or concerns, ensuring timely resolution and consistent follow-up.
• Collaborate closely with internal departments to expedite VIP client requests and resolve issues with minimal delay.
• Collect and analyze feedback from VIP clients to drive strategic improvements in service delivery and client experience.
• Organize exclusive events, offers, or engagement initiatives tailored to the VIP segment to strengthen client loyalty.
• Monitor VIP client retention and satisfaction metrics, implementing proactive measures to minimize churn and elevate engagement.
• Track interactions, preferences, and key insights using CRM systems to ensure continuity and personalized service.
• Identify upselling and cross-selling opportunities aligned with the client’s profile, while ensuring a consultative and respectful approach.
  
  

Requirements

• Must have CME-1 certificate.
• Bachelor’s degree in business administration, Marketing, Finance, or a related field. A master’s degree or relevant certification (e.g., CRM, Wealth Management) is a plus.
• Proven experience (typically 3–5 years) in relationship management, client servicing, or sales roles, preferably handling high-net-worth or VIP clients.
• Exceptional communication and interpersonal skills, with the ability to engage with sophisticated clients and represent the company with professionalism and discretion.
• Strong customer orientation and a passion for delivering premium, personalized service.
• High level of emotional intelligence and the ability to handle sensitive issues with tact and confidentiality.
• Solid understanding of the company’s products/services, with the ability to tailor offerings to meet individual client needs.
• Excellent problem-solving skills, with the ability to manage and resolve complex client issues efficiently.
• Ability to multitask and manage priorities in a fast-paced, client-facing environment.
• Strong sales acumen, with the ability to identify and act on upselling and cross-selling opportunities without compromising the client experience.
• Flexibility to attend to clients outside regular working hours when needed, demonstrating commitment to a high-touch service model.
• Professional appearance and demeanor, with a high level of integrity and accountability.