Relationship Manager- Priority Banking

Job Description

Requirements

• • University degree or a recognized professional certificate.
• • Experience of no less than three years in the area of financial analysis, financial markets, investment, wealth management, or financial planning.
• • Must have led a team of professionals.

Responsibilities

• Role Purpose: To attract, deepen, grow and manage financial relationships with affluent clients, using full range of banking products and tools, utilizing a team-based approach to provide complete solutions to clients’ financial needs.
• Key Accountabilities:
• 1. Client/ Business Acquisition: Generating new business via out marketing activities, gold center contacts and existing network; increasing team revenue and productivity by cross-selling and up-selling; acquiring new to bank customers; identifying new potential expansion locations; converting inbound and outbound leads to sales; building a strong trust relationship with key customers; maintaining a loyal pool of customers/alliances who refer potential customers; promoting financial products; collecting required information/data; evaluating clients’ ability and appetite to handle risks (Risk Profile).
• 2. Channels Cooperation: Making referrals to other channels based on identified customer needs; smoothly implementing Priority Banking services across surrounding branches.
• 3. Management of service delivery: Monitoring service levels for customer satisfaction; customer retention efforts with personal involvement in complaint resolution, account closures and inquiries; gathering ad-hoc customer feedback.
• 4. Control and Risk Mitigation: Reviewing credit applications; adhering to laid out processes and procedures; ensuring appropriate and adequate documentation; identifying trends of errors and proactively advising process improvements.
• Specialist Skills / Technical Knowledge Required:
• • 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).
• • Risk in Financial Services Certification.
• • International Certificate in Advanced Wealth Management (Level 4).
• • 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.
• Previous experience:
• Minimum 5 years of related banking experience in UAE.

Skills Required