As a Relationship Manager – your role is multi-faceted and dynamic. You will spearhead the acquisition of new client relationships within this segment while nurturing and expanding existing ones. Your objectives include meeting revenue targets across Assets, Liabilities, Investments, and Insurance, ensuring exceptional service standards and maximizing client satisfaction. Furthermore, you will uphold strict compliance with UAE Central Bank regulations and anti-money laundering protocols.
RESPONSIBILITIES
Serve as the primary point of contact for Priority Banking customers, nurturing relationships and actively supporting business development through client acquisition, account management and collaboration with Product Specialist.
Demonstrate expertise in Priority Banking offerings, serving as a trusted advisor to clients, while actively cross-selling products and marketing new services to increase share of wallet.
Adhere to operational, sales and anti-mis-selling policies, maintain compliance, KYC and clients profiles, assess risk tolerance, uphold confidentiality, document meetings and promptly report suspicious transactions.
Monitor and exceed client satisfaction, cross-sell bank services and stay updated on market trends and maintain open communication as a valuable team player.
Pursue self-development through identifying and communicating training needs promptly to the Unit manager for improvement.
REQUIREMENTS
Education
- University Degree in Business or Finance.
Experiences
- 1 to 3 years in a sales role within the Financial services/Banking industry.
- Experience across a wide range of Banking areas, e.g. Retail and Wealth Management.
Knowledge & Skills
- Fluency in English, while knowledge of regional languages is an advantage.
- Excellent communication and presentation skills. Interpersonal skills are essential for this role.
WHAT WE OFFER YOU:
Competitive salary package
Market-leading incentives
Strong emphasis on work/life balance
Generous annual leave entitlement and Private Healthcare
World-class Learning & Development platform and career development
Preferential banking facilities for employees`