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Relationship Manager – Affluent Banking

1.00 to 3.00 Years   United Arab Emirates   13 Feb, 2025
Job LocationUnited Arab Emirates
EducationGraduate
SalaryNot Mentioned
IndustryBanking / Financial Services Customer Service / Telecalling
Functional AreaNot Mentioned

Job Description

As a Relationship Manager – Affluent Banking, 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.In this role, you will be responsible for portfolios and serving salaried individuals, earning a specific salary range. This role presents an exciting opportunity to excel in relationship management within our esteemed banking environment.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:Candidate Profile- UAE National, with Family BookEducation- 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.You will be redirected to the company website to apply for this position

Keyskills :
Experience across a wide range of Banking areas

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