Relationship Managers - Wealth Management

We are seeking Relationship Managers to join our Wealth Management Team to acquire, grow and deepen WM relationships through effective relationship management, with special focus on the analysis and satisfaction of customers’ financial and investment needs and with an aim to meet the budgeted volumes.

You will be required to:

• Generate new business to achieve defined sales targets in all bank products.

• Build and deepen relationships with existing offshore customers to achieve increase in share of wallet and revenues.

• Handle portfolio of customers who are of a higher and more sensitive nature.

• Assess the quality, potential and profitability of new relationships as well as the existing portfolio.

• Ensure that the service standards are met and maintained and Nil undesirable business is sourced.

• Provide truly professional customer service to achieve a high level of customer satisfaction and retention

Qualifications:

Higher Diploma (UAE National)/ University Degree or Equivalent (Expat)

Experience:

• Minimum 3-4 years experience in banking, and relationship management or customer service preferably in a similar HNWI relationship management job.

• Experience in advisory level on investment product offerings.

Skills:

• Knowledge of local legal system as applicable to Banking

• Anti-Money laundering guidelines and ability to source only legitimate business

• Awareness of Central Bank guidelines & regulations

• Good leadership, communication, negotiation and interpersonal skills

• Good computer skills with the ability to generate and interpret MIS

• HNWI Relationship Management skills