About the Role
As a Relationship Manager / Senior Relationship Manager within Priority Banking, you will be responsible for acquiring new client relationships, maintaining and growing existing client relationships, and meeting revenue targets for Assets, Liabilities, Investments, and Insurance business. You will focus on delivering high levels of service, maximizing client satisfaction, and ensuring compliance with UAE Central Bank and anti-money laundering regulations.
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Responsibilities
- Financials
- Build and develop relationships with Priority Banking clients, while leveraging customer service representatives (CSRs) for basic transactions.
- Acquire new clients, present products, and close deals to contribute to unit goals.
- Services
- Offer comprehensive advice on all Priority Banking products, including basic banking, lending, and wealth management.
- Proactively contact clients to cross-sell products and promote new offerings.
- Compliance
- Follow all policies related to operational risk, sales practices, and anti-mis-selling.
- Keep client profiles up-to-date, uphold confidentiality, and assess risk tolerance for suitable product recommendations.
- Initiative
- Monitor and improve service quality to exceed client expectations.
- Cross-sell and refer clients to other bank areas, staying informed of market trends and competitor activity.
Qualifications
- University Degree in Business or Finance.
- CISI Certification is preferred.
- Chinese / Mandarin language is a must.
- At least 4 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.
- Excellent communication and presentation skills. Interpersonal skills are essential for this role.
Benefits
- Competitive rewards, benefits, and perks.
- Flexible work policy allowing you to work from home as needed.
- Opportunities for professional development to accelerate your career.
There’s never been a better time to join. We’re one of the region’s most recognizable brands and banking innovation leaders, with growth across both the UAE and our global offices.
