About the Role:
The Relationship Manager - Priority Banking is responsible for attracting, deepening, and managing financial relationships with affluent clients. Utilizing a team-based approach and a full range of banking products and tools, the role aims to provide complete solutions to clients’ financial needs while focusing on specific responsibilities such as business acquisition, service delivery management, and risk mitigation.
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Key Accountabilities:
Client/ Business Acquisition:
- Generate new business through marketing activities, gold center contacts, and existing network.
- Increase team revenue and productivity by cross-selling and up-selling.
- Acquire new to bank customers and identify potential expansion locations.
- Convert inbound and outbound leads into sales.
- Build strong trust relationships with key customers and maintain a loyal pool of referrers.
- Promote financial products and collect necessary information and data.
- Evaluate clients’ risk profiles and associated functions.
Channels Cooperation:
- Make referrals to other channels based on identified customer needs.
- Implement Priority Banking services smoothly across surrounding branches.
Management of Service Delivery:
- Monitor service levels for customer satisfaction.
- Participate personally in customer retention efforts, including complaint resolutions, account closures, and inquiries.
- Obtain ad-hoc customer feedback.
Control and Risk Mitigation:
- Review credit applications.
- Adhere to laid out processes and procedures ensuring appropriate documentation.
- Identify trends of errors and proactively advise on process improvements.
Specialist Skills / Technical Knowledge Required:
- University degree or a recognized professional certificate.
- Minimum of three years’ experience in financial analysis, financial markets, investment, wealth management, or financial planning.
- Detailed knowledge of the company’s Retail Banking products and services.
- Proven sales experience, product development, or wealth advisory skills focused on priority banking customers.
Knowledge of High Net Individuals (HNIs):
- Comprehensive knowledge of the company’s retail credit and operational policies and procedures.
- Specific knowledge of UAE banking practices, regulations, and 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.
- Experience leading a team of professionals.
- Detailed knowledge of service standards and training/presentation skills.
- Strong computer skills.
Previous Experience:
- Minimum of five years of related banking experience in the U.A.E.
