Relationship Manager- Priority Banking

ADIB

📍 الإمارات
💼 دوام كامل
🕒 نُشرت قبل شهرين

وصف الوظيفة

Role Overview

Relationship Manager – Priority Banking at ADIB, Abu Dhabi.

Role Purpose

Attract, deepen, grow and manage financial relationships with affluent clients using the full range of banking products and tools. Utilize a team-based approach to provide complete solutions to clients' financial needs.

Key Responsibilities

Client and Business Acquisition

  • Generate new business via outbound marketing activities, gold center contacts and existing network.
  • Increase team revenue and productivity by cross-selling and up-selling.
  • Acquire new-to-bank customers.
  • Identify new potential expansion locations.
  • Convert inbound and outbound leads to sales.
  • Build strong trust relationships with key customers.
  • Maintain a loyal pool of customers and alliances who refer potential customers.
  • Promote financial products.
  • Collect required information and data.
  • Evaluate clients' ability and appetite to handle risks (Risk Profile) and carry out detailed functions associated therewith.

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.
  • Retain customers with personal involvement in complaint resolution, account closures and inquiries.
  • Gather ad-hoc customer feedback.

Control and Risk Mitigation

  • Review credit applications.
  • Adhere to laid-out processes and procedures.
  • Ensure appropriate and adequate documentation.
  • Identify trends of errors and proactively advise process improvements.

Qualifications & Experience

  • University degree or recognized professional certificate.
  • Minimum five years of related banking experience in the United Arab Emirates.
  • No less than three years of experience in financial analysis, financial markets, investment, wealth management, or financial planning.
  • Experience in sales, product development or wealth advisory to priority banking customers and retail high-net-worth individuals.
  • Must have led a team of professionals.

Skills & Competencies

  • Detailed knowledge of ADIB's Retail Banking products and services.
  • Broad knowledge of ADIB's Retail Credit and Operational Policies and Procedures.
  • Specific knowledge of UAE banking practices, regulations and risks.
  • Good knowledge of competitors in the local market.
  • Detailed knowledge of service standards.
  • Training and presentation skills.
  • Computer skills.

Additional Information

Certifications

  • UAE Financial Rules and Regulations Certification.
  • International Certificate in Wealth and Investment Management (Level 3).
  • Risk in Financial Services Certification.
  • International Certificate in Advanced Wealth Management (Level 4).

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