Senior Relationship Manager - Wealth Coverage - UAE & International

Role Overview

Senior Relationship Manager - Wealth Coverage - UAE & International at ADIB, based in Abu Dhabi.

Role Purpose

Drive client acquisition and manage relationships within Priority and Private Banking segments by identifying and engaging High Net Worth Individuals (HNWIs) and Ultra-High Net Worth Individuals (UHNWIs) locally and internationally. Source and cross-sell wealth management and liability products to grow the bank's portfolio and front-end revenue using the bank's global network and resources.

Key Responsibilities

Client Acquisition & Relationship Management

• Proactively source NTB (New to Bank) clients within Priority and Private Banking segments, ensuring alignment with the bank's qualifying criteria for wealth management services
• Build and maintain long-term relationships with existing clients, ensuring consistent engagement and satisfaction
• Develop personalized approaches to client acquisition by understanding clients' financial goals, needs, and risk profiles
• Engage with potential clients via targeted outreach, leveraging internal and external networks, local and international branches, events, and marketing initiatives

Wealth & Liability Products

• Promote and sell a full range of wealth management products, including Sukuk, structured products, mutual funds, BancaTakaful, and other banking solutions tailored to HNWIs and UHNWIs
• Source and cross-sell liability products and mortgages to clients, ensuring appropriate product placement based on individual circumstances
• Collaborate with product specialists, credit teams, and other internal resources to develop bespoke solutions for clients

Market Expansion & Cross-Border Sourcing

• Leverage the bank's international network to source clients and business opportunities from global markets where the bank has a presence, including identification of cross-border wealth and liability needs
• Stay up to date with market trends and competitor offerings to ensure the bank's wealth and liability products remain competitive across all markets

Client Onboarding & Compliance

• Lead the client onboarding process, ensuring all necessary documentation, compliance, and KYC (Know Your Customer) are completed in a timely and accurate manner
• Ensure adherence to regulatory guidelines and internal policies related to client account management

Revenue Generation & Performance

• Achieve assigned targets related to client acquisition, wealth revenues, and portfolio growth in line with bank-wide goals
• Monitor, track, and report on performance metrics, identifying areas for growth and improvement
• Ensure successful cross-selling of a range of products to maximize the lifetime value of each client

Networking & Brand Representation

• Represent the bank at events, networking opportunities, and private client gatherings to enhance brand presence and generate leads
• Develop deep understanding of clients' evolving needs and deliver exceptional service to ensure client retention and referrals

Qualifications & Experience

• Minimum 3–5 years of experience in wealth management, priority banking, or private banking

Skills & Competencies

• Strong understanding of wealth management products, private banking services, and liability solutions
• Ability to source new clients and build long-term, profitable relationships with high-net-worth and ultra-high-net-worth individuals
• Strong interpersonal and communication skills, with ability to engage clients in a professional, confident, and approachable manner
• Excellent understanding of the regulatory environment and compliance requirements for wealth management services
• Strong analytical skills and attention to detail
• High degree of self-motivation with focus on achieving set targets

Additional Information

Key Deliverables

• Acquisition of NTB clients for priority and private banking
• Growth in wealth revenues, including assets under management (AUM) and liabilities
• Increase in foreign exchange (FX) revenues
• Growth in net new wealth (NTW) through targeted wealth management solutions