Relationship Manager, Elite

Role Overview

Relationship Manager, Elite at Commercial Bank of Dubai, based in Dubai, UAE. Provide personalized banking services to elite clientele, manage customer relationships across asset, liability, and investment products, and achieve financial targets through proactive customer engagement and sales.

Company Overview

Commercial Bank of Dubai is a banking and financial services institution serving elite clientele with comprehensive investment and wealth management offerings.

Role Purpose

To deliver tailored investment advice and banking services to Elite customers, grow relationships across all product lines, meet assigned sales targets, and ensure compliance with bank policy throughout the customer lifecycle.

Key Responsibilities

Sales & Customer Engagement

• Handle Elite asset, liability, and investment product sales to meet assigned targets.
• Proactively contact existing Elite customers and schedule the agreed number of appointments per week to review needs and cross-sell suitable Elite products.
• Meet with relevant Elite customers at external locations as needed to build relationships, provide service, and close sales of Elite products.

Operations & Compliance

• Ensure all product applications are completed accurately within agreed timeframes with all required documentation obtained.
• Verify that all customer applications comply with Commercial Bank of Dubai policy guidelines.
• Coordinate with the Special Accounts Unit (Recovery) to implement agreed actions for Elite irregular accounts.

Performance & Development

• Attend weekly and monthly team and area sales meetings to review performance and share best practice ideas.
• Achieve the financial budgeted targets for the Elite Relationship Manager role.
• Maintain consistently high levels of customer service.

Qualifications & Experience

• Bachelor's degree in Economics, Finance, Business Management, or Science with CISI/SCA qualification or equivalent.
• 8 to 10 years' experience in investment sales or Relationship Management.
• Prior experience as a Relationship Manager in Priority Banking or Wealth Management in the UAE with an existing portfolio.