Senior Relationship Manager; Grade M

To provide Portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank and retain their royalty and respect.

• Enhance sheet sales/ revenues and promote cross selling of bank products to all existing clients.
• Source new business from HNW individuals through referrals, marketing activities and personal contacts.
• Ensure clients are aware of all financial services offered by the bank.
• Reach financial goals set for the role by the business as per annual and monthly financial targets, including x-sell and up-sell of products to customers, to existing and new to bank customers.

• Optimize the potential value of the client base through the delivery of Products and Services.
• Communicate with HNW client and identify their financial needs.
• Achieve Revenue Goals, sales and portfolio growth targets across a range of products and services.
• Maximize profitability from the gold base whilst countering competition from other providers offering alternative investments / WM opportunities.
• Acquire New to Bank HNW clients.
• Maintain a superior customer service experience for clients including pre empting issues and proactive servicing.
• Safeguard the bank from potential loss / AML fraud / and ensure ethical behaviour at all times during and after sales.
• Enhance market profile and awareness.
• Minimize customer attrition.

• University Graduate.
• Strong selling & financial markets knowledge.
• Strong interpersonal skills and cultural sensitivity.
• Relationship Management Networking skills.
• Minimum of 5-6 years of experience in a similar job with another bank / financial services in the UAE.
• Excellent communication and negotiation skills.