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Banking Relationship Manager
TOTVS Leste
Abu Dhabi, UAE
Full Time
Mid
Hybrid
2 days ago
Relationship ManagementCredit AnalysisFinancial AnalysisCRM PlatformsMicrosoft Office SuitePower BI
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Relationship ManagementCredit AnalysisFinancial Analysis
About the Role
A customer-focused financial institution seeks a Banking Relationship Manager to develop and grow relationships with retail, commercial, or corporate clients. The role involves identifying financial needs, delivering tailored solutions, driving portfolio growth, and ensuring compliance.
Key Skills for This Role
Relationship ManagementCredit AnalysisFinancial AnalysisCRM PlatformsMicrosoft Office SuitePower BI
Responsibilities
- Develop and implement relationship management strategies to acquire, retain, and grow customer portfolios aligned with business objectives
- Build and maintain strong relationships with new and existing clients by understanding their financial goals and providing tailored banking solutions
- Promote banking products and services, including loans, deposits, trade finance, treasury solutions, cash management, investments, and other financial products
- Collaborate with Credit, Risk, Operations, Compliance, Treasury, Wealth Management, Product, and Executive Leadership to deliver comprehensive financial solutions
- Identify cross selling and upselling opportunities to increase customer value, portfolio profitability, and long term client engagement
- Conduct financial needs assessments, portfolio reviews, credit discussions, and business development activities
- Monitor portfolio performance, customer satisfaction, revenue growth, asset quality, and relationship profitability using KPIs
- Prepare credit proposals, financial analyses, relationship reviews, business cases, and account plans to support lending and investment decisions
- Ensure compliance with banking regulations, AML, KYC, sanctions requirements, and internal risk management policies
- Manage customer inquiries, service requests, escalations, and issue resolution while maintaining high service standards
- Leverage CRM platforms, core banking systems, Microsoft Office Suite, Power BI, and analytics tools to manage client relationships and performance reporting
- Prepare portfolio reports, sales forecasts, pipeline updates, and executive presentations for senior leadership
Requirements
- Bachelor's degree in Finance, Banking, Business Administration, Economics, Accounting, or a related field
- Minimum 5 years of experience in relationship management, corporate banking, commercial banking, retail banking, wealth management, or financial services
- At least 2 years of experience managing customer portfolios, business development initiatives, or banking relationships preferred
- Strong understanding of banking products, lending principles, credit analysis, financial statement analysis, customer relationship management, and regulatory compliance
- Experience with core banking systems, CRM platforms, Microsoft Office Suite, Power BI, and financial analysis tools
- Knowledge of AML, KYC, sanctions compliance, risk management, and UAE banking regulations is advantageous
Full Job Posting
About Us
- We are a customer focused financial institution committed to delivering innovative banking solutions and exceptional client experiences.
- Our teams collaborate across retail banking, corporate banking, wealth management, credit, risk, operations, compliance, and digital banking to build lasting customer relationships and support sustainable business growth.
The Role
- We are seeking an experienced Banking Relationship Manager to develop, manage, and grow relationships with retail, commercial, or corporate banking clients.
- The ideal candidate will identify financial needs, deliver tailored banking solutions, drive portfolio growth, and ensure exceptional customer service while maintaining compliance with regulatory requirements and internal policies.
Key Responsibilities
- Develop and implement relationship management strategies to acquire, retain, and grow customer portfolios aligned with business objectives.
- Build and maintain strong relationships with new and existing clients by understanding their financial goals and providing tailored banking solutions.
- Promote banking products and services, including loans, deposits, trade finance, treasury solutions, cash management, investments, and other financial products.
- Collaborate with Credit, Risk, Operations, Compliance, Treasury, Wealth Management, Product, and Executive Leadership to deliver comprehensive financial solutions.
- Identify cross selling and upselling opportunities to increase customer value, portfolio profitability, and long term client engagement.
- Conduct financial needs assessments, portfolio reviews, credit discussions, and business development activities.
- Monitor portfolio performance, customer satisfaction, revenue growth, asset quality, and relationship profitability using key performance indicators (KPIs).
- Prepare credit proposals, financial analyses, relationship reviews, business cases, and account plans to support lending and investment decisions.
- Ensure compliance with banking regulations, anti money laundering (AML), know your customer (KYC), sanctions requirements, and internal risk management policies.
- Manage customer inquiries, service requests, escalations, and issue resolution while maintaining high service standards.
- Leverage CRM platforms, core banking systems, Microsoft Office Suite, Power BI, and analytics tools to manage client relationships and performance reporting.
- Prepare portfolio reports, sales forecasts, pipeline updates, and executive presentations for senior leadership.
Requirements
- Bachelor's degree in Finance, Banking, Business Administration, Economics, Accounting, or a related field.
- Master's degree or professional certifications such as CFA, CPA, ACCA, CIB, CAMS, or equivalent are advantageous.
- Minimum 5 years of experience in relationship management, corporate banking, commercial banking, retail banking, wealth management, or financial services.
- At least 2 years of experience managing customer portfolios, business development initiatives, or banking relationships preferred.
- Strong understanding of banking products, lending principles, credit analysis, financial statement analysis, customer relationship management, and regulatory compliance.
- Experience with core banking systems, CRM platforms, Microsoft Office Suite, Power BI, and financial analysis tools.
- Knowledge of AML, KYC, sanctions compliance, risk management, and UAE banking regulations is advantageous.
- Strong communication, negotiation, relationship building, analytical, sales, and stakeholder management skills.
- Ability to manage multiple client relationships while balancing customer satisfaction, profitability, regulatory compliance, and business growth.
- Ability to work independently and effectively in remote and hybrid environments where business needs permit.
What We Offer
- Flexible remote/hybrid work opportunity within the United Arab Emirates where role responsibilities allow.
- Competitive compensation package with performance based incentives.
- Professional development and banking leadership growth opportunities.
- Exposure to digital banking, financial innovation, relationship management, and strategic business development initiatives.
- Collaborative culture focused on customer success, integrity, innovation, and continuous improvement.
- Opportunity to build trusted client relationships and contribute to long term financial success for customers and the organization.
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