Elite Relationship Manager
Job Fit Check
Base Career helps you apply smarter for this job.
Key skills for this role
About the Role
Arab Bank is seeking an Elite Relationship Manager to provide financial services to HNW clients, acquire new clients, and develop customized financial plans. Requires 2-4 years in relationship management and sales of financial products, fluency in English and Arabic, and relevant certifications.
Key Skills for This Role
Responsibilities
- Provide financial services solutions to the HNW client base
- Identify and acquire new HNW clients
- Broaden existing client relationships (greater share of wallet, higher cross sell ratios)
- Establish sales and revenue targets for existing and new client relationships
- Develop comprehensive customized financial plans based on client risk profiles
- Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing)
- Research competitive offering and solicit client feedback for new product ideas
- Provide the highest level of customer service to clients (proactive calls and visits)
- Mentor Assistant Relationship Managers
- Provide clients with comprehensive advisory services including investment and portfolio advisory
Requirements
- Bachelors Degree from a recognized university
- Relevant professional certifications (e.g., CF21 'Investment Advisor'), CFA is a plus
- 2 4 years in relationship management and sales of financial/investment products with a leading international/regional private bank
- Fluency in English & Arabic
- Excellent communication, networking and selling skills
- Good knowledge of financial markets, investment instruments, and investment management
Full Job Posting
Accountabilities & Key Roles
- Provide financial services solutions to the HNW client base.
- Identify and acquire new HNW clients.
- Broaden existing client relationships (greater share of wallet, higher cross sell ratios).
- Establish sales and revenue targets for existing and new client relationships.
- Develop comprehensive customized financial plans based on client risk profiles.
- Continuous monitoring of client portfolios (quarterly reviews and annual rebalancing).
- Research competitive offering and solicit client feedback for new product ideas.
- Escalate customer suggestions/concerns to the Country/Region head.
- Providing the highest level of customer service to clients (proactive calls and visits) in order to have clients ownership.
- Mentoring Assistant Relationship Managers.
- Retain Client ownership (strong knowledge of client account, transactions and all issues related to client).
- Provide clients with comprehensive advisory services: 1) Investment Advisory: Advising clients related to specific products and services. 2) Portfolio Advisory: Advising clients with regards to overall portfolio construction based on asset allocation methodology.
Job Requirements
- Education: Bachelors Degree from a recognized university. Relevant professional certifications (eg. CF21 'Investment Advisor'), CFA is a plus.
- Experience: 2 4 years in relationship management and sales of financial/investment products with a leading international / regional private bank. Proven record of building relationships and closing business.
- Fluency in English & Arabic (where relevant).
- Excellent communication, networking and selling skills.
- Strong interpersonal, presentation, and listening skills.
- Good knowledge of financial markets, investment instruments, and investment management.
- Sound understanding of market Dynamics / trends, and internal & external policies & controls regulations.
- Ability to provide financial solutions to sophisticated clients.
- Good computer skills (MS Office).
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at Arab Bank
Relationship Manager- Large Corporate
Dubai, UAE
Arab Bank seeks a Relationship Manager for Large Corporate to manage a portfolio of small to medium clients, improve profitability through up-selling and cross-selling, and analyze credit data. The role requires at least
Elite Assistant Relationship Manager
Dubai, UAE
Arab Bank is looking for an Elite Assistant Relationship Manager to support HNW client relationships, prepare investment proposals, and assist with portfolio management. Requires 1-2 years in relationship management and
Regulatory Compliance Lead
Dubai, UAE
Arab Bank seeks a Regulatory Compliance Lead to develop and oversee the bank's regulatory compliance framework. The role involves monitoring regulatory changes, managing compliance risk reporting, and ensuring adherence
Auditor
Dubai, UAE
Arab Bank is seeking an Auditor in Dubai to conduct regulatory compliance, AML, and operational audits. Requires 5 years of banking experience with at least 3 in internal auditing or relevant banking practice. The role i
Wealth Management & Private Banking Relationship Manager
Doha, QAT
Accountabilities & Key Roles: Servicing new and existing HNW clients relationships in the region by providing them with the full suite of financial services products & services Provide financial services solutions to t
Remedial Manager
Doha, QAT
Accountabilities & Key Roles: Maximizing recovery on defaulting customers, (Collection Rate). Performing debt portfolio reviews and communicating findings to all relevant parties, and take appropriate actions as and wh
Manager Operations Governance and Reporting
Doha, QAT
Accountabilities & Key Roles: Reviewing Operations processes for streamlining and/or automation and participating in all local Operations related P&Ps reviews. Keep abreast of new regulations that impact Operations act
Financial Planning and Analysis Officer
Doha, QAT
Key Roles and Responsibilities: Develop and implement the budgeting and forecasting Process in coordination with senior management. Develop and implement comprehensive reporting packages which monitor and analyze the b
Relationship Manager- Large Corporate
Dubai, UAE
Elite Assistant Relationship Manager
Dubai, UAE
Regulatory Compliance Lead
Dubai, UAE
Auditor
Dubai, UAE
Wealth Management & Private Banking Relationship Manager
Doha, QAT
Remedial Manager
Doha, QAT
Manager Operations Governance and Reporting
Doha, QAT
Financial Planning and Analysis Officer
Doha, QAT