Relationship Manager and Senior Relationship Manager | Priority Banking(For Future Openings)

Future Priority Banking Openings

Relationship and Sales Responsibilities

• Build and develop relationships with Priority Banking clients and acquire new clients.
• Present products, close deals, meet revenue targets, and grow assets, liabilities, investments, and insurance business.
• Provide advice on basic banking, lending, wealth management, and other Priority Banking products.
• Proactively contact clients to cross-sell products, promote new offerings, and refer clients to other bank areas.
• Monitor market trends and competitor activity and improve service quality to exceed client expectations.

Compliance and Client Management

• Maintain accurate client profiles, protect confidentiality, assess risk tolerance, and recommend suitable products.
• Follow operational risk, sales practice, anti-mis-selling, KYC, AML, and CDD requirements.
• Verify client documentation, escalate suspicious activity or discrepancies, and participate in audits and compliance reviews.
• Maintain accurate records of client interactions and transactions in the bank's CRM system.

Service and Operations

• Coordinate with internal teams to resolve client queries and service requests and facilitate seamless onboarding.
• Guide clients through account opening and product setup and promote digital banking tools.
• Process account maintenance requests, fund transfers, and product applications in accordance with procedures and approvals.
• Support branch operations through reconciliations, exception reporting, record maintenance, and data quality controls.

Qualifications and Experience

• University or bachelor's degree in Business, Finance, Banking, Business Administration, or a related field.
• At least 4 years of sales experience in financial services or banking.
• Experience across banking areas such as retail banking and wealth management.
• Excellent communication, presentation, and interpersonal skills.
• CISI certification is preferred.
• Relationship Management or Retail Banking certification, such as CBM or CBBM, is preferred.
• Ongoing professional development in regulatory compliance and digital banking.

About Emirates NBD

Performance Measures