Senior Relationship Manager
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Key skills for this role
About the Role
ADCB is seeking a Senior Manager for Private Banking to manage high-net-worth client relationships, drive client acquisition, and provide wealth management solutions. Requires at least 7 years of experience in a client-facing role with high net worth clients.
Key Skills for This Role
Responsibilities
- Direct the New to Bank (NTB) clients acquisition process and manage capture of client service synergies
- Perform day to day Banking services to meet and exceed client expectations
- Address client issues to ensure timely resolution
- Analyze feedback and identify opportunities for new product solutions
- Identify cross selling opportunities and proactively interact with internal resources
- Meet quality standards and comply with all relevant regulations and policies
- Adhere to all relevant organisational and departmental policies and procedures
- Manage self in line with the Bank’s people management policies
- Demonstrate Our Promise and apply the ADCB Service Standards
Requirements
- At least 7 years of experience in a commercial/universal Bank context in a relationship management client facing role working with high net worth clients
- Bachelor’s Degree in Finance, Economics, or a related field
- Associate Wealth Manager Programmes (AWM)
- Client service and acquisition skills
- Ability to network across stakeholder groups
- Written and spoken English
Full Job Posting
About the business area
- Private Banking provides high net worth clients with an end to end banking service to help manage their full banking and investment needs effectively.
- Our dedicated bankers provide a wide variety of solutions to meet clients’ investment and borrowing requirements, including complex and bespoke loan structuring.
Key Responsibilities
- Client Acquisition Direct the New to Bank (NTB) clients acquisition process and manage the capture of client service synergies in order to achieve assigned targets and contribute to the bottom line profitability of the department.
- Relationship Management Perform day to day Banking services in order to meet and exceed client expectations.
- Address client issues in order to ensure timely resolution.
- Product Solutions Analyze received feedback, identifying opportunities for new product solutions, directing to internal specialists to source these products.
- Identify cross selling opportunities and proactively interact with internal resources in order to provide product solutions for clients.
- Risk Management Meet quality standards, minimise errors in transaction execution and service delivery and comply with all relevant regulations, policies and guidelines.
- Policies, Processes, Systems and Procedures Adhere to all relevant organisational and departmental policies, processes, standard operating procedures and instructions.
- Self Management Manage self in line with the Bank’s people management policies, procedures, processes and practices.
- Customer Service Demonstrate Our Promise and apply the ADCB Service Standards to deliver the Bank’s required levels of service.
Ideal Candidate Experience
- At least 7 years of experience in a commercial/universal Bank context in a relationship management client facing role working with high net worth clients executing client transactions across business.
- Bachelor’s Degree in Finance, Economics, or a related field.
- Associate Wealth Manager Programmes (AWM).
- Client service and acquisition skills.
- Ability to network across stakeholder groups.
- Communication skills.
- Ability to use fact based analysis to win broad support for new concepts and ideas.
- Written and spoken English.
What we offer
- Comprehensive Benefits Package: market leading medical insurance, group life and personal accident insurance, paid leave and leave airfare, employee preferential rates on loans and finance facilities, staff discounts and offers, and children education assistance.
- Flexible and Remote Working Options: flexible working arrangements, subject to eligibility and job requirements.
- Learning and Development Opportunities: structured instructor led courses, comprehensive e Learning catalog, on the job training and professional development programs.
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