Banking Consultant

About This Role

About the Company

We are seeking a client-focused and relationship-driven Banking Consultant to build, manage, and grow long term relationships with customers. The role focuses on understanding client financial needs, providing tailored banking solutions, and delivering a premium banking experience. The ideal candidate should possess strong communication skills, professional presence, and the ability to represent the bank with credibility and trust. Candidates with CSP experience will be preferred.

About the Role

The Banking Consultant will be responsible for developing and maintaining strong, long-term relationships with new and existing clients while ensuring high levels of customer satisfaction.

Responsibilities

• Develop and maintain strong, long-term relationships with new and existing clients.
• Understand clients’ financial goals and provide appropriate banking solutions including deposits, loans, credit facilities, and investment products.
• Serve as a trusted advisor by offering guidance on banking services and financial products.
• Ensure high levels of customer satisfaction through proactive engagement and consistent follow-ups.
• Identify opportunities to deepen relationships through cross-selling and value-added services.
• Maintain strict compliance with banking regulations, policies, and risk standards.
• Present and conduct oneself professionally in alignment with banking industry standards.
• Collaborate with internal teams to ensure seamless service delivery and client support.

Qualifications

• Bachelor’s degree in Banking, Finance, Business Administration, or a related field.
• 3–5+ years of UAE banking experience in relationship management or customer advisory roles.
• Experience in managing client portfolios and delivering personalized banking services.
• Corporate Services Provider experience preferred.

Required Skills

• Strong understanding of SME/corporate banking products and compliance requirements.
• Excellent sales planning, pipeline management, and target achievement skills.
• Proficiency in negotiation, client prospecting, and closing business deals.
• Ability to prepare and deliver structured reports and presentations.
• Cross-selling and client retention capabilities.
• Financial product advisory skills with a consultative selling approach.

Preferred Skills

• Excellent communication and interpersonal skills.
• Professional presence and banker-like presentation.
• Client-centric mindset with strong listening skills.
• High level of integrity and confidentiality.
• Target-aware but relationship-first orientation.