Relationship Manager

Role overview

Wealth management and customer relationships

• Conduct structured wealth management meetings involving fact-finding, risk profiles, and recommendations.
• Perform regular financial reviews and provide timely wealth management statements.
• Acquire new customers and deepen existing relationships, increasing wallet share, assets, liabilities, investment balances, and relationship value.
• Manage portfolio coverage, conduct customer calls and meetings, and serve as the primary point of contact.
• Resolve customer requests, enquiries, and complaints within agreed service standards.
• Promote banking, lending, cards, investments, deposits, and wealth solutions.
• Prepare account plans, manage retention and loyalty, and identify opportunities through customer insights and data analytics.
• Collaborate with internal teams and participate in customer events, business development, and segment initiatives.

Qualifications and role knowledge

• Attain international wealth management qualifications in line with the bank’s standards.
• A bachelor’s degree, preferably in a business-related major.
• Demonstrate knowledge of Qatari culture, traditions, business etiquette, and customer expectations.

Skills and tools

• The listed skills include bank policies and procedures, consumer lending, credit card accounts, customer conflict management, and customer relationship management.
• Financial analysis, financial product knowledge, loan processing, private client services, product and service knowledge, and relationship management are listed.
• Banking tools include CRM, KAPITI, the Digital RM platform, and other IT solutions.
• Listed competencies include achievement orientation, customer service orientation, teamwork, interpersonal effectiveness, change orientation, and high performance.