Relationship Manager
Role Overview
Manage and grow a portfolio of Miqdam Banking customers through relationship management, wealth advisory, and banking services.
Support customer acquisition, retention, total relationship value growth, and a premium banking experience.
The role emphasizes customer understanding, suitable financial solutions, service excellence, compliance, and risk management.
Key Skills for This Role
Full Job Posting
Role overview
Manage and grow a portfolio of Miqdam Banking customers through relationship management, wealth advisory, and banking services.
Support customer acquisition, retention, total relationship value growth, and a premium banking experience.
The role emphasizes customer understanding, suitable financial solutions, service excellence, compliance, and risk management.
Wealth management and customer relationships
- Conduct structured wealth management meetings using fact-finding, risk profiling, and recommendations.
- Perform regular financial reviews and provide timely wealth management statements.
- Acquire new customers and deepen existing relationships, increasing wallet share, assets, liabilities, investments, and total relationship value.
- Serve as the primary contact for customer banking needs and resolve enquiries, requests, and complaints within service standards.
- Conduct regular customer calls, meetings, visits, and portfolio reviews; identify customer needs and growth opportunities.
- Promote liabilities, lending, cards, investments, deposits, and wealth solutions; collaborate with relevant teams on integrated solutions.
- Develop account plans and proactively manage relationships to support profitability, satisfaction, retention, and loyalty.
- Analyze customer profiles, creditworthiness, credit data, and financial information to identify suitable products and opportunities.
- Use customer insights and analytics to identify relationship-deepening and cross-selling opportunities; communicate customer feedback to stakeholders.
- Support segment growth, customer engagement, marketing activities, customer events, networking, and special projects.
Qualifications and expectations
- Attain international wealth management qualifications in accordance with the bank’s standards.
- A bachelor’s degree is listed; a business-related major is preferred.
- Demonstrate knowledge of Qatari culture, traditions, business etiquette, and customer expectations.
- Build competency in banking tools including CRM, KAPITI, and the Digital RM platform.
Listed skills
- Bank policies and procedures, consumer lending, credit card accounts, customer conflict management, customer relationship management, financial analysis, financial product knowledge, and loan processing.
- Oral and written communication, private client services, product and service knowledge, and relationship management.
Competencies
Drive for results, customer service orientation, teamwork, interpersonal effectiveness, change orientation, and achievement of high performance.
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