Relationship Manager

Role summary

Key accountabilities

• Manage an assigned customer portfolio, maintain coverage, and develop account plans and portfolio reviews.
• Conduct structured wealth meetings, fact-finding, risk profiling, recommendations, and regular financial reviews.
• Acquire customers and deepen relationships to increase wallet share, assets, investments, liabilities, and relationship value.
• Act as the primary contact, provide personalized service, and resolve requests, enquiries, and complaints within service standards.
• Conduct calls, meetings, and visits; identify customer needs and relationship-growth opportunities.
• Promote lending, cards, investments, deposits, liabilities, and wealth solutions; achieve acquisition, retention, revenue, and product-penetration targets.
• Work with Wealth Management, Private Banking, Product, and Support teams to deliver integrated solutions.
• Analyze customer profiles, creditworthiness, financial information, and insights to identify needs and suitable products.
• Provide wealth-management statements, seek customer feedback, and communicate insights to relevant stakeholders.
• Serve walk-in and referred customers to premium standards and support customer-experience and segment-growth initiatives.
• Support business development, marketing, customer events, networking, special projects, and other management assignments.

Education and role requirements

• Bachelor’s degree, preferably in a business-related major.
• Attain international wealth-management qualifications required by the bank’s standards.
• Demonstrate knowledge of Qatari culture, traditions, business etiquette, and customer expectations.
• Build competency in CRM, KAPITI, the Digital RM platform, and other banking IT solutions.
• Follow bank policies, regulatory requirements, internal controls, and risk-management standards.
• Assess customer creditworthiness and interpret customer financial information to support suitable banking recommendations.

Skills and competencies

• Bank policies and procedures, consumer lending, credit card accounts, loan processing, financial analysis, and financial product knowledge.
• Customer relationship management, conflict management, private client services, product knowledge, and relationship management.
• Drive for results, customer-service orientation, teamwork, interpersonal effectiveness, change orientation, and high performance.
• Oral and written communication.