Relationship Manager

Role summary

Wealth and customer management

• Conduct structured wealth meetings using fact-finding, risk profiling, and recommendations.
• Carry out regular financial reviews and provide timely wealth management statements.
• Acquire new customers and grow wallet share, assets under management, liabilities, investment balances, and total relationship value.
• Act as the primary contact for banking needs and resolve requests, enquiries, and complaints within service standards.
• Conduct customer calls, meetings, visits, and portfolio reviews; proactively identify customer needs and growth opportunities.
• Promote liabilities, lending, cards, investments, deposits, and wealth solutions.
• Prepare account plans and manage relationships to support profitability, retention, loyalty, and satisfaction.
• Coordinate with Wealth Management, Private Banking, Product, and Support teams to deliver integrated solutions.
• Use customer insights and analytics to identify relationship-deepening and cross-selling opportunities.
• Gather and analyze customer credit and financial information and profile customer banking needs.
• Support business development, engagement, marketing initiatives, customer events, and special projects.
• Achieve agreed acquisition, retention, revenue, and product penetration targets.

Qualifications and competencies

• Bachelor’s degree, preferably in a business-related major.
• Attain international wealth management qualifications in line with bank standards.
• Demonstrate knowledge of Qatari culture, traditions, business etiquette, and customer expectations.
• Build competency in CRM, KAPITI, the Digital RM platform, and other banking tools.
• Demonstrate achievement orientation, customer service, teamwork, interpersonal effectiveness, and adaptability.

Additional accountabilities