Relationship Manager

Role summary

Wealth management

• Conduct structured wealth meetings using fact-finding, risk profiling, and recommendations.
• Conduct regular financial reviews and provide timely wealth management statements.
• Build personal knowledge through self-study and professional development.

Customer and portfolio management

• Acquire new customers and deepen existing relationships, increasing wallet share, assets under management, liabilities, investment balances, and total relationship value.
• Maintain an assigned customer portfolio and conduct account plans and portfolio reviews to identify growth opportunities.
• Promote liabilities, lending, cards, investments, deposits, and wealth solutions.
• Serve as the primary contact for customer banking needs and resolve requests, enquiries, and complaints within service standards.
• Conduct regular customer calls, meetings, and visits; provide premium service to walk-in and referred customers.
• Use customer insights and data analytics to identify relationship-deepening and cross-selling opportunities; gather feedback and share it with stakeholders.
• Collaborate with Wealth Management, Private Banking, Product, and Support teams and support customer experience and segment growth initiatives.

Customer analysis and other duties

• Analyze customer information, creditworthiness, credit data, and financial information to support a continuous workflow.
• Profile existing and potential customers to identify banking needs and introduce appropriate products and services.
• Use CRM, KAPITI, the Digital RM platform, and other banking tools to analyze customers and anticipate needs.
• Support business development, customer engagement, marketing initiatives, customer events, networking, and special projects; perform other assigned duties.

Qualifications and knowledge

• Attain the international wealth management qualifications required by the bank’s standards.
• Demonstrate strong knowledge of Qatari culture, traditions, business etiquette, and customer expectations.
• The listed education is a bachelor’s degree, preferably in a business-related major.

Listed skills

• Bank policies and procedures; consumer lending; credit card accounts; customer conflict management; customer relationship management.
• Financial analysis; financial product knowledge; loan processing; private client services; product and service knowledge; relationship management; oral and written communication.

Competencies