Relationship Manager

Role overview

Wealth and portfolio management

• Conduct structured wealth meetings, fact-finding, risk profiling, and recommendations.
• Carry out regular financial reviews and provide timely wealth management statements.
• Maintain customer coverage, prepare portfolio reviews, and develop account plans.
• Promote lending, cards, investments, deposits, liabilities, and wealth solutions.

Customer growth and service

• Acquire and retain customers and grow wallet share, balances, assets under management, and product penetration.
• Act as primary point of contact; conduct customer calls, meetings, and visits and resolve enquiries and complaints.
• Use customer insights and analytics to identify needs, deepen relationships, and cross-sell suitable products.
• Coordinate integrated solutions with Wealth Management, Private Banking, Product, and Support teams.

Analysis and related assignments

• Analyze customer creditworthiness and financial information, profile customer needs, and identify suitable products.
• Support business development, marketing initiatives, customer events, networking, and special projects.
• Gather customer feedback and communicate insights to relevant stakeholders.

Qualifications and capabilities

• Attain international wealth management qualifications in line with bank standards.
• A bachelor’s degree is required; a business-related major is preferred.
• Use banking tools including CRM, KAPITI, and the Digital RM platform.
• Demonstrate knowledge of Qatari culture, business etiquette, and customer expectations.

Listed skills

• 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 knowledge, and relationship management.