Relationship Manager

Role summary

Wealth management and customer relationships

• Conduct structured wealth meetings with fact-finding, risk profiling, and recommendations.
• Conduct financial reviews and provide timely wealth management statements.
• Acquire customers and grow existing relationships, assets, balances, wallet share, and total relationship value.
• Act as the primary banking contact and resolve customer requests, enquiries, and complaints within service standards.
• Conduct regular calls, meetings, visits, and portfolio reviews; maintain consistent relationship coverage.
• Promote liabilities, lending, cards, investments, deposits, and wealth solutions; identify cross-selling opportunities.
• Prepare key-customer account plans and manage relationships to improve profitability, retention, and satisfaction.

Analysis and collaboration

• Analyze customer profiles, creditworthiness, credit data, and financial information to identify banking needs and suitable products.
• Use CRM, KAPITI, Digital RM, analytics, and relationship information to anticipate needs and identify opportunities.
• Collaborate with Wealth Management, Private Banking, Product, and Support teams on integrated solutions.
• Gather customer feedback and share insights with relevant stakeholders; support customer experience and segment growth initiatives.
• Participate in customer events, networking, business development, and assigned projects.

Education and qualifications

• Attain international wealth management qualifications in accordance with the bank’s standards.
• A bachelor’s degree is preferred, preferably in a business-related major.

Knowledge and competencies

• The listed skills include bank policies and procedures, consumer lending, credit card accounts, financial analysis, financial product knowledge, loan processing, private client services, and relationship management.
• The role calls for customer service, conflict management, communication, teamwork, interpersonal effectiveness, and achievement orientation.
• The description emphasizes knowledge of Qatari culture, traditions, business etiquette, and customer expectations.