Relationship Manager - Wealth Distribution

Relationship Manager

• Embark on a journey where your unique contributions are celebrated, and your professional growth is embraced.
• At ADCB, we nurture a diverse, inclusive community where every voice is valued.
• At ADCB, we are dedicated to creating a respectful, caring and disciplined work environment that aligns with your career ambitions.Embark on a journey where your unique contributions are celebrated, and your professional growth is embraced.
• At ADCB, we nurture a diverse, inclusive community where every voice is valued.
• About the business area
• The Retail Banking Group (RBG) supports retail and micro-business customers in managing their finances, through expert advice and the provision of a full suite of specialist products and services in conventional and Shari’ah compliant banking.
• The business is committed to driving digital innovation to deliver excellence in customer service.
• We are actively seeking an ambitious professional to join our Retail Banking team at ADCB to work alongside passionate colleagues who share your ambition to redefine excellence in UAE banking.
• In this role, your key responsibilities include
• :
• Relationship Management: Develop and manage relationship with customers, conducting reviews of specific client portfolio’s, identifying improvement and development areas to the use of products and services, including proactive communications, advocacy and ongoing solicitation of feedback regarding products and services in order to build and maintain strong relationships with clients and to increase their portfolios development and long term progression. Support the development of new products and services, based on customer feedback, supporting in the identification and introduction of innovative products in order to continuously enhance and meet customer needs and to ensure best in class products are included to the product listing.
• Portfolio Management: Conduct reviews and analysis of specified client portfolios/products, providing supporting data on product usage and assisting in the development of the sales activity planning process, including reviewing existing customer files in order to identify sales opportunities, provide informed advice and inputs and drive cross-sell, upsell/retention.
• Volume Delivery: Support the delivery of the financial target agreed with the business head through conducting the day-to-day activities as assigned in order to ensure overall Unit objectives and goals are met.
• Policies, Processes, Systems and Procedure: Adhere to all relevant organizational and departmental policies, processes, standard operating procedures and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders.
• Self-Management: Manage self in line with the Bank’s people management policies, procedures, processes and practices to ensure adherence and to maximize own contribution to business performance.
• Customer Service: Demonstrate Our Promise and apply the ADCB Service Standards to deliver the Bank’s required levels of service in all internal and external customer interactions
• The ideal candidate should have the following experience
• At least 6 years of relationship management experience in Banking/financial services industry
• Bachelor’s Degree in Business Management or Finance
• SCA certified
• In depth knowledge of global financial markets and trends
• Understanding of wealth management products and services
• Strong negotiation skills
• Strong decision making skills and the ability to take the lead
• Good numeracy skills
• What we offer:
• **Competitive Salary**
• : The indicative pay range for this role is AED 15,000 - AED 22,000 per month.
• Additionally, all employees are eligible to participate in one of our rewarding variable pay plans.
• **Comprehensive Benefits Package**
• : This includes market-leading medical insurance, group life and personal accident insurance, paid leave and leave airfare, employee preferential rates on loans and finance facilities, staff discounts and offers, and children education assistance (for certain job levels).
• **Flexible and Remote Working Options**
• : We understand the importance of work-life balance and offer flexible working arrangements, subject to eligibility and job requirements.
• **Learning and Development Opportunities**
• : We value and facilitate continuous learning and personal development, through a variety of exciting learning opportunities, such as structured instructor-led courses, a comprehensive e-Learning catalog, on-the-job training and professional development programs.
• At ADCB, we are dedicated to creating a respectful, caring and disciplined work environment that aligns with your career ambitions.