Relationship Manager - Wealth Management (UAE National)
Skills
About This Role
Job Purpose
- To support the Bank’s business strategy by acquiring and managing high-net-worth (HNW) clients. The role requires a UAE National Relationship Manager with a strong background in wealth management, capable of delivering tailored financial solutions, enhancing client relationships, and contributing to the growth of the Bank’s HNW client base.
- The role is required to acquire/ transfer HNW clients’ portfolios to Emirates Investment Bank to generate fee income and Assets Under Management (AUM).
- The role must work closely with team leaders, Head of Business Development and Investment Advisors to ensure client product suitability is maintained as per the internal policies.
Client Acquisition and Revenue
- To source new qualified clients for Wealth Management business based on the business plan submitted at the time of on-boarding.
- To ensure generation of net fee income through the sale of Investment products and to generate the required Assets under Management (AUM).
- To maintain regular contact with the client including regular face-to-face meetings and maintain call reports of all client activities.
- To profile the clients’ risk and return aspirations and work with Investment Advisors to maintain client risk profile suitability at all times.
- To increase assets under management of existing clients and develop the relationship.
- To provide and maintain, on an ongoing basis, a monthly report, figures, forecasting and any other records which may be required by the Team Leader to keep up-to-date records of sales & performance.
- To do account planning with Team Leader and Head of Distribution and Investment Advisors to understand the needs of the client and provide appropriate financial solutions to the client.
- To ensure consistent service delivery is maintained at all touch points for clients.
- To continuously provide feedback on competitive activities to the Product and Business team to track market developments.
- To attend regular product trainings and to be updated with the financial market developments.
- To safeguard the Bank’s reputation by ensuring ethical and professional behavior is maintained at all times.
- To maintain superior client service levels by pro-actively meeting the clients on regular basis and pre-empting any possible client complaints and concerns.
Client Portfolio Management
- To maintain and enhance new and existing relationships with key and prospective clients to ensure business continuity and growth.
- To provide regular updates to the Head of Business Development/ Wealth Management on performance of the portfolio accounts and on key market updates which may impact client attrition.
- To analyse the client’s financial standing to assess the credit risk for the client and ensure that the credit quality of the portfolio is not compromised.
- To recommend/reject or approve credit facilities, within prescribed limits, after a comprehensive analysis of the client’s net worth and proposed financial standing.
- To ensure provision of high quality and timely service to clients.
Internal Collaboration
- To monitor service level agreements and manage the coordination with other departments to meet client service expectations.
- To engage with key stakeholders including on-boarding team, credit, operations, technology, and treasury to deliver a timely and effective level of client experience.
- Regulatory and Compliance:
- To ensure that the client being on-boarded is of good reputation and financial standing and will maintain proper financial and KYC documentation at all times.
- To ensure customer documentation is complete and in line with the Bank’s requirements.
- To help service coordinators in resolving documentation and other client-related discrepancies.
- To adhere to a robust control framework, ensuring communications with clients meet internal control standards and external regulatory requirements.
- To ensure clients’ KYC and risk profile are reviewed regularly as per compliance policy, and is updated with any new changes in clients’ financial status.
- To ensure risk assessment of the client portfolio is maintained by personally reviewing all proposals, identifying, and assessing all risk inherent in credit exposures.
- To ensure all compliance/ credit and AML queries are answered within 48 hours.
- To ensure all internal and external trainings are attended and CPD hours are completed.
Qualification & Experience
- Overall, 10-15years of experience in Banking and minimum 5-10 years of experience in Wealth Management/ Private Banking/ Asset Management.
- Proficient in MS Office.
- CISI qualification
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