Senior Specialist, Relationship Management (Global Payments & Trade Dubai)
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Key skills for this role
About the Role
Support the Global Payments & Trade Relationship Management team in managing client relationships, preparing materials, coordinating internal stakeholders, monitoring pipeline, and driving revenue growth in Dubai.
Key Skills for This Role
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Overview
- The Senior Specialist will support the Global Payments & Trade Relationship Management team in managing and growing client relationships across the payments, cash management, liquidity, and trade product set.
- The role involves assisting with client coverage activities, coordinating internal stakeholders, supporting onboarding and implementation efforts, preparing client materials, and helping drive revenue growth through high-quality relationship support and execution.
- This role is located in **Dubai** .
- In this role, you’ll make an impact in the following ways:
- Support senior relationship managers in managing day-to-day client interactions across Global Payments & Trade solutions.
- Assist in preparing client meeting materials, account plans, call reports, and follow-up actions.
- Coordinate with product, implementation, service, operations, compliance, and legal teams to support client needs and ensure smooth execution.
- Help monitor pipeline activity, onboarding progress, account usage, and revenue opportunities across the portfolio.
- Track client issues, service requests, and strategic initiatives to ensure timely resolution and effective communication.
- Contribute to identifying cross-sell and upsell opportunities within existing client relationships.
- Support RFPs, pricing discussions, internal approvals, and documentation processes where required.
- Maintain accurate client records, meeting notes, and reporting in internal systems.
- Develop knowledge of payments, liquidity, cash management, and trade solutions to support client conversations effectively.
- Assist with market and client research to help the team prepare for strategic discussions and business development efforts.
- To be successful in this role, we’re seeking the following:
Required Qualifications
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Relevant experience in transaction banking, corporate banking, treasury services, client management, or financial services support.
- Strong interest in payments, cash management, and trade finance solutions.
- Excellent written and verbal communication skills (Fluency in **English and Arabic** are essential to support the client segment)
- Strong organizational skills and attention to detail.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong analytical and problem-solving skills.
- Proficiency in PowerPoint, Excel, and CRM/reporting tools.
- **Preferred Qualifications**
- Experience supporting institutional, corporate, or financial institution clients.
- Familiarity with treasury services, correspondent banking, liquidity structures, or trade products.
- Strong stakeholder management and coordination skills across multiple internal functions.
- Commercial mindset with the ability to identify client needs and business opportunities.
- **Key Competencies**
- Client focus
- Relationship-building skills
- Execution discipline
- Commercial awareness
- Team collaboration
- Communication and presentation skills
- Attention to detail
- Ownership and accountability
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