The Relationship Manager - Wealth Coverage - UAE & International is responsible for driving client acquisition and managing relationships within the Priority and Private Banking segments. The role involves identifying and engaging high-net-worth individuals and ultra-high-net-worth individuals both locally and internationally.
Requirements
- Proactively source NTB clients within the Priority and Private Banking segments
- Build and maintain long-term relationships with existing clients
- Develop a personalized approach to client acquisition by understanding clients' financial goals, needs, and risk profiles
- Engage with potential clients via targeted outreach, leveraging internal and external networks, local & international branches, events, and marketing initiatives
- Promote and sell a full range of wealth management products
- Source and cross-sell liability products and mortgages to clients
- Leverage the bank’s international network to source clients and business opportunities from global markets
- Stay up to date with market trends and competitor offerings
- Lead the client onboarding process, ensuring all necessary documentation, compliance, and KYC are completed in a timely and accurate manner
- Achieve assigned targets related to client acquisition, wealth revenues and portfolio growth
- Represent the bank at events, networking opportunities, and private client gatherings to enhance brand presence and generate leads
- Develop a deep understanding of clients' evolving needs and deliver exceptional service to ensure client retention and referrals
Benefits
- Competitive salary
- Benefits package
- Opportunities for career growth and development