Abu Dhabi Islamic Bank
Senior Relationship Manager Private Banker at Abu Dhabi Islamic Bank will manage and develop HNWI client portfolio aiming to strongly grow and expand (locally/regionally) the relationship to maintain their satisfaction and increase profitability & return on portfolio. As well as, PB RM will Identify client needs, liaise & introduce to client relevant ADIB experts/specialists with the ability to “spot opportunities” to offer the world class service standards.
Responsibilities of Senior Relationship Manager
- Responsible to manage 40 to 50 HNWI/Business owner’s acct/relationships with a dedicated day-to-day service and support for private Banking clients.
- Initiate, acquire and maintain relationships by acting as the first point of contact to identify & handle client (individual/family) banking ft financial service needs
- Work closely with internal partners/banking professionals to deliver the best-in class products and services to clients in a timely manner.
- Responsible for client portfolio performance to grow liabilities, financing and investment/ AuMs in addition to ensure increase return on portfolio and achieve the set revenue targets.
- Fulfills the essential functions of a Private Client liaison, coordinating with other departments on client onboarding documents, transfers and client meetings
- Develop relationships with a range of clients, ensuring they receive the highest levels of service.
- To ensure that client onboarding documentation/profiling required operating the account is obtained & client files are always complete.
- To call on the clients assigned to them regularly (min. once a quarter) and to document the call by preparing relevant call reports.
- To ensure that all control, operational and audit issues relating to Private Banking activities are properly applied.
- To maintain awareness of latest Private Banking products and developments/update of the market(s) performance.
- Act as first line of defense while facing client to ensure compliance with banking regulations , ADIB policies/procedures & AML/governance guidelines
- Take reasonable steps to seek from the client appropriate and available information regarding the client’s financial situation, Investment product experience to be appropriate product offering matching with client’s risk profile & financial needs.
Requirements of Senior Relationship Manager
- Bachelor’s degree with MBA is required, or equivalent work experience with investment and credit certifications.
- Minimum 7 years’ experience preferably in private banking relationship management, wealth management product sales.
Skills and Knowledge Desired
- Good knowledge of legal/Sharla Issues related to credit ft Strong networking and business development skills.
- Team player, organized, efficient, accurate in follow up and attention to details.
- Strong knowledge and demonstrated ability to sell private banking products, wealth management & Investment products.
- Excellent written and verbal communication skills in addition to Presentation skills.
- Sales oriented with the ability to communicate properly with client and others.
- Ability to relate to different markets, understand the risks and analyze different types of investment.
- Client centric approach, quality orientation and problem solving skills.
Senior Relationship Manager Private Banker ADIB