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Relationship Manager - Wealth Coverage - UAE & International

Relationship Manager - Wealth Coverage - UAE & International

ADIB - Abu Dhabi Islamic BankAbu Dhabi, United Arab Emirates
19 منذ أيام
الوصف الوظيفي

Relationship Manager - Wealth Coverage - UAE & International Job Description

Role : Relationship Manager - Wealth Coverage - UAE & International

Location : Abu Dhabi

Role Purpose :

The role 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 (HNWIs) and ultra-high-net-worth individuals (UHNWIs) both locally and internationally , based on Priority & Private banking qualifying criteria.

The RM will source and cross-sell wealth management and liabilities products, contributing to the growth of the bank's portfolio and overall front-end revenue. This includes utilizing the bank's extensive global network and resources to identify opportunities across various markets where the bank has a presence.

Key Accountabilities of the role

Client Acquisition & Relationship Management :

  • Proactively source NTB clients within the Priority and Private Banking segments, ensuring alignment with the bank's qualifying criteria for wealth management services.
  • Build and maintain long-term relationships with existing clients, ensuring consistent engagement and satisfaction.
  • 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.

Sourcing Wealth and Liability Products :

  • Promote and sell a full range of wealth management products, including Sukuk, Structure products, Mutual Funds, BancaTakaful, and other banking solutions, tailored to meet the specific needs of HNWIs and UHNWIs.
  • Source and cross-sell liability products and mortgages to clients, ensuring appropriate product placement based on individual client circumstances.
  • Collaborate with product specialists, credit teams, and other internal resources to develop bespoke solutions for clients.
  • Market Expansion & Cross-Border Sourcing :

  • Leverage the bank's international network to source clients and business opportunities from global markets where the bank has a presence, including the identification of cross-border wealth and liability needs.
  • Stay up to date with market trends andpetitor offerings to ensure the bank's wealth and liability products remainpetitive across all markets.
  • Client Onboarding & Documentation :

  • Lead the client onboarding process, ensuring all necessary documentation,pliance, and KYC arepleted in a timely and accurate manner.
  • Ensure adherence to regulatory guidelines and internal policies related to client account management.
  • Revenue Generation & Targets :

  • Achieve assigned targets related to client acquisition, wealth revenues and portfolio growth, in line with bank-wide goals.
  • Monitor, track, and report on performance metrics, identifying areas for growth and improvement.
  • Ensure the successful cross-selling of a range of products to maximize the lifetime value of each client.
  • Networking & Brand Representation :

  • 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.
  • Key Deliverables :

  • Acquisition of NTB clients for priority and private banking.
  • Growth in wealth revenues, including assets under management (AUM) and liabilities.
  • Increase in (FX) revenues,
  • Growth in NTW through targeted wealth management solutions.
  • Specialist Skills / Technical Knowledge Required for this role :

  • Strong understanding of wealth management products, private banking services, and liability solutions.
  • Ability to source new clients and build long-term, profitable relationships with high-net-worth and ultra-high-net-worth individuals.
  • Strong interpersonal andmunication skills, with the ability to engage clients in a professional, confident, and approachable manner.
  • Excellent understanding of the regulatory environment andpliance requirements for wealth management services.
  • Strong analytical skills and attention to detail.
  • A high degree of self-motivation, with a focus on achieving set targets.
  • Previous experience :

  • Minimum of 2-3 years of experience in wealth management, priority banking, private banking.
  • Job ID 300002377530686

    إنشاء تنبيه وظيفي لهذا البحث

    Relationship Manager • Abu Dhabi, United Arab Emirates