Relationship Manager, Elite
Core
Provide personalized banking service and investment advice to Elite customers while achieving financial budgeted targets.
Role type
Senior IC relationship manager (wealth management)
Builds
Elite asset, liability, and investment products
Domain
Banking and finance (UAE)
Required skills
Elite asset sales, liability sales, investment product sales, relationship management, customer acquisition, account review, sales target achievement, policy compliance, external client meetings, recovery coordination (via careerplan.io/jobs/14-007-05-D6B-relationship-manager-elite)
Preferred skills
Prior experience in Priority Banking or Wealth Management in UAE, existing Elite portfolio
Technologies
CISI, SCA
Responsibilities
Handle Elite asset, liability, and investment product sales to meet targets; ensure accurate product applications and document collection; proactively call existing Elite customers to review needs and make sales; meet Elite customers at external locations to build relationships and close sales; coordinate with Special Accounts Unit for irregular accounts; attend sales meetings to review performance and share best practices; maintain high customer service levels; achieve financial budgeted targets.
Seniority
Senior, hands-on IC