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 product sales
Domain
Banking and finance (UAE)
Required skills
Elite asset sales, liability sales, investment product sales, relationship management, customer service, financial budgeting, policy compliance, account recovery coordination, sales meeting participation (via careerplan.io/jobs/14-007-05-D6B-relationship-manager-elite-at-cbd)
Preferred skills
CISI/SCA qualification, prior Priority Banking/Wealth Management experience in UAE
Technologies
None stated
Responsibilities
Handle Elite asset, liability and investment product sales to meet given target; Ensure that all product applications are filled accurately, within the agreed timeframe and all the required documents are obtained to avoid re-work; Ensure that all customer applications submitted are within CBD policy guidelines; Proactively call existing Elite customers and make agreed target number of appointments per week to review customer needs and make sales of other suitable Elite products; Will meet relevant Elite customers at suitable external locations as required, in order to build relationships, provide service, make and close sales of Elite asset, liability and investment products; Coordinate with Special Accounts Unit (Recovery) to implement agreed actions in respect of Elite irregular accounts; Attend weekly and monthly team and area sales meetings to review performance and share best practice ideas; Ensure a consistently high level of customer service is maintained at all times; Achieve financial budgeted target of Elite Relationship Manager role
Seniority
Senior, hands-on IC