Relationship Manager, Elite ( UAE National )
Core
Support Relationship Managers in managing and expanding a portfolio of affluent, High-Net-Worth Individual (HNWI), and Ultra-High-Net-Worth Individual (UHNWI) clients by providing exceptional client service, coordinating investment and banking transactions, and supporting wealth advisory activities.
Role type
Senior IC relationship manager support (Elite Banking)
Builds
Tailored client solutions for HNWI and UHNWI portfolios
Domain
Banking and Wealth Management in the UAE
Deliverable
client delivery
Required skills
Client relationship management, sales and revenue target achievement, financial review and portfolio analysis, regulatory compliance (KYC, AML, FATCA, CRS), product promotion, cross-functional collaboration, documentation and record keeping, risk monitoring
Preferred skills
Professional certifications such as SCA
Technologies
Banking and wealth management platforms, CRM systems
Responsibilities
Manage and grow an assigned portfolio of Elite Banking clients; Acquire new affluent and high-net-worth clients through referrals and networking; Achieve assigned sales, revenue, deposits, liabilities, investments, insurance, lending, and Assets Under Management (AUM) targets; Conduct regular client meetings, financial reviews, and portfolio discussions; Promote approved wealth management products and banking solutions; Collaborate with Investment Advisors, Product Specialists, Treasury, Credit, Operations, Compliance, and Service Teams; Prepare and follow up on client proposals, portfolio reviews, facility applications, investment documentation, and relationship management materials; Ensure timely execution of client instructions, investment transactions, subscriptions, renewals, switches, redemptions, and service requests; Maintain complete and accurate client records, KYC documents, account information, call reports, pipeline updates, and relationship files; Ensure adherence to KYC, AML, FATCA, CRS, UAE Central Bank requirements, internal policies, confidentiality standards, and information security requirements; Monitor client activity and escalate suspicious, unusual, operational, compliance, credit, or reputational risk matters; Maintain high standards of client satisfaction, retention, professionalism, and service excellence across the Elite Banking portfolio.
Seniority
Mid-level, hands-on IC