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Personal Banking Relationship Manager

Connected Group ME

UAE

Ref: GP490-152

Job description / Role

Main Job Objectives:
• Sell and cross sell bank products and services to clients to achieve business targets.
• Open new channels to acquire new clients.
• Establish and develop relationships with branch clients to introduce the bank’s services in view of client needs and prepare call for potential and existing clients in view of the bank policies and standards.
• Handle and resolve customer queries in a timely manner.
• Ensure adherence to branch and regulator policies, recommendations

Job Responsibilities:
• Solicit new to bank and new to product leads.
• Retain existing clients through focused relationship management activities.
• Provide advice on potential financial solutions based on identified needs.
• Resolve client queries.
• Analyse financial requirements of customer and match with banks products offerings.
• Develop opportunities to increase the sales production.
• Prepare, and review all required reports and KYC forms to ensure that all transactions are adhered to the bank’s policies and procedures.

Requirements

Requirements:
• Experience in high net worth client facing environment at a financial institution is preferred
• Advanced knowledge of wealth management products would be helpful
• Mature and independent mindset, able to work effectively under pressure
• Strong commercial orientation with acute interpersonal skills
• Certified Financial Planner or Certified Financial Marketing Planner accreditation or other relevant qualification an advantage
• University level education would be ideal, preferably in finance, business or a related discipline

Qualifications:
• Education Level: University Degree
• Good communication skills
• Language :Advanced English
• Previous Experience : 1-3 Years’ experience in a sales environment

About the Company

Established in 1997 in Hong Kong, ConnectedGroup is a regional executive recruitment and search consultancy with broad coverage across a full range of functional and industry specialisms, each serviced by dedicated teams. Our strategy is to continue to develop our offering as a ‘big boutique’ where we combine high levels of engagement and accountability with a comprehensive scope of delivery capability.

Our core services include; Retained Executive Search, Exclusive Contingent Search and Contingent Recruitment services for mid to senior permanent positions as well as Contract Staff and Interim Management services. We also engage with clients to deliver specialised and tailored projects such as volume recruitment and market mapping exercises.

Our mission is "to be remembered for exceeding expectations"​ which drives us to deliver outstanding levels of service and exceptional outcomes for clients and candidates, as well as meaningful careers for our team. We recruit and measure our employees against the values of being Candid, Creative and Connected which drives our open and transparent culture whilst encouraging new ideas and focuses us on internal communications that leverage greater benefits for our clients. At ConnectedGroup words such as 'respect'​, 'integrity'​ and 'professionalism'​ are not aspirational, they are prerequisite behaviours and are expected in all aspects of our work.

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Relationship Manager salaries in UAE

Average monthly compensation
AED 10,000

Breakdown available for industries, cities and years of experience