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Abu Dhabi Assistant Relationship Manager-Mass Affluent Segment

  • Location
    (ABU DHABI) and various
  • Job Reference
    16268
  • Functional Area/Experience
    Business, Accounting & Finance / 2 Years

Job Description & Qualifications

At ADCB, our objective is to become the most valuable bank in the UAE. Since its formation in 1985, the bank has grown and its presence in the UAE has gone from strength to strength. ADCB′s ambitions allow us to offer many opportunities across the organisation for anyone interest in pursuing a fulfilling career that enables you to work with colleagues and customers from around the world. These roles span all major areas within ADCB, from retail, commercial and investment banking to support functions such as finance, human resources, technology and marketing.

Responsibilities

To manage and develop client relationships in a specified geographical area to meet the defined objectives and standards of the bank

Relationship Management

  • Develop and manage client relationships by offering value-added advice and guidance to
  • customers and placing their needs at the forefront to achieve desired objectives of the bank in line with the required standards.
  • Grow sustainable revenues from existing customer portfolio and through targeted
  • acquisition of quality new customers
  • Proactively develop effective plans to manage relationships, both existing and new, by anticipating customer needs and providing superior quality services resulting in increased wallet share

Portfolio Management

  • Monitor and control customer portfolios to achieve desired quality through cross sell,upsell and retention
  • Increase profitability, relationship depth while minimising risk to ensure a healthy portfolio
  • Optimise the potential value and profitability of existing relationships by assisting in the
  • delivery of solutions, products and services appropriate to meet customer needs and to improve customer engagement
  • Establish an effective dialogue / working relationship with Risk Management teams in order to build a sustainable asset growth

Requirements

  • At least 2 years of relationship management experience in banking/ financial services industry
  • A minimum of CISI Level 1 certification is required
  • Experience in Wealth / Portfolio Management within the local market, driving wealth penetration


Job Skills/Competencies Required

  • An extensive and demonstrable knowledge of markets, Investment and Insurance products is required
  • Understanding of wealth management products & services