Relationship Manager - Excellency

Job Purpose: To build and grow the portfolio of assigned clients, by identifying selling and cross-selling opportunities through the daily analysis and interactions made with clients in order to increase client wallet share and loyalty as per the strategic goals of the bank.

Accountabilities:

1. Relationship Management: Develop and manage client relationships to meet client needs and achieve desired objectives of the bank in line with the required standards and identify new clients and ensure the proper articulation of services/products which ADCB would offer them in order to increase the size of the portfolio and wallet share. Manage the daily interactions with clients and provide superior client service to improve clients’ experiences and maximizes the bank’s profitability.

2. Portfolio Management: Monitor and control customer portfolios to achieve desired quality through cross sell, upsell and retention
Cross sell and upsell various products of the portfolio to existing client accounts, based on the requirements of the client, in order to contribute to the increase in product penetration and wallet share of the existing clients.

3. Volume Delivery: Deliver the financial target as agreed with the business whilst adhering to the required standards, policies and procedures

4. Customer Service: Demonstrate our promise and apply the ADCB service standards to deliver the bank’s required levels of service in all internal and external customer interactions. Assist in coordinating service provisions with others in order to ensure efficient turnaround of transactions and that clients’ enquiries and documentation needs are met in a timely manner.

5. Policies, Processes, Systems and Procedures: Implement approved departmental policies, processes and procedures, and ensure employee adherence so that work is carried out to the required standard while delivering the required standards of service to customers and stakeholders

Minimum Experience: 

• At least 3 years of relationship management experience in the banking/financial services industry within a Wealth Management department.

Minimum Qualifications: Bachelor’s Degree

Professional Qualifications: CISI / ICWM

Knowledge and Skills: 

• A strong and demonstrable understanding of wealth management products and services is required.
• A high level of proven experience in conducting financial reviews & developing tailored financial plans to assist HNW clients is essential.
• An in depth knowledge of global financial markets and trends. 

Language: Bi-lingual Arabic and English is preferred