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Portfolio Relationship Manager

ADIB - Abu Dhabi Islamic Bank
Abu Dhabi, United Arab Emirates
Closing date
Aug 4, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Job Description

Role : Portfolio Relationship Manager - Priority Banking
Location : Abu Dhabi

Role Purpose:

To attract, deepen, grow and manage financial relationships with affluent clients, using full range of banking products and tools, utilizing a team-based approach to provide complete solutions to clients' financial needs

Key Accountabilities of the role

Client/ Business Acquisition :
  • Generating of new business via out marketing activities, gold center contacts and existing network
  • Increasing team revenue and productivity by cross- selling and up-selling remotely.
  • Acquiring new to bank customers
  • Identifying new potential expansion locations
  • Converting in-bound and outbound leads to sales
  • Building a strong trust relationship with key customers
  • Maintaining a loyal pool of customers/alliances who refer potential customers
  • Carrying out the function(s) remotely of promoting the financial products.
  • Collection of the required information and data
  • Evaluation of the clients' ability and appetite to handle the risks (Risk Profile) and the detailed functions associated therewith.

Channels Cooperation:
  • Making referrals to other channels based on identified customer needs.
  • Smoothly implementing of Priority Banking services across surrounding branches

Management of service delivery:
  • Monitoring service levels for customer satisfaction remotely.
  • Customer retention efforts with personal involvement in complaint resolution, account closures and inquiries remotely.
  • Getting ad-hoc customer feedback remotely.

Control and Risk Mitigation:
  • Reviewing of credit applications
  • Adhering to laid out processes and procedures.
  • Ensuring appropriate and adequate documentation
  • Identifying trends of errors and proactively advice processes improvements

Specialist Skills / Technical Knowledge Required for this role:
  • University degree or a recognized professional certificate.
  • Experience of no less than three years in the area of the financial analysis, financial markets, investment, wealth management, or financial planning.
  • Detailed knowledge of ADIB's Retail Banking products & services
  • Experience in sales, product development or wealth advisory to priority banking customers/ retail HNIs
  • Broad knowledge of ADIB's Retail Credit & Operational Policies & Procedures
  • Specific Knowledge of UAE banking practices , regulations & risks
  • UAE Financial Rules & Regulations Certification
  • International Certificate in Wealth and Investment Management (Level 3)
  • Good Knowledge of competitors in the local market
  • Must have led a team of professionals
  • Detailed knowledge of service standards
  • Training & Presentation skills
  • Computer Skills

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