Relationship Manager Excellency
2 months ago
Job Purpose: To build and grow the portfolio of assigned Excellency 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 Excellency strategic goals of the Bank
- Develop and manage Excellency 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 in order to improve clients\xe2\x80\x99 experiences and maximise the Bank\xe2\x80\x99s profitability
- Assist in coordinating service provisions with others in order to ensure efficient turnaround of transactions and that clients\xe2\x80\x99 enquiries and documentation needs are met in a timely manner
Skills
Minimum Experience
- At least 5 years of experience in relationship management experience in Banking/financial services industry
Minimum Qualifications
- Bachelor\xe2\x80\x99s Degree in a related field
Professional Qualifications
- Accredited Financial Analyst, Certified Investment Professional, Certificate in Quantitative Finance, Chartered Financial Analyst, Certified International Investment Analyst.
- Master Financial Risk Manager (FRM), International Compliance
- Association (ICA) Specialist or Certificate in Conduct Risk
Knowledge and Skills
- Working knowledge and experience of Banking operations and ability to prioritise and handle multiple tasks
- Strong planning, analytical and time management skills
- In depth knowledge of global financial markets and trends
Understanding of wealth management products and services
- Communication skills
- Customer service skills
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