Relationship Manager

1 week ago


Dubai, Dubai, United Arab Emirates Sundus Full time

About Sundus

Sundus is a leading financial institution that provides personalized banking services to high net worth individuals. We are seeking a highly skilled and experienced Relationship Manager to join our Private Banking team.

Key Responsibilities

  • Client Relationship Management
    • Build and maintain strong relationships with existing clients, understanding their financial goals and objectives.
    • Identify new business opportunities and develop strategies to acquire new clients.
  • Financial Analysis and Planning
    • Conduct thorough financial analysis of clients' portfolios, identifying areas for improvement and providing tailored investment advice.
    • Develop and implement comprehensive financial plans, ensuring alignment with clients' goals and risk tolerance.
  • Product and Service Development
    • Stay up-to-date with market trends and product offerings, identifying opportunities to enhance our services and improve client satisfaction.
    • Collaborate with internal stakeholders to develop and launch new products and services.
  • Business Development and Sales
    • Develop and execute sales strategies to acquire new clients and grow existing relationships.
    • Build and maintain strong relationships with internal stakeholders, including credit and investment teams.

Requirements

  • Education and Experience
    • Bachelor's degree with MBA or equivalent work experience in private banking and wealth management.
    • Minimum 6-7 years' experience in private banking relationship management and wealth management/investment product sales.
  • Skills and Qualifications
    • Strong knowledge of legal and regulatory issues related to credit and investment products.
    • Excellent networking and business development skills.
    • Ability to relate to different markets, understand risks, and analyze various types of investments.
    • Sales-oriented with the ability to prospect, persuade, handle objections, and communicate effectively with clients.


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