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Relationship Manager – Wealth Management Job in Dubai United Arab Emirates
To acquire, grow and deepen Banking relationships through effective relationship management, with special focus on the analysis and satisfaction of customers’ financial and investment needs.
• Be responsible for the portfolio of the middle - high net worth customers in Wealth Management • Be fully aware of entire product and service range available and keep abreast of market developments, both global as well as local. • Ensure that the business is booked as per laid down procedures and guidelines and due diligence is carried out with respect to money laundering and other regulatory requirements • Build strong relationships with other internal businesses like Mortgages, Cards and SME to establish channels for referrals and cross-selling. • Be aware of various onshore and offshore products to be able to provide guidance to customers and the team. • Maintain awareness of the department's Business Continuity Plan and undertake appropriate training to ensure correct action is taken in the event of an incident or disruption
Education University Degree or Equivalent (Expat) Higher Diploma (UAE National) Sales and marketing degree/diploma preferable
Experience • Relevant experience in banking, operations and wealth management • Knowledge of local legal system as applicable to Banking and Local commercial banking practice