Relationship Manager, Elite

Commercial Bank of Dubai
Dubai
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 8-10 yearsEducation: bachelorsSkills: ["Communication","Client management","Sales","Relationship management","Presentation"]

Relationship Manager for Elite clients in Wealth Management, responsible for delivering personalised banking services, investment advice and achieving targeted revenue through active portfolio management, client engagement and cross-selling Elite asset, liability and investment products within CBD’s Priority Banking/Wealth Management framework.

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FursaFursa
Commercial Bank of Dubai
Commercial Bank of Dubai
2 months ago

Relationship Manager, Elite

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 8 months ago

Job Summary

Relationship Manager for Elite clients in Wealth Management, responsible for delivering personalised banking services, investment advice and achieving targeted revenue through active portfolio management, client engagement and cross-selling Elite asset, liability and investment products within CBD’s Priority Banking/Wealth Management framework.
Location: Dubai
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Handle Elite asset, liability and investment product sales to meet given target
  • •Ensure that all product applications are filled accurately, within the agreed timeframe and all the required documents are obtained to avoid re-work
  • •Ensure that all customer applications submitted are within CBD policy guidelines.
  • •Proactively call existing Elite customers and make agreed target number of appointments per week to review customer needs and make sales of other suitable Elite products
  • •Will meet relevant Elite customers at suitable external locations as required, in order to build relationships, provide service, make and close sales of Elite asset, liability and investment products

Key Requirements

  • •Bachelor degree in Economics, Finance, Business Management or Science with CISI / SCA qualification or equivalent
  • •8 to 10 years’ experience in the investments sales / Relationship Management
  • •Prior experience as Relationship Manager in Priority Banking / Wealth Management in UAE with an existing portfolio
  • •Strong sales and client-facing skills with ability to meet targets
  • •Ability to fill product applications accurately, within policy guidelines and within required timeframes
Experience:8-10 yearsBankingWealth managementFinance
Education:Bachelor's
Skills:CommunicationClient managementSalesRelationship managementPresentation
Certifications:CISISCA

Company Brief

Commercial Bank of Dubai
Commercial Bank of Dubai (CBD) is a UAE-based full-service bank providing personal, corporate and digital banking solutions, trade finance, treasury and wealth services. Operating for over 50 years, CBD supports UAE businesses and individuals through branches and digital channels.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Dubai, United Arab Emirates
Founded: 1969
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