Commercial Bank of Dubai

4 weeks ago

Relationship Manager, Elite

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 11 hours agoStatus: Live

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

Glassdoor: 2.5

Website LinkedIn Glassdoor

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Commercial Bank of Dubai

4 weeks ago

Relationship Manager, Elite

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 11 hours agoStatus: Live

Job Summary

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

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

Glassdoor: 2.5

Website LinkedIn Glassdoor