Relationship Manager – Wajaha Private Banking (Abu Dhabi)

To provide a timely, efficient and personalized service to a select group of HNW customers with the aim of increasing the size of the portfolio, in terms of customers and deposits, and, to generate fee income through the sale of Investment.
Key Responsibilities:
• Perform the tasks of financial products promotion, collection of required information and data, and evaluation of the clients' capability and tendency to afford risks (Risk Profile) along with the detailed works related thereto
• Deliver the budgeted volumes for deposits and sale of Investment Products.
• Increase the Wajaha Banking portfolio by increasing deposits of existing customers and targeting of HNWI not Banking with us;
• Sell the various Islamic Investment Products that are offered by Wealth Management/other Business Units, cross-sell other Dubai Islamic Bank Products and Services to Wajaha Banking customers;
• Provide "One Stop" Banking Service to the customers of Wajaha Banking ensuring timely and efficient execution of customers' requests;
• Ensure adherence to Bank processes & policies and report deviation to immediate supervisor/manager;
• To ensure that there is no loss of customers from Wajaha Banking due to unsatisfactory service on our part;
• To maintain regular contacts with sensitive Wajaha Banking customers either through telephone calls or Personal visits.
Education & Experience
A university certificate along with experience for not less than (3) years, or diploma certificate or less certificate along with experience for not less than (7) years, in financial analysis or in the field of financial markets, investment, wealth management or financial planning.
alternative qualifications are any of the below qualifications:
CFA, AFA, CIP, CIIA, CQF, FRM, ICA
And below certifications (Mandatory)
• CISI -UAE Financial Rules and regulations certification
• CISI International Certificate in Wealth and Investment Management (Level 3)
Minimum 4 years in financial analysis or in the field of financial markets, investment, wealth management, or financial planning.