‭Relationship Manager - Excellence Banking‬

Job Purpose:

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 other Products offered by the Bank.

Key Accountabilities: 

Client Induction: Profiles existing HNW clients in order to identify their banking

requirements and thus introduce clients to appropriate new products and services.

Relationship Identification:

Identifies and establishes new relationships, consistent with the Bank’s retail objectives, so that SIB market share is maximised.

Relationship Building:

To maintain regular contacts with Priority Banking customers either through telephone calls or Personal visits.

Sales Targets:

Achieves and maintains monthly and yearly Deposits sales targets, follows up achievements and take corrective action whenever needed to keep sales targets achievements within track.

Cross-sell other SIB Products and Services to Priority Banking customers.

Negotiation:

Negotiates with customers to deliver the most favorable financial terms possible for the Bank but also maintain competitiveness within the market.

Product/Service Communication:

Maintains ongoing dialogue with customers to ensure that they are aware of all SIB products/services relevant to their situation and credit analysis.

Provide “One Stop” banking service to the customers of Priority Banking ensuring timely and efficient execution of customers’ requests

Benchmarking:

Benchmark SIB product/service features and performance against those of local competitors so that SIB product/service developers are aware of market trends and can design products/services that are competitive and in line with HNW customer’s expectations.

Policies & Procedures:

Ensure adherence to Bank processes & policies and report deviation

to immediate supervisor/manager.

Paying attention to all audit observations.

Key Skills:

• In-depth knowledge of financial products and services relevant to Excellence and relationship-building skills.
• Analytical mindset with the ability to make data-driven decisions.
• Strategic thinking and the ability to drive innovation in financial solutions.
• Professional certifications in banking or finance would be an advantage

Qualifications Essential:

• Bachelor's degree in Business, Finance, Economics, or a related field
• Extensive experience in Excellence Banking‬  (Min. 3 Yrs as Relationship Manager), with a proven record of accomplishment of success in portfolio growth and management.

Qualifications Essential:

• MBA or relevant postgraduate qualification is a plus.

Language:

•  Good communication skills both oral and written in English and Arabic.