
CBD
Dubai
Relationship Manager, Elite
DubaiOn-site5–10 yrsFull-time
Responsibilities
Provide personalized banking and investment services to Elite customers to achieve financial budgeted targets. Manage the sales of asset, liability, and investment products while maintaining high levels of customer service and relationship building.
Requirements
Requires a Bachelor's degree in Economics, Finance, or Business with CISI/SCA qualifications. Candidates must have 8 to 10 years of experience in investment sales or relationship management, specifically within UAE Priority Banking.
Key skills
Relationship ManagementInvestment AdviceAsset SalesLiability SalesWealth ManagementPortfolio ManagementCustomer ServiceFinancial PlanningSales ClosingClient Acquisition
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