Relationship Manager - Priority Banking

Delivering tailored financial solutions to priority banking clients, this role ensures a high standard of service and supports the banks growth objectives within the affluent customer segment. By applying established procedures and leveraging product knowledge, the role addresses day-to-day client needs and resolves issues within defined guidelines, escalating exceptions as needed. Outputs directly enhance client satisfaction and retention, supporting the Area Managers mandate to achieve business targets and uphold service excellence. Communication is focused on direct client interactions and internal coordination, ensuring seamless delivery while maintaining compliance and risk standards.

• Acquire new to bank HNI individual customer relationships satisfying the priority banking criteria through sales of liability, Asset and investment products

• To ensure cross sell and refer business to other areas of the bank (e.g. Business Banking, Corporate Banking etc.)

• To be conversant with the full range of Priority Banking products and services

• Meet all the assigned targets on Wealth Management revenue, FX revenue, Deposits and Assets consistently month on month

• Ensure that the NPS (Net promotor) score is higher than 50 at all times

• Ensure Customer Satisfaction score of 95%

• 95% of the complaints and Service Requests are resolved within the agreed TATs

• To be fully aware of all policies relating to operational risk, sales processes, credit policy, anti-mis-selling, etc.

• To be responsible for ensuring up-to-date compliance, KYC and profiling for each client as well as maintaining a high level of confidentiality at all times

• To be responsible for assessing customer risk, suitability of products and explaining appropriate products and services to meet client requirements

• To safeguard the reputation of Emirates Islamic by employing best practices and acting in a professional manner at all times, to document all meetings and contribute to the reporting processes established in the unit