Relationship Manager and Senior Relationship Manager | Priority Banking(For Future Openings) (United Arab Emirates) Dubai

Requirements

Candidates must hold a university degree in Business or Finance and possess at least 4 years of experience in a sales role within the financial services or banking industry. Professional certifications such as CISI are preferred, along with strong interpersonal and presentation skills.

Job Summary

About ENBD 

Emirates NBD is a market leader across the MENAT (Middle East, North Africa and
Türkiye) region with a presence in 13 countries, serving over 9 million
customers. Emirates NBD is the leading financial services brand in the UAE with
a Brand value of approximately USD 4 billion. We serve our customers and help
them realise their financial objectives through a range of banking products and
services including retail banking, corporate & institutional banking, Islamic
banking, investment banking, private banking, asset management, global markets
and treasury, and brokerage operations. We are a key participant in the global
digital banking industry, with 97% of all financial transactions and requests
conducted outside of our branches. We also operate Liv, the lifestyle digital
bank by Emirates NBD. With over half a million users, it continues to be the
fastest-growing digital bank in the region.

Job Overview:

As a Relationship Manager / Senior Relationship Manager within Priority
Banking at Emirates NBD, your role is to responsible for the acquisition of new
client relationships for this segment, maintenance and growth of existing client
relationships, meeting revenue targets for Assets, Liabilities, Investments and
Insurance business, achieve high levels of service standards and maximize client
satisfaction and compliance with UAE Central Bank and anti-money laundering
regulations.

Key Responsibilities: 

* Financials
– Builds and develops relationships with Priority Banking clients, while
leveraging customer service representatives (CSRs) for basic transactions.
– Acquires new clients, presents products, and closes deals to contribute to
unit goals. 
* Services
– Offers comprehensive advice on all Priority Banking products, including
basic banking, lending, and wealth management.
– Proactively contacts clients to cross-sell products and promote new
offerings. 
* Compliance
– Follows all policies related to operational risk, sales practices, and
anti-mis-selling.
– Keeps client profiles up-to-date, upholds confidentiality, and assesses
risk tolerance for suitable product recommendations. 
* Initiative
– Monitors and improves service quality to exceed client expectations.
– Cross-sells and refers clients to other bank areas, staying informed of
market trends and competitor activity. 

Skills and Experience:

* University Degree in Business or Finance.
* CISI Certification is preferred
*  At least 4 years in a sales role within the Financial services/Banking
industry.
* Experience across a wide range of Banking areas, e.g. Retail and Wealth
Management.
* Excellent communication and presentation skills. Interpersonal skills are
essential for this role.  

There’s never been a better time to join Emirates NBD. 

We’re one of the region’s most recognisable brands. We’re banking innovation
leaders. We’re growing across both the UAE and our global offices. We offer a
huge range of professional development opportunities to accelerate your career.
It also goes without saying that we provide extremely competitive rewards,
benefits and perks too, like our flexible work policy so you can work from home
whenever it suits.

At ENBD, we encourage interested candidates to review the key responsibilities
and qualifications for each role and apply for positions that match their skills
and capabilities. 

#LI-LA1

RESPONSIBILITIES

1. Client retention and portfolio growth through proactive relationship
management
* Engage priority banking clients to understand evolving financial needs and
recommend suitable retail banking products.
* Identify cross-sell and up-sell opportunities within the assigned portfolio
to support business growth targets.
* Monitor client satisfaction and address service issues in line with
established escalation protocols.
* Maintain regular contact with clients to reinforce loyalty and reduce
attrition risk.

Performance Measures:
* Depth of wallet and product penetration within managed client base
* Client feedback on relationship quality and responsiveness
* Reduction in client attrition rates attributable to proactive engagement

2. Operational risk mitigation and compliance with regulatory requirements
* Verify client documentation and ensure adherence to KYC, AML, and CDD
standards as per regulatory and bank policy.
* Escalate any suspicious activity or documentation discrepancies to compliance
and management.
* Keep accurate and up-to-date records of all client interactions and
transactions in the bank’s CRM system.
* Participate in periodic audits and compliance reviews by providing required
information and clarifications.

Performance Measures:
* Absence of compliance breaches or regulatory findings in client files
* Timeliness and completeness of KYC/AML documentation updates
* Audit outcomes reflecting adherence to operational risk controls

3. Service excellence delivery for affluent clients
* Coordinate with internal teams to resolve client queries and service requests
promptly.
* Facilitate seamless onboarding for new clients by guiding them through
account opening and product setup.
* Educate clients on digital banking tools and promote adoption for enhanced
convenience and security.
* Collect and act on client feedback to improve service delivery within the
branch.

Performance Measures:
* Client satisfaction scores related to service delivery
* Uptake of digital banking channels among managed clients
* Resolution rate and turnaround time for client service requests

4. Accurate execution of transactional and administrative processes
* Process account maintenance requests, fund transfers, and product
applications in accordance with standard operating procedures.
* Validate transaction details and ensure all required approvals are obtained
before execution.
* Update client records and ensure data integrity in all banking systems.
* Support branch operations by assisting with daily reconciliations and
reporting exceptions to supervisors.

Performance Measures:
* Accuracy and completeness of processed transactions
* Frequency of operational errors or exceptions reported
* Consistency of record-keeping and data quality in banking systems

QUALIFICATIONS

* Bachelor’s degree in Banking, Finance, Business Administration or related
field
* Preferred: Certification in Relationship Management or Retail Banking (e.g.,
CBM, CBBM)
* Ongoing professional development in regulatory compliance and digital banking

Responsibilities

The Relationship Manager is responsible for acquiring new clients and managing existing portfolios to meet revenue targets in assets, liabilities, and investments. They must ensure high service standards, maintain regulatory compliance, and proactively cross-sell banking products to affluent clients.

We are a job aggregator. All rights belong to the original company or recruiter. We do not claim ownership of any listings.