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Full-time
bachelor degree
Posted 16d ago
Apply by Aug 30
~40 hrs/week
Responsibilities
The role involves acquiring and managing high-net-worth client relationships to drive portfolio growth and achieve sales targets. It also requires leading and coaching a team of professionals to deliver tailored financial solutions and maintain high service standards.
Requirements
Candidates must possess a university degree and over 5 years of experience in branch banking, operations, or HNWI relationship management. Experience in providing advisory services for investment product offerings is also required.
Full job description
As a Relationship Manager – Elite Banking, you will play a key role in acquiring, managing, and growing Wealth Management client relationships. Your focus will be on building strong, long-term partnerships by understanding client needs, delivering tailored financial solutions, and ensuring exceptional customer satisfaction. You will be responsible for driving portfolio growth and achieving budgeted targets, while consistently upholding the bank’s policies, ethical standards, and code of conduct.
Reporting to the Vice President & Team Manager – Elite Banking, you will be part of a dynamic team of 16 high-performing professionals, working in a collaborative and fast-paced environment focused on delivering excellence and driving business success.
What You Will Be Doing:
Drives the team to generate new business to achieve defined sales targets and team targets across assets and liabilities.
Conducts joint calls with team members to increase business and to acquire new relationships and performs daily team huddles and monthly performance reviews as per prescribed guidelines.
Provides leadership, coaching and support to the team members by setting objectives, identifying development needs and conducting performance management to manage staff attrition with an aim to optimize performance of every team member.
Builds and deepens relationships with existing RAK elite/wealth management customers to achieve increase in share of wallet and revenues and assesses the quality, potential and profitability of new relationships as well as the existing portfolio.
Ensures that the service standards of RAK elite/wealth management are met and maintained, and nil undesirable business is sourced and ensures that the team members clear IS certification within stipulated deadline.
Provides complete information on IS products available on platform to enable customers to make informed decisions and keeps customers updated on current market trends and global economic policies and provides truly professional customer service to achieve a high level of customer satisfaction and retention.
Prepares, recommends and reviews credit applications for cards, funded and non-funded facilities and ensures proper documentation and timely draw-down and manages an incremental portfolio of relationships, liabilities, AUM and assets.
Advises and promotes to customers other products of the bank, refers potential leads and facilitates maximum conversions and cross sells different products of the bank to minimize attrition.
Be fully aware of the entire product and service range available and keeps abreast of market developments, both global as well as local.
What We Are Looking For:
University degree or equivalent qualification
5+ years’ experience in branch banking, operations and relationship management or customer service preferably in a similar HNWI relationship management job.
Experience in advisory level on investment product offerings
Related keywords
Elite BankingWealth ManagementHNWIAssets and LiabilitiesAUMInvestment ProductsCredit FacilitiesShare of WalletIS CertificationFinancial SolutionsPortfolio ManagementBanking Operations
We’re Rakbank.
Banking should feel simple. Human. Helpful. So that’s the kind we build.
Since 1976, we’ve been helping people and businesses across the UAE grow with confidence, giving them the tools, the support, and the trust to make things happen.
We started as a community bank and grew into one of the country’s most dynamic financial institutions. What’s never changed is our belief that banking should work for people, not the other way around.
Today, we’re leading a new chapter, one that combines smart digital innovation with genuine human connection. We call it digital with a human touch.
We serve customers across every segment through our Personal Banking Group (PBG), Business Banking Group (BBG), and Wholesale Banking Group (WBG). As the UAE’s go-to SME bank, we’re helping thousands of businesses grow and thrive with seamless, digital-first banking.
Our group also includes Skiply, the region’s leading school payments app; Protego, our next-generation insurance aggregator; and RAK Insurance, one of the UAE’s most trusted insurers, together creating an ecosystem that makes life simpler and safer for our customers.
From empowering entrepreneurs and SMEs to launching the UAE’s first crypto brokerage for retail customers and our own AI-powered digital assistant, we’re shaping the future of banking while keeping the heart of it the same: people.
Rakbank - Digital With a Human Touch.
Offices: RAK Operations Centre, Emirates Road, Ras Al Khaimah, U.A.E, Ras Al Khaimah, Ras Al Khaimah 5300, AE
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