Job Title: Premier Wealth Relationship Manager
Location: Dubai
Perm/Contract/ Full-time/Part-time: Full-time
On-site/Hybrid/Remote: On-site
Who We Are
Robert Walters is the world's most trusted talent solutions business. Across the globe, we deliver recruitment, outsourcing, and talent advisory services for businesses of all sizes, opening doors for people with diverse skills, ambitions, and backgrounds.
Our Outsourcing service delivers recruitment for some of the world's top employers, and we are currently recruiting on behalf of one our client which is an International Wealth and Premier Banking aims to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We provide a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.
The Role
Our client is seeking a Premier Wealth Relationship Manager in the Banking division.
This role offers an exciting opportunity to join a global team, providing top-tier service to existing and prospective clients while expanding the business on a product and global level.
The successful candidate will be responsible for acquiring new clients, managing existing relationships, and contributing to the company's mission of becoming a Top Clearer worldwide in commodity markets.
Job Summary
Main purpose of the role:
- Maximize profit and achievement of the growth of Premier client's portfolio.
- Achieve agreed KPI objectives by development of existing and new relationships.
- Build effective relationships with clients to retain and develop sustainable relationships.
- Complete regular reviews with clients to understand their current and long-term needs and advise them on the products and services that help them achieve their goals.
- Effective use of tools and information to drive client service delivery and WPB performance.
- Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group.
- Build a high personal and corporate profile in the community in which you are based. Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand.
- Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals.
- Establish and agree client contact strategies in line with Group operating models.
- Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date.
- Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximize revenues for Global Wealth and the Group.
- Maintain highest standard of excellence in client service across the team and with individual portfolio - Ongoing analysis of client portfolios through marketing of ideas and researching clients.
- Monitor client satisfaction data implementing portfolio level improvements.
- Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client.
- To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered.
- Proactively support others through direct and indirect actions beyond activities particular to this role.
- Collaborate with the wider team to deliver the Branch WPB Performance measures and plan to support the multi-channel client journey. PUBLIC.
- Strictly following and implementing with accuracy KYC and SCC due diligence information for individuals from Sanction & sensitive countries.
- Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.
Key Responsibilities:
- Graduation degree is REQUIRED - to secure a UAE Visa and Work Permit.
- Candidates are required to be SCA accredited within 6 months upon joining by completing 2 mandatory exams stipulated by SCA (ICWIM level 3 & UAE Financial Rules & Regulations) and obtaining University degree equalization from the Ministry of Education.
- Excellent proven and progressive financial services and/or retail sales experience or equivalent.
- Evidence of strong sales results in insurance and investment products.
- Relationship management experience with high-net-worth clients.
- Strong technical skills in wealth management.
- Strong communication, client focus and influencing skills.
- Strong sales orientation, networking and portfolio management skills.
- Sound knowledge of financial services products and services and the client relationship management system.
- Understanding of business banking client segment and products and services.
- Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country.
- Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment.
This position is being recruited on behalf of our client through our Outsourcing service line. Resource Solutions Limited, trading as Robert Walters, acts as an employment business and agency, partnering with top organisations to help them find the best talent. We welcome applications from all candidates and are committed to providing equal opportunities.
Client promotes collaboration and aims to provide a supportive and inclusive environment where all individuals can maximize their full potential.
As we are continuously hiring for all our clients in the region, we will retain your CV in our database for any other positions that may fit your profile. Therefore, please let us know if you are not agreeable to that.
