Relationship Manager - Wealth Management

Job Purpose - The role is a key enabler in the acquisition of high-net-worth clients to support the Bank’s business strategies. - The role is required to acquire/ transfer HNW clients’ portfolios to Emirates Investment Bank to generate fee income and Assets Under Management (AUM). - The role must work closely with team leaders, Head of Business Development and Investment Advisors to ensure client product suitability is maintained as per the internal policies. Key Accountabilities Client Acquisition and Revenue: - To source new qualified clients for Wealth Management business based on the business plan submitted at the time of on-boarding. - To ensure generation of net fee income through the sale of Investment products and to generate the required Assets under Management (AUM). - To maintain regular contact with the client including regular face-to-face meetings and maintain call reports of all client activities. - To profile the clients’ risk and return aspirations and work with Investment Advisors to maintain client risk profile suitability at all times. - To increase assets under management of existing clients and develop the relationship. - To provide and maintain, on an ongoing basis, a monthly report, figures, forecasting and any other records which may be required by the Team Leader to keep up-to-date records of sales & performance. - To do account planning with Team Leader and Head of Distribution and Investment Advisors to understand the needs of the client and provide appropriate financial solutions to the client. - To ensure consistent service delivery is maintained at all touch points for clients. - To continuously provide feedback on competitive activities to the Product and Business team to track market developments. - To attend regular product trainings and to be updated with the financial market developments. - To safeguard the Bank’s reputation by ensuring ethical and professional behavior is maintained at all times. - To maintain