الملخص
تبحث Commercial Bank of Dubai عن مدير علاقات مصرفية – النخبة لتقديم خدمات مصرفية مخصصة ومشورة استثمارية لعملاء النخبة. تشمل المهام بيع المنتجات الاستثمارية ومنتجات الأصول والالتزامات، وتحقيق المستهدفات، ومراجعة احتياجات العملاء، والتأكد من استيفاء الطلبات والمستندات لمتطلبات البنك. ويتولى شاغل الوظيفة أيضاً التنسيق بشأن الحسابات المتعثرة وتعزيز علاقاته بالعملاء. يشترط مؤهل بكالوريوس في تخصص ذي صلة، وشهادة CISI أو SCA أو ما يعادلها، وخبرة من 8 إلى 10 سنوات في مبيعات الاستثمار أو إدارة العلاقات، مع خبرة في الخدمات المصرفية المميزة أو إدارة الثروات في الإمارات ومحفظة عملاء قائمة.
نص الإعلان
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Operating in the UAE for over 50 years, CBD manages the financial requirements of some of the largest corporates and businesses operating in the country, driving the UAE economy. Over the years, CBD has transformed into a progressive and modern banking institution winning multiple awards for its digital initiatives, credit cards, bank accounts, mobile app features and services.
CBD has been recognized as the number one bank in the UAE on the Forbes list of The World’s Best Banks 2022.
As we continue to build upon our successes, we are looking for ambitious individuals who are passionate about the banking and finance industry and the markets in which CBD operates. Just as important to us is your ability to demonstrate a talent for dealing with people - your colleagues and our customers - and delivering service that really goes the extra mile.
Job Purpose:
You will be responsible for providing Elite customers with a personalised banking service, including investment advice and achieve financial budgeted target
Principal Accountabilities:
Handle Elite asset, liability and investment product sales to meet given target
Ensure that all product applications are filled accurately, within the agreed timeframe and all the required documents are obtained to avoid re-work
Ensure that all customer applications submitted are within CBD policy guidelines.
Proactively call existing Elite customers and make agreed target number of appointments per week to review customer needs and make sales of other suitable Elite products
Will meet relevant Elite customers at suitable external locations as required, in order to build relationships, provide service, make and close sales of Elite asset, liability and investment products
Coordinate with Special Accounts Unit (Recovery) to implement agreed actions in respect of Elite irregular accounts
Attend weekly and monthly team and area sales meetings to review performance and share best practice ideas
Ensure a consistently high level of customer service is maintained at all times
Achieve financial budgeted target of Elite Relationship Manager role
Education and Experience
Bachelor degree in Economics, Finance, Business Management or Science with CISI / SCA qualification or equivalent
8 to 10 years’ experience in the investments sales / Relationship Management
Prior experience as Relationship Manager in Priority Banking / Wealth Management in UAE with an existing portfolio.