Abu Dhabi Commercial Bank (ADCB)
Relationship Manager – Excellency Distribution
- Permanent
- Al Ain, United Arab Emirates
- Experience 5 - 10 yrs
- Urgent
Job overview
Date posted
05/08/2025
Location
Al Ain, United Arab Emirates
Salary
Undisclosed
Compensation
Salary only
Experience
5 - 10 yrs
Seniority
Manager
Qualification
Bachelors degree
Expiration date
19/09/2025
Job description
The Relationship Manager – Excellency Distribution at ADCB is responsible for developing and managing relationships with Excellency banking clients. The role focuses on growing the client portfolio through cross-selling wealth management products, enhancing client satisfaction, and contributing to the bank’s profitability. The role demands in-depth knowledge of global financial markets, strong customer service, and a proactive approach to relationship and portfolio management.
Required skills
relationship management
wealth management
portfolio management
financial profiling
cross selling
upselling
banking operations
customer service
financial markets analysis
risk management
investment advisory
client onboarding
product penetration strategies
financial target delivery
regulatory compliance
customer retention
time management
communication skills
policy implementation
Key responsibilities
- Manage and grow Excellency client relationships, identifying new prospects and expanding wallet share.
- Deliver superior client service and ensure daily client interactions are seamless and responsive.
- Conduct financial profiling with each client to understand their needs and recommend relevant products.
- Achieve volume and financial targets in line with bank policies and compliance requirements.
- Cross-sell and upsell banking and wealth products tailored to client profiles and life goals.
- Coordinate with internal teams to ensure efficient service delivery and issue resolution.
- Maintain client records and ensure adherence to operational policies and procedures.
- Monitor and manage customer portfolios to optimize performance and retention.
- Support change initiatives and contribute to continuous improvement within the department.
- Uphold ADCB’s promise of exceptional service and apply service standards in all customer interactions.
Experience & skills
- Minimum of 6 years of relationship management experience in banking or financial services.
- Bachelor’s degree in a related discipline.
- Certifications such as CFA, CIIA, CIPA, FRM, or ICA are highly desirable.
- Strong understanding of global financial markets and wealth management solutions.
- Experience with banking operations, customer profiling, and financial planning.
- Excellent customer service, communication, and interpersonal skills.
- Ability to manage a portfolio and deliver on financial and service KPIs.
- Proficiency in time management and multitasking within a high-performance environment.