Job description

The Portfolio Relationship Manager in the banking and financial services sector is responsible for managing and growing client portfolios with a focus on the premium segment. The role involves maintaining regular client communication via phone, email, meetings, and visits, addressing customer complaints, conducting financial reviews, and developing tailored sales plans aligned with clients’ financial goals. The manager ensures portfolio growth in liabilities, FX, fees, trade transactions, investments, and overall financial targets, identifying cross-selling opportunities and increasing products per customer. Responsibilities include using data analytics to identify high-potential clients, organizing sales events, and maintaining a strong sales pipeline. The role requires collaboration with internal teams, adherence to line manager instructions, and utilization of MIS/CRM software to track client interactions and sales activities. The manager also monitors portfolio risk by adhering to AML, ADIB compliance, P&P, and central bank regulations, providing documentation to compliance, identifying suspicious activities, and implementing risk mitigation strategies. Knowledge of anti-money laundering measures, compliance policies, central bank regulations, due diligence, and risk monitoring is essential, along with proficiency in customer service, documentation compliance, and handling complaints. Familiarity with ADIB policies and procedures is advantageous. The position may require working across multiple locations to meet business needs.