Client Relationship Manager

First Abu Dhabi Bank

Key Responsibilities

• Understand client requirements and assess deal feasibility in coordination with product teams.
• Develop account plans to follow up on business opportunities and manage pipeline updates.
• Provide insights on customer needs and market trends to support product enhancement.

Relationship Management

• Build and maintain strong relationships with assigned clients under the guidance of the Unit Head.
• Act as the main point of contact for all client servicing and issue resolution.
• Work closely with product partners to drive cross-selling opportunities.
• Execute structured client call programs to evaluate risks and identify opportunities.

Portfolio Management

• Conduct regular meetings with portfolio clients to understand financial needs and introduce suitable products.
• Stay updated on all products and services clients use across the bank.
• Ensure compliance with regulatory, audit, and internal control requirements to maintain operational integrity.
• Minimize operational losses and ensure high standards of service delivery.

Internal Collaboration

• Coordinate with Operations, Technology, Branches, Legal, Risk, and other key departments to deliver seamless client experiences.
• Ensure quick turnaround and effective handling of service requests.

Self-Management

• Set and achieve annual performance goals in alignment with the reporting manager.
• Identify training needs and complete required development programs.
• Stay current with industry trends, regulations, and best practices.

Skills Set

• Relationship management
• Financial advisory
• Portfolio handling
• Customer service excellence
• Communication and negotiation
• Cross-selling and opportunity identification
• Compliance awareness
• Analytical and problem-solving ability