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Relationship Manager – Wealth Management

The National Bank of Ras Al-Khaimah (P.S.C)

Posted on May 6, 2019

5 - 10 years Dubai - United Arab Emirates

Diploma. Emirati (UAE)

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Job Description

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To acquire, grow and deepen Banking relationships through effective relationship management, with special focus on the analysis and satisfaction of customers’ financial and investment needs.

Responsibilities:

Be responsible for the portfolio of the middle – high net worth customers in Wealth Management

• Be fully aware of entire product and service range available and keep abreast of market developments, both global as well as local.

• Ensure that the business is booked as per laid down procedures and guidelines and due diligence is carried out with respect to money laundering and other regulatory requirements

• Build strong relationships with other internal businesses like Mortgages, Cards and SME to establish channels for referrals and cross-selling.

• Be aware of various onshore and offshore products to be able to provide guidance to customers and the team.

• Maintain awareness of the department's Business Continuity Plan and undertake appropriate training to ensure correct action is taken in the event of an incident or disruption


Banking / Financial Services / Broking

Sales / Business Development

Desired Candidate Profile

Education:

Higher Diploma (UAE National)

Experience:

• Relevant experience in wealth management
• Knowledge of local legal system as applicable to Banking and Local commercial banking practice

Keywords

Local commercial banking practice Relationship Manager Wealth Management Sales Banking

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The National Bank of Ras Al-Khaimah (P.S.C)

RAKBANK, also known as the National Bank of Ras Al-Khaimah, is one of the oldest and most dynamic banks in the UAE. Founded in 1976, the Bank underwent a major transformation in 2001, with a shift in focus from corporate banking to retail and small businesses.



Today, the Bank offers a wide r ange of personal and business banking services throughout its 35 branches and its portfolio of electronic banking solutions, which include Telephone, Online, and Mobile Banking. It also offers Sharia-compliant personal and business banking services via its Islamic Banking unit, RAKBANK AMAL.
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