What Jobs are available for Investment Strategies in Abu Dhabi?

Showing 1 Investment Strategies jobs in Abu Dhabi

Head of Portfolio Management and Customer Life Cycle

Abu Dhabi, Abu Dhabi Abu Dhabi Islamic Bank PJSC

Posted today

Job Viewed

Tap Again To Close

Job Description

Head of Portfolio Management and Customer Life Cycle

United Arab Emirates

Job Description

Role: Head of Portfolio Management and Customer Life Cycle
Location: Abu Dhabi

Role Purpose:
The Head of Portfolio Management and Customer Life Cycle – Priority and Private Banking is responsible for the strategic leadership, growth, and performance management of client portfolios within the Priority and Private Banking segments. This role entails developing and executing data-driven portfolio strategies, enhancing customer value, and ensuring exceptional service delivery. A critical aspect of the position involves managing the customer lifecycle — from generation through conversion—to support sustainable business development and deepen existing client relationships.

Key Accountabilities of the role

  • Define and implement portfolio strategies to drive growth in Assets Under Management (AUM), client profitability, and long-term customer loyalty across Priority and Private Banking segments.
  • Oversee segmentation, customer lifecycle value management, and tailored engagement programs to optimize portfolio performance and client outcomes.
  • Client Experience and Relationship Management
  • Lead initiatives that enhance the end-to-end client journey, ensuring a consistently high standard of service delivery tailored to the sophisticated needs of Priority and Private Banking clients.
  • Utilize customer insights and advanced analytics to identify cross-sell, up-sell, and retention opportunities.

Leads and Pipeline Management

  • Establish and manage a structured leads generation and management framework, ensuring a continuous pipeline of high-potential Priority and Private Banking prospects.
  • Collaborate closely with internal referral networks, frontline staff, digital marketing, and external partners to drive qualified lead flow.
  • Oversee lead allocation, tracking, conversion metrics, and reporting to ensure maximum efficiency and effectiveness.
  • Champion digital tools and CRM systems to enhance visibility and responsiveness in lead management processes.

Customer Lifecycle Management

  • Design, implement, and continuously improve customer lifecycle management strategies to maximize customer value across: Prospecting & Acquisition, Onboarding, Engagement & Relationship Deepening, Growth & Consolidation, Retention & Loyalty, Exit or Transition.

Product and Solution Alignment

  • Work with product, investment, and credit teams to ensure a robust suite of solutions is aligned with client needs and regulatory requirements.
  • Promote holistic financial planning and advisory services across investments, lending, protection, and wealth transfer strategies.

Leadership and Team Development

  • Lead, coach, and develop a high-performing team of portfolio and relationship managers dedicated to serving Priority and Private Banking clients.
  • Establish performance standards and KPIs, promoting accountability, collaboration, and continuous improvement.
  • Facilitate cross-functional collaboration to drive client success and team alignment with business goals.

Risk and Compliance Oversight

  • Ensure all portfolio management and client engagement activities comply with applicable regulatory requirements, internal policies, and risk management frameworks.
  • Maintain oversight of portfolio-level risk indicators and implement timely corrective actions as necessary.

Business Reporting and Insights

  • Monitor key performance indicators (KPIs) including portfolio growth, revenue generation, client acquisition, retention, and satisfaction.
  • Deliver regular updates and strategic insights to senior management to support business planning and decision-making.

Key Performance Indicators (KPIs)

  • Revenue and Profitability per Client
  • New-to-Bank Client Acquisition and Conversion Rates
  • Client Retention and Satisfaction (e.g., Net Promoter Score)
  • Portfolio Penetration and Cross-Sell Ratios
  • Lead Pipeline Velocity and Conversion Metrics
  • Customer Lifecycle Progression and Retention Metrics
  • Regulatory Compliance and Risk Metrics

Specialist Skills / Technical Knowledge Required for this role:

  • Bachelor’s degree in finance, Business, Economics, or related discipline; Master’s degree (MBA) preferred.
  • Minimum of 15 years of progressive experience in wealth management, private banking, or consumer banking, including leadership roles.
  • Deep expertise in managing Priority and/or Private Banking client segments with a strong understanding of financial advisory, portfolio strategy, and customer lifecycle management.
  • Demonstrated success in pipeline and leads management, portfolio development, and team leadership.
  • Familiarity with banking regulatory standards, compliance frameworks, and risk governance practices.
Job Info
  • Job Identification 3415
  • Posting Date 07/25/2025, 07:34 AM
  • Apply Before 08/31/2025, 07:34 AM
  • Locations Abu Dhabi, Al Rowdah, Shk Rashid Bin Saeed St. 313 ADIB New Headquarters Branch, Sh. Zayed Main Branch Abu Dhabi United Arab Emirates, Abu Dhabi, AE
#J-18808-Ljbffr

Is this job a match or a miss?
This advertiser has chosen not to accept applicants from your region.
Be The First To Know

About the latest Investment strategies Jobs in Abu Dhabi !

 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Investment Strategies Jobs View All Jobs in Abu Dhabi