209 Relationship Managers jobs in Dubai
Relationship Managers
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One client, a major UAE-based bank, is looking for senior and ambitious senior bankers to join the private banking division of the bank as Relationship Managers or Senior Relationship Managers - there are several open positions. A Relationship Manager (RM) or a Senior Relationship Manager (Senior RM) in Private Banking is the cornerstone of a financial institution's service to its most affluent clients. More than just a banker, the RM is a trusted advisor, a financial confidante, and the primary architect of a client's wealth management strategy. This demanding yet rewarding role requires a unique blend of sharp financial acumen, exceptional interpersonal skills, and an unwavering commitment to client success.
The primary objective of a Private Banking RM is to cultivate and nurture long-term, profitable relationships with High-Net-Worth Individuals (HNWIs) and Ultra-High-Net-Worth Individuals (UHNWIs). This involves not only managing their existing assets but also proactively identifying and addressing their evolving financial needs and goals.
Key Responsibilities :
A day in the life of a Private Banking RM is dynamic and multifaceted. Core responsibilities include :
- Client Relationship Management : Building and maintaining strong, trust-based relationships with HNW and UHNW clients in his / her portfolio. This involves regular communication, personalized service, and a deep understanding of their personal and financial circumstances.
- Wealth Management and Financial Strategy : Developing and implementing bespoke financial plans that encompass investment management, wealth structuring, estate planning, and tax optimization. This requires a holistic understanding of the client's risk tolerance, investment objectives, and long-term aspirations.
- Business Development and Client Acquisition : Actively seeking out and onboarding new HNW and UHNW clients to grow the bank's assets under management. This often involves leveraging personal networks, referrals, and attending exclusive events.
- Portfolio Management and Investment Advisory : Providing expert advice on a wide range of investment products, including equities, fixed income, alternative investments, structured products and other wealth and insurance solutions. This includes monitoring portfolio performance and making adjustments as needed in line with market conditions and client goals.
- Coordination with Specialists : Collaborating with a team of in-house experts, such as wealth and product advisors, product development teams, credit / liability products specialists, to deliver comprehensive and tailored solutions to HNW and UHNW clients.
- Risk Management and Compliance : Ensuring that all client activities are conducted in strict adherence to regulatory requirements and the bank's internal policies. This includes conducting thorough due diligence and "Know Your Customer" (KYC) checks.
- Credit and Lending Solutions : Identifying and structuring credit solutions, such as mortgages, and other forms of financing, to meet the specific needs of clients.
- Client Servicing and Issue Resolution : Acting as the single point of contact for all client inquiries and resolving any issues promptly and efficiently.
Requirements
To excel in this senior role, a candidate must possess a strong foundation of knowledge and a specific set of personal attributes :
Educational and Professional Qualifications :
- Education : A bachelor's degree in finance, economics, business administration, or a related field is typically required. A Master of Business Administration (MBA) or a specialized master's degree in wealth management is often preferred.
- Certifications : CISI Level 3, The UAE Financial Rules and Regulations are "must haves" for these senior roles. Additional professional certifications such as the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) are highly regarded and can be a significant advantage.
- Experience : A proven track record of success in a similar role within private banking or wealth management is a prerequisite. This includes experience in managing a portfolio of HNW and UHNW clients and a demonstrable ability to grow assets under management.
Key Skills :
- Financial Acumen : A deep understanding of financial markets, investment products, and wealth management strategies and principles.
- Relationship Building : Exceptional interpersonal and communication skills with the ability to build rapport and trust with sophisticated clients.
- Sales and Negotiation : Strong business development skills with a proven ability to attract and retain HNW and UHNW clients.
- Analytical and Problem-Solving Skills : The ability to analyze complex financial situations and develop creative, effective solutions.
- Discretion and Integrity : An unwavering commitment to confidentiality and ethical conduct.
- Teamwork and Collaboration : The ability to work effectively with a team of specialists to deliver a seamless client experience.
- Resilience and Drive : The ability to thrive in a high-pressure, target-driven environment, and drive to succeed and reach results.
A very competitive remuneration package shall be discussed with the shortlisted candidates.
#J-18808-LjbffrRelationship Manager
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We are seeking a dynamic and results-driven Sales/Relationship Manager preferably strong background in banking and trade finance to manage and grow a portfolio of corporate clients. The ideal candidate will be responsible for maintaining long-term relationships, identifying client needs, and offering tailored financial solutions related to trade finance products such as letters of credit, bank guarantees, and structured finance instruments.
Key Responsibilities- Proactively identify, pursue, and secure new business opportunities through cold calling, referrals, partnerships, etc.
- Act as the primary point of contact for client interactions, addressing inquiries, concerns, and feedback professionally and in a timely manner.
- Understand client requirements and propose tailored trade finance solutions.
- Ensure proper onboarding of new clients, including documentation, KYC, compliance, and operational setup.
- Identify opportunities to cross-sell and promote additional trade finance instruments or services to existing clients.
- Escalate complex matters to senior management and coordinate with relevant departments until resolution.
- Maintain an updated sales pipeline with detailed stages, client status, expected closures, and follow-up actions.
- Submit regular sales reports in line with company policies, procedures, and reporting schedules.
- Collaborate with internal teams to support deal execution, participate in team meetings, and provide constructive client feedback.
- Perform other duties and responsibilities as assigned by the Reporting Manager.
- Bachelor’s degree in finance, Banking, Business Administration, or a related field.
- 3–5 years’ experience in a sales or relationship management role, preferably within a bank or trade finance institution.
- Proven ability to manage high-value client relationships and generate new business opportunities.
- Strong interpersonal, negotiation, and communication skills.
Relationship Manager
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Reporting to the Team Lead /Senior Relationship Manager.
As a Relationship Manager you will focus on onboarding new clients and be involved in the growth of these accounts by employing a valuebased relationship approach. You will work in a team comprising culturally diverse professionals with different skill sets who support each other in delivering impactful results.
You will:
Meet and exceed personal and team KPI targets.
Activate retain and grow your customer portfolio through providing personalized voice & social media support and fulfilling their needs.
Develop a professional and trusting relationship with your active portfolio of clients keeping them up to date with our developments to ensure they receive the highest level of service.
Research sources for developing prospects and for information to determine customers potential.
Prepare and enable efficient sales activities with available tools reports action items and business insights.
Listen to customers and offer the best solutions to their needs and concerns.
Cooperate with relevant departments to resolve issues and complaints in a timely manner.
Provide feedback to relevant departments on customer needs expectations and frustrations.
Continuously improve knowledge of the financial markets and the companys offering.
Updating individual/team daily weekly and monthly reports for management when required.
Provide feedback to relevant departments on customer needs expectations and frustrations.
Display behaviors aligned with our core values inside and outside the office.
Adhering to all compliance and security requirements.
Stay abreast of global economic indicators central bank decisions and geopolitical events that can affect forex markets.
Translate complex financial and economic data into understandable investment advice.
Any additional duties and responsibilities that may be required.
Native Mandarin and fluent in English. Cantonese and/or otheradditional languages considered an advantage.
Expertise in Forex Markets: Deep understanding of forex trading currency pairs and the factors that influence their dynamics.
Analytical Skills: Ability to analyze financial markets economic indicators and an understanding of macroeconomic trends.
Client Service: Excellent interpersonal and communication skills to manage wealthy clients and meet their expectations.
Regulatory Knowledge: Familiarity with the financial regulations and licenses relevant to forex trading depending on the region.
Experience working in sales for a CFD broker covering Greater China essential.
Experience managing a sales team at a CFD broker considered an advantage.
University degree or equivalent (Business Finance Economics or relevant field).
Excellent oral and written communication skills and the ability to effectively network withstakeholders handle multiple tasks and track and report on progress.
Strong interpersonal and problemsolving skills.
Selfmotivated with a willingness to work autonomously in a fastpaced and highpressuredenvironment.
Be proactive show initiative and desire to drive continuous improvement.
Energetic team player with a positive outlook in the workplace.
- Hybrid Working Policy (please check with manager)
- Discretionary performance related bonus
- Personalized FlexBenefits
- A focus on your wellbeing including talks and access to selfdevelopment tools.
- Medical insurance for employee and dependents.
- Learn (e.g. from each other/from new projects).
- Exchange (e.g. information and best practices in an openminded environment).
- Advance (e.g. by developing skills and accepting greater responsibilities/ your career progression
- and diversification).
- Prosper (e.g. by acquiring skills/ by nurturing a team of x people).
Qualifications :
Skills and Qualifications
Additional Information :
BENEFITS & PERKS
We believe in fairly compensating all our people by providing them with a worldclass health insurance
plan and a range of both core benefits and flex benefits for individual preferences. You will receive:
WHAT YOU WILL LOVE ABOUT THIS ROLE
Freedom to succeed is our core belief. Its not just a promise we make to our clients and partners but
to our people too. We want our people to LEAP and so in this role you will
Exinity is an equal opportunities employer and positively encourages applications from suitably qualifiedand eligible candidates regardless of gender sexual orientation marital or civil partner status genderreassignment race color nationality ethnic or national origin religion or belief disability or age.
Remote Work :
No
Employment Type :
Fulltime
#J-18808-LjbffrRelationship Manager
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A luxury developer in Business Bay is looking for top-tier closers.
Direct sales + agency onboarding
Job DescriptionWhat you'll do: As a sales professional, you will be responsible for driving sales growth and expanding the company's network.
RequirementsWho we need:
- Proven luxury developer sales experience (no brokerage candidates)
- Strong agency network
- A closer who delivers results, fast
If you're ready to sell luxury, grow your network, and make serious deals happen—this is your stage.
Details- Seniority level: Entry level
- Employment type: Full-time
- Industry: Real Estate
Referrals increase your chances of interviewing at Executive Search by 2x.
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Relationship Manager
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Job Description
We are seeking a dynamic and results-driven Sales / Relationship Manager preferably strong background in banking and trade finance to manage and grow a portfolio of corporate clients. The ideal candidate will be responsible for maintaining long-term relationships, identifying client needs, and offering tailored financial solutions related to trade finance products such as letters of credit, bank guarantees, and structured finance instruments.
Responsibilities- Proactively identify, pursue, and secure new business opportunities through cold calling, referrals, partnerships, etc.
- Act as the primary point of contact for client interactions, addressing inquiries, concerns, and feedback professionally and in a timely manner.
- Understand client requirements and propose tailored trade finance solutions.
- Ensure proper onboarding of new clients, including documentation, KYC, compliance, and operational setup.
- Identify opportunities to cross-sell and promote additional trade finance instruments or services to existing clients.
- Escalate complex matters to senior management and coordinate with relevant departments until resolution.
- Maintain an updated sales pipeline with detailed stages, client status, expected closures, and follow-up actions.
- Submit regular sales reports in line with company policies, procedures, and reporting schedules.
- Collaborate with internal teams to support deal execution, participate in team meetings, and provide constructive client feedback.
- Perform other duties and responsibilities as assigned by the Reporting Manager.
- Bachelor's degree in finance, Banking, Business Administration, or a related field.
- 3–5 years' experience in a sales or relationship management role, preferably within a bank or trade finance institution.
- Proven ability to manage high-value client relationships and generate new business opportunities.
- Strong interpersonal, negotiation, and communication skills.
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#J-18808-LjbffrRelationship Manager
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Core Responsibilities:
- To manage the business of the assigned team through the designated Coverage team and their Performance.
- The jobholder is partnering the Real Estate department in service delivery and is expected to work independently in many respects to grow revenue for the Bank while managing the risk in the portfolio. Hence the jobholder will need to develop his/her credit skills and develop a good understanding of acceptable risk / reward parameters for customers in the portfolio and will be empowered with certain authority in handling exceptions and resolving customer service issues.
- As he/she will handle customer inquiries and service related issues proactively so as to release resources to better focus on cross selling other complex products.
- The jobholder must have good customer and corporate product knowledge effective problem solving and interpersonal skills in order to satisfy customer meet performance targets and work effectively with various parties to achieve results.
- Maintain a level of zero expiry for all assigned.
- Achieve the annual target for performing loans assigned by Senior Management.
- Cross sell GFM GTB products and all other relevant products to benefit the customer
- NPL to be maintained below 4%. Credit Review / Renewal to be conducted timely.
- Satisfactory Audit report
- Deliver superior customer service by acting as a client service manager to proactively help customers resolve problems and facilitating other
- Enhance credit analysis skills
- Ensure that all internal processes for existing portfolio are met in line with Banks policies & procedures.
- Adhere to procedures and processes in documentation of call reports KYC & all operational matters. Turn around new to bank proposals as per agreed SLA.
Specific Accountabilities
- Sound knowledge of appraisals financial modelling and legal/regulatory environments.
- Ability to communicate both verbally and in written presentation.
- Ability to manage people and to work under pressure.
- Capable to organize the work load and meet deadlines
- Knowledge of interpretation and appraisal of financial statements/feasibility reports
- Functions within the framework and boundaries of Group policies as well as overall organisational and governance frameworks.
- Authorised to take decisions as per the approved authorisation matrix
Qualifications :
- Finance / Business related Bachelors / Masters degree professional qualification in accounting will be an advantage.
- English /Arabic language knowledge is preferable
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Remote Work :
No
Employment Type :
Fulltime
#J-18808-LjbffrRelationship Manager
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Job Purpose
- To provide Portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank and retain their royalty and respect.
- Enhance Mashreq Gold Balance sheet sales/ revenues and promote cross selling of bank products to all existing clients.
- Source new business from HNW Mashreq Gold individuals through referrals, marketing activities and personal contacts.
- Ensure clients are aware of all financial services offered by the bank
Reach financial goals set for the role by the business as per annual and monthly financial targets, including x-sell and up-sell of products to customers, to existing and new to bank customers.
Key result Areas
- Optimize the potential value of the client base through the delivery of MG Products and Services
- Communicate with HNW client and identify their financial needs
- Achieve Revenue Goals, sales and portfolio growth targets across a range of products and services
- Maximize profitability from the Gold base whilst countering competition from other providers offering alternative investments / WM opportunities
- Acquire New to Bank HNW clients.
- Maintain a superior customer service experience for clients including pre empting issues and proactive servicing.
- Safeguard the bank from potential loss / AML fraud / and ensure ethical behavior at all times during and after sales.
- Enhance market profile and awareness
- Minimize customer attrition
Knowledge, Skills and Experience
- Skills / Experience :
- University Graduate
- Strong selling & financial markets knowledge
- Strong interpersonal skills and cultural sensitivity
- Relationship Management Networking skills
- Extrovert/Amiable personality
- Minimum of 5-6 years experience in a similar job with another bank / financial services in the UAE
- Excellent communication and negotiation skills
CISI certified
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Relationship Manager
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Dubai, United Arab Emirates | Posted on 09/10/2025
Job DescriptionRelationship Manager – SME (Dubai)
Location: Dubai, UAE
About Us:
Yubi is a disruptor in the global corporate debt market, offering a range of innovative digital finance solutions. With a mission to redefine the debt ecosystem, Yubi is rapidly expanding from India to the global stage with a diverse and holistic product suite. Backed by marquee investors such as Insight Partners, B Capital Group, Peak XV partners, and others, Yubi is revolutionising the way businesses access capital.
We pride ourselves on a collaborative, transparent, and empowering culture where people are at the core of our growth. If you're looking to make an impact in a dynamic, fast-paced environment, we'd love to have you join our epic growth story.
Role OverviewThe Relationship Manager – SME will play a key role in scaling up Yubi Loans, focusing on acquiring and onboarding SME borrowers in the UAE. You will be responsible for developing and executing business development strategies, building strong relationships with SME clients across multiple sectors, and ensuring they successfully adopt the Yubi Loans platform for their financing needs.
This is an exciting opportunity for a seasoned relationship manager with a background in SME and corporate banking, especially in business loans, working capital solutions, and other forms of financing, to contribute to Yubi's mission of transforming the debt market.
This role is open to candidates from outside the UAE as well, provided they have relevant B2B sales experience and can effectively acquire SME borrowing customers based on lending criteria.
Key ResponsibilitiesClient Acquisition: Identify and acquire SME and corporate borrowers across various financing products, including Business Loans, POS Merchant Loans, Loan Against Property, Equipment Loans, Working Capital, and Trade Finance. Pitch Yubi's value proposition and successfully onboard clients onto the Yubi Loans platform.
Business Development: Conduct proactive business development activities, including outreach, prospecting, and lead generation, to build a robust pipeline of SME and corporate clients.
Client Engagement: Develop and manage relationships with key decision-makers (CXOs, CFOs, Treasury teams) of target clients. Foster ongoing engagement throughout the sales process to ensure successful onboarding.
Needs Assessment & Pitching: Understand clients' debt requirements and tailor Yubi's products and solutions to address their specific financing needs.
Transaction Handover: Ensure smooth handover of onboarded clients to the internal transaction execution team for deal closure and post-onboarding support.
Account Management: Monitor the progress of onboarded clients and ensure they remain active on the platform by tracking transaction statuses and fulfilling financing requirements.
Feedback Loop: Collect feedback from clients to enhance the onboarding process continuously and share insights with the product and technology teams to improve the customer experience.
Required Skills & ExperienceExperience: Minimum of 5 years and up to 12 years of experience in SME and corporate client acquisition, with a strong understanding of enterprise financing products.
Financial Products Expertise: In-depth knowledge of SME and commercial banking asset products, including Unsecured Business Loans, Merchant POS Loans, Asset-Backed Loans, Loan Against Property, CAPEX Loans, Working Capital, and Trade Finance.
Sales & Lead Generation: Proven track record of generating leads and achieving B2B sales targets. Experience in cold calling, prospect meetings, and creative strategies for lead generation.
Relationship Management: Ability to build and maintain relationships with high-level decision-makers (CXO/CFO/Executive Teams) and manage multiple relationships simultaneously.
CRM Proficiency: Familiarity with CRM tools (e.g., Hubspot) for data tracking, lead management, and reporting.
Multilingual Fluency: Additional language skills are a plus, enabling communication across diverse SME sectors.
Self-Starter & Entrepreneurial: A results-driven professional who is proactive, adaptable, and capable of scaling a business rapidly.
Target-Driven: Strong track record of meeting sales goals and driving the sales process from lead generation to closing deals.
Communication Skills: Excellent verbal and written communication skills, with the ability to present technical proposals and complex financial products in a clear, client-friendly manner.
Educational Background: Bachelor's/Master's degree in Business Administration, Finance, Accounting, or related fields.
Preferred Qualifications- Experience in SME lending platforms or fintech solutions.
- Familiarity with the UAE market and regulatory landscape for corporate and SME financing.
Relationship Manager
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We are part of an industry leading Broker, regulated in multiple jurisdictions offering CFD trading in FX, Commodities and Equities. We are seeking dynamic and results-oriented Sales Professionals to join our team in the UAE. This role is ideal for individuals who are passionate about sales and eager to contribute to a thriving business environment. As a Sales Professional, you will play a crucial role in acquiring new clients, driving revenue growth and establishing strong relationships with clients. The ideal candidate will possess a blend of sales acumen, interpersonal skills, and a proactive approach to identifying and pursuing new business opportunities. We offer extensive product training and successful candidates can look for career growth and excellent remuneration.
Responsibilities:
- Identify and develop new business opportunities through networking and prospecting.
- Build and maintain strong relationships with existing clients to ensure customer satisfaction and retention.
- Conduct market research to understand customer needs and industry trends.
- Prepare and deliver compelling sales presentations and proposals to potential clients.
- Achieve and exceed sales targets and performance metrics set by the management.
- Collaborate with the marketing team to develop effective promotional strategies.
- Provide regular reports on sales activities and performance to management.
- Attend industry events and trade shows to represent the company and network with potential clients.
- Stay updated on product knowledge and industry developments to effectively communicate with clients.
- Participate in training and development programs to enhance sales skills and product knowledge.
Preferred Candidate:
- Strong communication and interpersonal skills.
- Proven track record of achieving sales targets.
- Ability to work independently and as part of a team.
- Excellent negotiation and closing skills.
- Self-motivated with a positive attitude and a strong work ethic.
- Familiarity with CRM software and sales tracking tools.
- Ability to adapt to changing market conditions and client needs.
- Strong analytical skills to assess sales performance and market trends.
- Willingness to travel as needed for client meetings and events.
- Fluency in English; knowledge of Arabic is a plus.
Skills
- Proficient in sales techniques and strategies.
- Prior experience in FX sales and exposure to MetaTrader platforms.
- Highest standards of personal integrity and business ethics.
- Strong customer service orientation.
- Excellent verbal and written communication skills.
- Ability to analyze data and market trends.
- Familiarity with digital marketing tools and platforms.
- Strong organizational and time management skills.
- Ability to work under pressure and meet deadlines.
- Team player with a collaborative mindset.
- Multi lingual - Chinese / English / Hindi / Arabic
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Relationship Manager
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Posted On 08 Sep, 2025
Type Permanent
Job Purpose:
To create and maintain relations with existing and potential customers, identify and initiate selling and cross selling initiatives, and provide ongoing high quality customer service, with the aim of achieving set targets, and contributing to the profitability of SIB, in line with strategic guidelines and Bank procedures and policies
Key Accountabilities
- Acquire new to bank/ potential customer for Retail real estate finance / mortgages via daily sales calls and visits.
- Customer complaint resolution through proactive customer service.
- Develop relationship with target channels: developers, real estate agencies, mortgage brokers, government entities, and overall business channel.
Relationship Identification
- Identifies and establishes new relationships, consistent with the Bank's retail objectives, so that SIB market share is maximized.
- The employee should demonstrate a thorough understanding of Consumer Protection Regulations and adhere to the bank's standards for fair treatment of customers, ethical conduct, prompt resolution of customer complaints, provide accurate and comprehensive information to customers, and compliance with applicable laws and regulations. The employee should continuously strive to improve their knowledge of Consumer Protection Regulations and seek opportunities to provide input on bank policies and practices
- Achieves and maintains monthly and yearly assigned sales targets, follow up achievements and take corrective action whenever needed to keep sales targets achievements within track.
- To maximize home finance product sales by making proactive sales efforts and capitalizing on cross-selling retail banking products in order to achieve the sales assigned targets.
- To ensure the submitted customer applications and documentation are complete and error free.
Product Service Communication
- Maintains ongoing dialogue with customers to ensure that they are aware of all SIB retail real estate product /services relevant to their situation.
- To assist in conducting promotional activities, meetings and road shows in the assigned area to achieve the budgeted sales volume.
- Benchmark SIB product/service features and performance against those of local competitors so that SIB product/service developers are aware of market trends and can design products/services that are competitive and in line with premium customer's expectations.
- To provide ongoing customer market feedback to the Team leaders to improve business and processes. To assist in capturing the market share to meet Bank's targets.
Consumer Protection
- Ensure compliance with consumer protection standards including treating customers fairly, providing accurate information about products or services, responding promptly and courteously to inquiries, complaints, and feedback, protecting customer data, identifying and reporting any suspicious or fraudulent activities, continuously improving customer service and keeping abreast of regulatory expectations and SIB Conduct Risk Framework and associated procedures.
- Recommends improvements to departmental procedure and direct the implementation of instructions and controls so that all relevant procedural/legislative requirements are fulfilled while delivering a quality cost-effective service to customers.
- Ensure compliance to Bank policies, procedures, KYC and Central bank regulations.
Qualifications & Experience:
- Minimum Qualifications: Bachelor / Diploma Degree in any commercial related field.
- Minimum Experience: 3-5 years experience in the field of mortgage / retail home finance sales preferably in the banking sector
- Language Skills: Strong in both oral and written: English (Arabic advantage)
Sharjah Islamic Bank (SIB) started servicing the society in 1975; providing banking services to individuals and companies. An Amiri decree; released by His Highness Dr. Sheikh Sultan Bin Mohamed Al Qassimi the member of the Supreme Council & Ruler of Sharjah, was issued to launch & green-light the bank expedition. The bank was originally founded as National Bank of Sharjah and was suited the first bank to convert to Islamic Banking in 2002.
The revolutionizing from commercial banking to Islamic banking was a significant twist for the bank. Not only were specialized products & services modulated for customers, the banks entire organization was converted to be conventional to Islamic regulations. Now, SIB offers customers a broad range of Sharia'a compliant retail, corporate & investment services through the extensive UAE networks.
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