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Bank Relationship Officer

Job Type: Full Time
Job Location: Dubai

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Location: Dubai, UAE

Department: Relationship Management

Reports To: Relationship Manager

Job Summary:

The Bank Relationship Officer plays a pivotal role in building and maintaining strong relationships with existing and potential customers. This position requires a dynamic and customer-focused individual who will be responsible for understanding clients’ financial needs, providing tailored financial solutions, and ensuring a high level of customer satisfaction. The Bank Relationship Officer will work closely with the Relationship Manager to achieve the bank’s business goals and objectives.

Key Responsibilities:

  1. Client Relationship Management:
    • Build and maintain strong relationships with existing clients.
    • Identify potential clients and develop strategies to acquire new business.
    • Conduct regular meetings with clients to understand their financial needs and goals.
  2. Financial Advisory:
    • Provide expert financial advice and guidance to clients, including investment options, savings plans, and loan products.
    • Develop customized financial solutions to meet individual client needs.
    • Keep up-to-date with industry trends and market conditions to provide relevant advice.
  3. Product Knowledge:
    • Stay well-informed about the bank’s products and services.
    • Educate clients on the bank’s offerings and help them make informed decisions.
  4. Sales and Targets:
    • Achieve and exceed sales targets and objectives set by the bank.
    • Cross-sell and upsell various banking products and services.
    • Identify opportunities for revenue generation and market expansion.
  5. Documentation and Compliance:
    • Ensure that all client documentation and transactions comply with regulatory requirements.
    • Maintain accurate records of client interactions and transactions.
  6. Customer Service:
    • Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
    • Act as a point of contact for client concerns and feedback.
  7. Market Research:
    • Conduct market research to identify trends and competitor strategies.
    • Use market insights to develop new client acquisition strategies.


  • Bachelor’s degree in Finance, Business, or a related field.
  • Proven experience in a customer-facing role, preferably in the banking or financial industry.
  • Strong knowledge of financial products and services.
  • Excellent communication and interpersonal skills.
  • Sales and target-oriented with a proven track record of achieving goals.
  • Ability to build and maintain relationships with clients.
  • Sound understanding of banking regulations and compliance.
  • Proficiency in using banking software and technology.

Additional Requirements:

  • Financial industry certifications (e.g., Certified Financial Planner, Chartered Financial Analyst) are a plus.
  • Willingness to work flexible hours and travel as required.

How to Apply:

Interested candidates are invited to submit their resume and a cover letter detailing their relevant qualifications and experience.

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