Relationship Manager - Miqdam Banking

About the role

The Relationship Manager manages and grows a portfolio of Miqdam (Qataris-only) banking customers by delivering relationship management, wealth advisory and banking services. The role deepens existing relationships, acquires new customers, increases Total Relationship Value (TRV) and delivers a premium banking experience, while staying compliant with regulations, internal policies and risk standards. It suits someone who understands Qatari culture and relationship-driven banking.

Key responsibilities

• Wealth management: attain international wealth management qualifications, run structured meetings (fact find, risk profile, recommendations), hold regular financial reviews, give timely wealth statements and upskill continuously.
• Customer acquisition and retention: acquire new Miqdam customers, grow wallet share, assets under management, liabilities and investment balances, and meet acquisition, retention, revenue and product penetration targets.
• Act as the primary point of contact, resolve requests, enquiries and complaints within service standards, and use customer insights and data analytics to deepen relationships and cross-sell.
• Maintain an assigned portfolio, prepare portfolio review meetings, promote products (liabilities, lending, cards, investments, deposits, wealth solutions) and work with Wealth Management, Private Banking, Product and Support teams.
• Develop account plans for key customers, ensure walk-in and referred customers receive premium service, and support management initiatives on customer experience and segment growth.
• Analyse existing and potential customers' creditworthiness, credit data and financial information, and profile clients to introduce them to suitable products.
• Learn banking tools such as CRM, KAPITI and the Digital RM platform, and support business development, customer events and special projects.

Required profile

• Bachelor's degree, preferably in a business-related major.
• Strong knowledge of Qatari culture, traditions, business etiquette and customer expectations.
• Competencies listed: drive for results, achievement orientation, customer service orientation, team player, interpersonal effectiveness, change orientation and high performance skills.

Required skills

• CRM, KAPITI and Digital RM platform
• Consumer lending, credit card accounts, loan processing and private client services
• Financial analysis and financial product knowledge