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Banking relationship management

Banking relationships in Switzerland, Singapore, the UAE and Liechtenstein — subject in every case to each institution's own due diligence.

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Short answer

Banking relationship management is the work of opening and keeping the accounts a structure needs. It covers institution selection, preparing the diligence pack, presenting source of wealth coherently, and maintaining the relationship so accounts are not frozen or exited later. No adviser can guarantee an account: the decision is always the bank's.

What this covers

The work itself, not a list of promises.

01
Institution selection

Which banks actually serve your profile, rather than which have the best brochure.

02
Diligence preparation

Source of wealth and source of funds documented before the first meeting.

03
Introduction

Presenting the family and the structure to the right person, in the bank's own terms.

04
Relationship maintenance

Keeping the file current so a periodic review does not become an exit.

When this applies

You probably need this if

An account application has already been declined without a clear reason.
Source-of-wealth documentation has never been assembled in one place.
A long-standing bank has begun asking questions it never asked before.

Questions people search

Answer first, on the assumption an engine reads it before a person does.

Can you guarantee an account will be opened?+
Why do applications get declined?+
How long does account opening take?+

General information, not legal, tax or investment advice. Rates, thresholds and permitted activities are set by the relevant authorities and change; confirm the current position and take advice from qualified counsel in each relevant jurisdiction before acting.

Related service lines

Assemble the pack before you approach anyone

A declined application is on record. It is worth being ready the first time.

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