Relationship Executive

Company Overview

Role Purpose

Key Responsibilities

• **AUM Transition & Management:** Efficiently onboard and manage your existing portfolio of HNW/UHNW clients, ensuring a smooth transition of assets to our platform.
• **Portfolio Advisory:** Deliver tailored wealth management solutions, including asset allocation, estate planning, structured products, and alternative investments, aligned with client risk profiles.
• **Business Development:** Actively network and acquire new client assets within the UAE and broader GCC/international markets to continuously grow your AUM.
• **Relationship Management:** Maintain deep, trusted relationships through regular portfolio reviews, market updates, and face-to-face meetings.
• **Compliance & Regulation:** Ensure all client onboarding and advisory activities strictly adhere to DFSA/SCA regulations, compliance policies, and robust Anti-Money Laundering (AML/KYC) standards.

Candidate Profile & Experience

• **Proven Track Record:** Minimum of 5–8 years of experience as a Relationship Manager, Private Banker, or Wealth Advisor, ideally within Dubai or a major global financial hub.
• **Portable Book of Business:** A demonstrable, active, and loyal client base with **transferable AUM** (target specific asset thresholds can be discussed during screening).
• **Market Expertise:** Strong understanding of global financial markets, macroeconomic trends, and diverse asset classes (Equities, Fixed Income, Private Equity, Real Estate).
• **Regulatory Compliance:** Deep familiarity with Dubai’s regulatory landscape (DFSA/SCA). Relevant financial certifications (e.g., CISI, CFA, or equivalent) are highly advantageous.
• **Skills:** Exceptional communication, negotiation, and interpersonal skills. Fluency in English is mandatory; multi-lingual capabilities (e.g., Arabic, Hindi, Russian, French) are a major asset.

What We Offer

• We believe in rewarding the direct value you bring to the firm.
• Our compensation structure is designed to heavily reward success.
• **Competitive Basic Salary:** A stable, high-end fixed monthly salary reflective of your experience.
• **Uncapped Commission Structure:** A highly lucrative, transparent commission/revenue-share model based on your AUM net-new money and fee generation.
• **Premium Infrastructure:** Access to a comprehensive open-architecture platform with top-tier custodian banks, cutting-edge wealth tech, and dedicated investment analyst support.
• **Dubai Employment Benefits:** Full UAE residency visa, comprehensive private medical insurance, and end-of-service gratuity.
• Pay: AED6,000.00 - AED8,000.00 per month