Relationship Manager
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Role Overview
• Develop and strengthen relationships with high-net-worth and ultra-high-net-worth clients.
• Drive new client acquisition and contribute to growth in assets under management.
• Understand client objectives and recommend appropriate wealth management solutions.
• Conduct regular client meetings and portfolio review discussions.
• Collaborate with investment specialists to deliver tailored investment strategies.
• Support client onboarding and account opening activities.
• Identify new business opportunities through networking, referrals, and relationship management while ensuring regulatory compliance.
Full Job Posting
- Join an independent wealth platform focused on long-term client success.
- Build and grow your own client franchise with strong institutional support.
About Our Client
A DFSA-regulated wealth management and investment advisory business based in Dubai.
The firm provides investment advisory and wealth management solutions to high-net-worth individuals, families, entrepreneurs, and institutional clients, with access to international banking and custody networks.
Job Description
- Develop and strengthen relationships with high-net-worth and ultra-high-net-worth clients.
- Drive new client acquisition and contribute to growth in assets under management.
- Understand client objectives and recommend appropriate wealth management solutions.
- Conduct regular client meetings and portfolio review discussions.
- Collaborate with investment specialists to deliver tailored investment strategies.
- Support client onboarding and account opening activities.
- Identify new business opportunities through networking, referrals, and relationship management while ensuring regulatory compliance.
The Successful Applicant
- At least 5 years of experience within wealth management, private banking, investment advisory, financial advisory, or a related field.
- An established network of affluent and high-net-worth clients in the UAE.
- Strong relationship management and business development capabilities.
- Good understanding of investment products, including equities, bonds, mutual funds, structured products, and alternative investments.
- Excellent communication skills with a proactive, client-centric approach.
What's on Offer
- Competitive fixed salary aligned to experience.
- Performance-based incentives linked to business growth and revenue generation.
- Opportunity to build and expand a personal client book within a supportive platform.
- Access to international banking and custody platforms across key global financial centres.
- Collaborative environment with long-term career development opportunities.
If you are passionate about wealth management and enjoy building long-term client relationships, this is an excellent opportunity to take your career to the next level within a growing advisory platform.
Contact: Radhika Menon
Quote job ref: JN-092026-7102535
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