Relationship Manager - Private Wealth Management
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Key skills for this role
About the Role
Manage and expand High Net Worth client portfolios, delivering tailored wealth management solutions while ensuring compliance and exceptional client service.
Key Skills for This Role
Responsibilities
- Serve as primary relationship manager for a portfolio of HNW and UHNW clients
- Develop deep, long term relationships by understanding clients' financial objectives, investment preferences, and succession planning needs
- Deliver tailored investment and wealth management solutions aligned with clients' risk profiles and financial goals
- Maintain regular engagement through portfolio reviews, market updates, and strategic planning discussions
- Leverage professional network to acquire new HNW and UHNW clients
- Grow AUM through new client acquisition and expansion of existing relationships
- Identify cross selling opportunities across investment products and wealth management solutions
- Represent the firm at networking events, industry functions, and client meetings
- Provide investment recommendations across multiple asset classes in accordance with firm's investment philosophy and regulatory framework
- Conduct qualitative and quantitative research on financial markets, investment products, and funds
- Monitor portfolios and recommend adjustments based on market conditions and client objectives
- Ensure full compliance with DFSA regulations, internal policies, and legal requirements
Requirements
- Minimum 10 years' experience in Private Banking, Wealth Management, Investment Advisory, or Financial Services
- Current or recent experience within a DFSA or ADGM regulated wealth management firm
- Proven experience managing portfolios of HNW and UHNW clients
- Demonstrated success in business development and relationship management in private wealth
- Existing transferable client book with minimum AUM of AED 25 million
- Strong understanding of investment advisory, portfolio management, wealth preservation, financial planning, alternative investments, global financial markets
- Good knowledge of DFSA regulatory requirements and compliance standards
- Bachelor's Degree in Finance, Economics, Business or related discipline
- Professional qualifications such as CFA, CFP, CISI or equivalent highly desirable
Full Job Posting
Role Overview
- Manage and expand a portfolio of HNW and UHNW clients across UAE and international markets.
- Act as trusted advisor delivering comprehensive wealth management solutions.
- Ideal for experienced private banker or wealth advisor with existing transferable client book and DFSA knowledge.
Key Responsibilities
- Serve as primary relationship manager for a portfolio of HNW and UHNW clients.
- Develop deep, long term relationships by understanding clients' financial objectives, investment preferences, and succession planning needs.
- Deliver tailored investment and wealth management solutions aligned with clients' risk profiles and financial goals.
- Maintain regular engagement through portfolio reviews, market updates, and strategic planning discussions.
- Leverage professional network to acquire new HNW and UHNW clients.
- Grow AUM through new client acquisition and expansion of existing relationships.
- Identify cross selling opportunities across investment products and wealth management solutions.
- Represent the firm at networking events, industry functions, and client meetings.
- Provide investment recommendations across multiple asset classes in accordance with firm's investment philosophy and regulatory framework.
- Conduct qualitative and quantitative research on financial markets, investment products, and funds.
- Monitor portfolios and recommend adjustments based on market conditions and client objectives.
- Ensure full compliance with DFSA regulations, internal policies, and legal requirements.
Requirements
- Minimum 10 years' experience in Private Banking, Wealth Management, Investment Advisory, or Financial Services.
- Current or recent experience within a DFSA or ADGM regulated wealth management firm is essential.
- Proven experience managing portfolios of HNW and UHNW clients.
- Demonstrated success in business development and relationship management within private wealth.
- Existing transferable client book with minimum AUM of AED 25 million.
- Strong understanding of investment advisory, portfolio management, wealth preservation, financial planning, alternative investments, global financial markets.
- Good knowledge of DFSA regulatory requirements and compliance standards.
- Excellent relationship building, networking, communication, negotiation, and presentation skills.
- Bachelor's Degree in Finance, Economics, Business or related discipline preferred.
- Professional qualifications such as CFA, CFP, CISI or equivalent highly desirable.
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