Senior Relationship Manager
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Key skills for this role
Role Overview
Build an elite wealth management team within an FSRA-licensed UAE company specializing in brokerage and investment services.
Engage and serve ultra-high-net-worth clients as a founding member of a strategic initiative.
Key Skills for This Role
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Position Summary
Build an elite wealth management team within an FSRA-licensed UAE company specializing in brokerage and investment services.
Engage and serve ultra-high-net-worth clients as a founding member of a strategic initiative.
Responsibilities
- Identify, prospect, and acquire Qualified Investor Clients and HNWIs through business development plans, networks, and referrals.
- Manage an HNWI portfolio, understand financial goals, provide tailored guidance, and coordinate internal market insights.
- Cross-sell the brokerage product suite while meeting targets for new accounts, client assets under management, and trading volume.
- Track pipeline, client activity, and KPIs in CRM and report market insights to senior leadership.
Qualifications and Experience
- 10+ years of sales experience in a regulated brokerage, private bank, or wealth management firm across international capital markets.
- Proven success acquiring and managing HNWI clients.
- Knowledge of ADGM or equivalent financial regulation, with ADGM 3A experience advantageous.
- Strong understanding of global financial markets and investment products.
- Excellent English communication, presentation, and negotiation skills; Arabic is advantageous.
- CFA or CISI qualifications are preferred.
- An existing GCC HNWI contact book is highly desirable.
Why Join
- Join a growing international financial services group.
- Work in a dynamic culture with strong executive exposure.
- Access opportunities across an expanding regional network.
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