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Senior Relationship Manager
Redwood Recruitment Specialists
Dubai, UAE
Full Time
Senior
1 months ago
Relationship ManagementPrivate BankingWealth ManagementInvestment AdvisoryClient AcquisitionFinancial Analysis
Free
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Relationship ManagementPrivate BankingWealth Management
About the Role
Redwood Recruitment seeks an experienced Relationship Manager to build and expand relationships with HNW/UHNW individuals, family offices, and professional investors. The role involves managing a portfolio, securing new business, and advising on investment and financing solutions.
Key Skills for This Role
Relationship ManagementPrivate BankingWealth ManagementInvestment AdvisoryClient AcquisitionFinancial Analysis
Responsibilities
- Manage and grow a portfolio of sophisticated client relationships
- Identify and secure new business through networks and referrals
- Advise clients on investment, financing, and advisory solutions
- Collaborate with investment, product, and execution teams
- Maintain the highest standards of professionalism and compliance
- Increase client engagement and wallet share
Requirements
- Experience in Private Banking, Wealth Management, Family Office Advisory, Investment Advisory, or Institutional Coverage
- Proven track record of building and managing sophisticated client relationships
- Strong commercial instincts with entrepreneurial drive
- Well connected with HNW/UHNW or professional investors
- High professionalism and regulatory awareness
Full Job Posting
The Role
- We're seeking an experienced Relationship Manager to build and expand relationships with HNW/UHNW individuals, family offices, business owners, and professional investors.
- This is a client focused, entrepreneurial role offering the agility of a boutique with the backing of an institutional platform.
Key Responsibilities
- Manage and grow a portfolio of sophisticated client relationships.
- Identify and secure new business through networks and referrals.
- Advise clients on investment, financing, and advisory solutions.
- Collaborate with investment, product, and execution teams.
- Maintain the highest standards of professionalism and compliance.
- Increase client engagement and wallet share.
Who We're Looking For
- Experience in Private Banking, Wealth Management, Family Office Advisory, Investment Advisory, or Institutional Coverage.
- Proven track record of building and managing sophisticated client relationships.
- Strong commercial instincts with entrepreneurial drive.
- Well connected with HNW/UHNW or professional investors.
- High professionalism and regulatory awareness.
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