Wealth Manager
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Key skills for this role
About the Role
We are hiring an experienced Relationship Manager for a DFSA-regulated wealth management firm in DIFC. You will build and manage relationships with HNW and UHNW clients, acquire new business, and recommend investment solutions.
Key Skills for This Role
Responsibilities
- Build, manage, and expand relationships with HNW and UHNW clients.
- Acquire new clients and contribute to the growth of Assets Under Management (AUM).
- Understand clients' financial objectives and recommend suitable wealth management and investment solutions.
- Conduct regular client meetings and portfolio reviews.
- Partner with investment and advisory teams to deliver tailored investment strategies.
- Support clients throughout the onboarding and account opening process.
- Maintain exceptional client service through proactive relationship management.
- Generate new business through personal networks, referrals, and relationship building.
- Ensure all client interactions comply with applicable regulatory and internal compliance standards.
Requirements
- Minimum 5 years of experience in Wealth Management, Private Banking, Priority Banking, Investment Advisory, Financial Advisory, or a related field.
- Established network of HNW and affluent clients within the UAE.
- Strong business development and relationship management capabilities.
- Good understanding of investment products including equities, fixed income, mutual funds, structured products, and alternative investments.
- Excellent communication, presentation, and interpersonal skills.
- Self driven, entrepreneurial, and client focused approach.
- Ability to work independently while collaborating effectively within a team.
Full Job Posting
Role Overview
- We are hiring an experienced Relationship Manager – Wealth Management for a leading DFSA regulated wealth management and investment advisory firm based in Dubai International Financial Centre (DIFC).
- The firm provides independent wealth management and investment advisory solutions to High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals, entrepreneurs, families, and institutional clients.
- This opportunity is ideal for professionals currently working in Private Banking, Wealth Management, Priority Banking, Financial Advisory, or Investment Advisory who have established client relationships.
Key Responsibilities
- Build, manage, and expand relationships with HNW and UHNW clients.
- Acquire new clients and contribute to the growth of Assets Under Management (AUM).
- Understand clients' financial objectives and recommend suitable wealth management and investment solutions.
- Conduct regular client meetings and portfolio reviews.
- Partner with investment and advisory teams to deliver tailored investment strategies.
- Support clients throughout the onboarding and account opening process.
- Maintain exceptional client service through proactive relationship management.
- Generate new business through personal networks, referrals, and relationship building.
- Ensure all client interactions comply with applicable regulatory and internal compliance standards.
Candidate Requirements
- Minimum 5 years of experience in Wealth Management, Private Banking, Priority Banking, Investment Advisory, Financial Advisory, or a related field.
- Established network of HNW and affluent clients within the UAE.
- Strong business development and relationship management capabilities.
- Good understanding of investment products, including equities, fixed income, mutual funds, structured products, and alternative investments.
- Excellent communication, presentation, and interpersonal skills.
- Self driven, entrepreneurial, and client focused approach.
- Ability to work independently while collaborating effectively within a team.
What You'll Receive
- Competitive fixed salary based on experience.
- Attractive performance based incentive structure linked to AUM growth and revenue generation.
- Opportunity to build and grow your own client portfolio within a well established platform.
- Access to leading international banking and custody platforms across multiple global financial hubs.
- Professional, collaborative, and supportive work environment.
- Long term career growth within a regulated wealth management business.
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