Assistant Relationship Manager (Wealth)

Michael Page; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A prominent recruitment agency is seeking an Assistant Relationship Manager to collaborate with senior Relationship Managers and manage client servicing tasks. This role involves understanding client needs, processing transactions, and ensuring compliance with legal requirements. The ideal candidate will have 2-3 years of experience in financial services and strong communication skills. The position offers exposure to high-net-worth individuals and complex wealth management strategies in a dynamic environment.

Qualifications

• 2-3 years in a client servicing role within financial services, preferably in Private Banking.
• Strong understanding of banking platforms, basic accounting, and financial reporting.

Responsibilities

• Partner with Relationship Managers to address client financial needs.
• Manage client servicing tasks such as account opening and documentation.
• Process client instructions for payments, transfers, and investments.
• Coordinate with banks to resolve client requests efficiently.
• Monitor account activities and ensure smooth daily operations.
• Prepare client reports, portfolio reviews, and presentations.
• Ensure compliance with KYC, AML, and regulatory requirements.

Skills

Proactive

Excellent communication

Relationship-building

Adaptable

Analytical mindset

Education

University degree or equivalent

Tools

MS Office (especially Excel)

Job description

Assistant Relationship Manager (ARM)

The Assistant Relationship Manager (ARM) will work closely with senior Relationship Managers to understand client needs and assist in developing and executing account strategies. The role involves managing client servicing aspects, including account documentation, onboarding, and transaction processing, while ensuring compliance with legal and regulatory requirements. The ARM will also support client reporting, portfolio reviews, and presentations, and act as a key liaison between clients, banks, and internal teams to deliver a seamless experience.

Client Details

Our client is a leading multi-family office platform based in the DIFC.

Key Responsibilities

• Partner with Relationship Managers to address client financial needs.
• Manage client servicing tasks such as account opening and documentation.
• Process client instructions for payments, transfers, and investments.
• Coordinate with banks to resolve client requests efficiently.
• Monitor account activities and ensure smooth daily operations.
• Prepare client reports, portfolio reviews, and presentations.
• Ensure compliance with KYC, AML, and regulatory requirements.
• Support internal process improvements and maintain learning through certifications.

Profile

• Experience: 2-3 years in a client servicing role within financial services (Private Banking preferred).
• Knowledge: Strong understanding of banking platforms, basic accounting, and financial reporting.
• Skills: Proactive, adaptable, excellent communication and relationship‑building skills.
• Qualifications: University degree or equivalent.
• Competencies: Strong client orientation, ability to manage multiple priorities, analytical mindset, and proficiency in MS Office (especially Excel).

Job Offer

• Exposure to high-net-worth individuals and complex wealth management strategies.
• Collaborative and dynamic work environment in the DIFC.