Client Relationship Manager – Dubai

Prestige IFA Jobs; Dubai; On-site; AED 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a highly skilled Client Relationship Manager to join their Wealth Advice team. This role is perfect for individuals passionate about cultivating client relationships and delivering exceptional service. You will be the primary liaison between clients and financial advisers, ensuring that financial goals are met with care and expertise. This opportunity offers a chance to contribute to a mission-driven approach to financial services, all while working in a supportive environment that prioritizes personal and professional growth. If you are proactive, organized, and committed to excellence, this role is an ideal fit for you.

Benefits

Competitive Salaries

Comprehensive Benefits

Work-Life Balance

Opportunities for Professional Development

Qualifications

• 4-8 Jahre Erfahrung im Kundenbeziehungsmanagement erforderlich.
• Starke Kommunikationsfähigkeiten zur Vereinfachung komplexer finanzieller Konzepte.

Responsibilities

• Entwicklung und Verwaltung von Kundenbeziehungen zur Erfüllung finanzieller Bedürfnisse.
• Zusammenarbeit mit Finanzberatern zur Gewährleistung einer nahtlosen Kundenerfahrung.

Skills

Client Relationship Management

Communication Skills

Financial Concepts Simplification

Team Collaboration

Self-Motivation

Organizational Skills

Curiosity in Finance

Job description

The Opportunity
Our client is seeking a highly skilled Client Relationship Manager to join their Wealth Advice team. This role is ideal for professionals with a talent for cultivating and maintaining client relationships while delivering outstanding service experiences.

This opportunity represents a chance to contribute to a mission-driven approach to financial services, challenging traditional norms and creating meaningful, positive change. Operating in the Middle East, our client is a leader in delivering life-centered financial planning, systematic investment strategies, and a client-focused model for high-net-worth individuals, families, and business owners.

Position Overview
The Client Relationship Manager will serve as the primary liaison between the organization and its clients, ensuring their financial goals are met with exceptional care and expertise. This role requires collaboration with financial planners and client service teams to deliver a seamless client experience.

The ideal candidate is proactive, organized, and committed to integrity and excellence, ready to thrive in a dynamic environment and contribute to introducing fiduciary standards in the Middle East.

Key Responsibilities

• Develop and manage day-to-day client relationships, ensuring their financial needs and goals are understood and met.
• Facilitate the onboarding of new clients and ensure smooth transitions.
• Attend annual review meetings with financial advisers and lead quarterly check-ins with clients.
• Provide exceptional service, exceeding client expectations and delivering meaningful value.
• Address client inquiries with clarity and professionalism.
• Act as a liaison between clients and financial advisers, ensuring effective communication.
• Collaborate with Wealth Advice Associates and the Client Services team to ensure timely processing of requests.
• Continuously seek ways to enhance client experiences and improve service delivery.

Qualifications and Skills

• 4–8 years of experience in client relationship management.
• Commitment to acting in the best interests of clients at all times.
• Proven ability to develop and maintain client relationships.
• Strong communication skills with the ability to simplify complex financial concepts.
• Team-oriented mindset and ability to thrive in a collaborative environment.
• Self-motivated and highly organized, with a growth mindset and positive attitude.
• Curiosity or experience in finance and personal well-being is a plus.

What’s in It for You

• A higher purpose and the opportunity to make a meaningful impact.
• A values-driven culture that prioritizes service to clients and the community.
• Accelerated personal and professional growth within a supportive environment.
• Competitive salaries, comprehensive benefits, and work-life balance.
• Collaboration with a team of experts and stunning colleagues.
• Opportunities for innovation, excellence, and professional development.

Why Join Our Client?
This is a chance to be part of an organization focused on creating positive change for clients, society, and the financial services industry. It’s an ideal fit for professionals seeking a progressive, challenging, and rewarding long-term career with opportunities for growth and impact.

Application Process

• Participate in an initial 30-minute interview with HR.
• Complete Innermetrix and work-related assessments.
• Attend a 1-2 hour interview with the team leader and team members.
• Conclude with a 30-minute culture fit interview with a senior leader.

If this opportunity aligns with your career aspirations and you’re ready to make a difference, please apply today.