Client Relationship Manager (Investment Management)

HRsource; Dubai; On-site; AED 120,000 - 180,000; Full time

Job summary

A leading company is seeking a Client Relationship Manager - Investor Onboarding in Dubai. The successful candidate will oversee investor onboarding, ensuring compliance while building strong relationships with high-net-worth individuals. Ideal candidates will have substantial experience in financial services, particularly in client relationship management and compliance, making this an exciting opportunity for career advancement.

Qualifications

• Prior experience in client onboarding or relationship management within a financial institution.
• Understanding of KYC/AML regulations.
• Experience managing multiple tasks effectively.

Responsibilities

• Oversee the entire onboarding process for investors and ensure compliance.
• Build and maintain strong relationships with investors.
• Collaborate with internal teams to ensure a seamless onboarding process.

Skills

Client Relationship Skills

Compliance Knowledge

Communication Skills

Organizational Skills

Problem-Solving Skills

Internal Team Coordination

Industry Knowledge

Tools

CRM systems

Document management systems

Job description

Our client is looking for a Client Relationship Manager- Investor Onboarding who is a well-connected, sharp professional with financial services or private banking experience and also has Strong interpersonal and PR skills to build trust with HNWIs and onboard new investors.

Key Responsibilities:

• Oversee the entire onboarding process, from initial contact to successful investment, ensuring compliance with all relevant regulations and internal policies.
• Build and maintain strong relationships with investors, understanding their needs and providing excellent service.
• Collaborate with internal teams (legal, operations, risk, etc.) to ensure a seamless onboarding process.
• Ensure accurate and complete documentation for all investors, including legal agreements, IMAs, and other relevant documents.
• Act as a point of contact for investors, addressing their queries and providing timely updates.
• Identify and mitigate potential risks throughout the onboarding process, ensuring compliance and protecting the organization.
• Monitor the onboarding process, identify areas for improvement, and report on key metrics.
• Contribute to the development and improvement of onboarding procedures and best practices.

Skills and Qualifications:

• Strong Client Relationship Skills: Ability to build trust and rapport with investors.
• Compliance Knowledge: Deep understanding of KYC/AML regulations and compliance procedures.
• Communication Skills: Excellent written and verbal communication skills.
• Organizational Skills: Ability to manage multiple tasks and deadlines effectively.
• Problem-Solving Skills: Ability to identify and resolve issues proactively.
• Internal Team Coordination: Ability to work effectively with internal teams.
• Software Proficiency: Familiarity with CRM systems, document management systems, and other relevant software.
• Industry Knowledge: Understanding of the financial services industry and investment products.
• Experience: Prior experience in client onboarding, relationship management, or compliance within a financial institution
• Crypto background is a plus,