Dubai On-Site Wealth Relationship Manager

Elite Assets; Dubai; On-site; AED 180,000 - 300,000; Full time

Job summary

Elite Assets in Dubai, UAE, is seeking a Relationship Manager to manage a growing portfolio of clients in wealth management, investment advisory, and financial planning.

You will conduct client meetings, assess financial needs, coordinate with internal teams, present tailored solutions, monitor portfolios, handle onboarding, and ensure regulatory compliance. Fluency in English preferred; CRM experience beneficial.

Qualifications

• Strong client relationships and interpersonal skills.
• Knowledge of wealth management and financial planning.
• Excellent communication and presentation in English.
• Analytical thinking with risk assessment.
• Comfort in fast-paced client-focused environment.
• Experience in private banking or financial services is preferred.

Responsibilities

• Meet with clients to understand financial objectives.
• Assess needs and present tailored wealth solutions.
• Coordinate with internal advisory teams.
• Monitor client portfolios and respond to inquiries.
• Support onboarding and maintain records and compliance.

Skills

Relationship mgmt

Wealth management

Investment advisory

Communication skills

Education

Bachelor's degree in Finance/Business/Economics

Job description

Elite Assets in Dubai, UAE, is seeking a Relationship Manager to manage a growing portfolio of clients in wealth management, investment advisory, and financial planning.

You will conduct client meetings, assess financial needs, coordinate with internal teams, present tailored solutions, monitor portfolios, handle onboarding, and ensure regulatory compliance. Fluency in English preferred; CRM experience beneficial.