Relationship Manager - Investment Management

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

Job summary

An established industry player is seeking a skilled Relationship Manager to join its investment management team in Dubai. This role focuses on building and nurturing long-term relationships with high-net-worth clients, providing strategic investment advice, and driving revenue growth through new client acquisition. The ideal candidate will have a strong background in investment management, a verified client book, and a passion for delivering tailored financial solutions. Join a dynamic team and make a significant impact in the financial services sector while staying at the forefront of market trends and investment products.

Qualifications

• 2+ years of experience in investment management or wealth advisory.
• Proven client book of at least 10M AED in AUM.

Responsibilities

• Develop and maintain relationships with HNW and corporate clients.
• Provide strategic investment advice and tailored financial solutions.

Skills

Relationship Management

Investment Products Knowledge

Portfolio Management

Financial Planning

Client Acquisition

Education

Bachelor’s degree in Finance

CFA / CFP

Job description

Relationship Manager - Investment Management

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Building Financial Services & Commodities teams across GCC

Overview

Seeking an experienced relationship management professional with a proven client book to join our investment management firm client based in DIFC. The ideal candidate will have a strong network of HNW clients.

Responsibilities :

• Develop and maintain long-term relationships with HNW, institutional & corporate clients.
• Provide strategic investment advice and recommend tailored financial solutions.
• Drive revenue growth through new client acquisition and portfolio expansion.
• Stay updated on market trends, investment products, and regulatory changes.

Requirements :

• 2+ years of experience in investment management, private banking, or wealth advisory.
• A verified client book of at least 10M AED in AUM.
• Strong knowledge of investment products, portfolio management, and financial planning.
• Bachelor’s degree in Finance, Economics, or a related field (CFA / CFP is a plus).

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance
• Financial Services and Investment Management

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Relationship Manager • Dubai, Dubai, United Arab Emirates