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HNW Wealth Relationship Manager

United Arab Bank

Dubai

On-site

AED 120,000 - 200,000

Full time

30+ days ago

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Job summary

A prominent financial institution in Dubai is seeking a Wealth Management professional to manage high net worth clients. The role involves building strong client relationships, meeting sales and financial goals, and delivering personalized investment solutions. The ideal candidate has 3-5 years of experience in wealth management in the banking sector, CISI level 3 certification, and excellent communication skills.

Qualifications

  • 3-5 years of experience in Wealth Management in banking or financial services.
  • Experience managing a book of HNW clients.
  • Strong interpersonal and communication skills.

Responsibilities

  • Build and maintain relationships with High Net Worth (HNW) clients.
  • Meet financial goals and targets.
  • Identify and fulfill clients' financial needs.

Skills

Client relationship management
Wealth management sales
Financial analysis
Risk assessment

Education

University Graduate in Marketing, Banking, Finance
CISI level 3
ESCA UAE Rules and Regulations Certification
Job description
A prominent financial institution in Dubai is seeking a Wealth Management professional to manage high net worth clients. The role involves building strong client relationships, meeting sales and financial goals, and delivering personalized investment solutions. The ideal candidate has 3-5 years of experience in wealth management in the banking sector, CISI level 3 certification, and excellent communication skills.
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