HNW Wealth Relationship Manager: Growth & AUM

Emirates Investment Bank pjsc; Dubai; On-site; AED 350,000 - 900,000; Full time

Job summary

Emirates Investment Bank pjsc seeks an experienced Wealth Management professional to acquire and manage high-net-worth client portfolios. You will work with Investment Advisors to ensure product suitability and compliance, while driving revenue and asset growth across client relationships.

The role requires extensive banking experience, strong English communication, and the ability to collaborate with the Head of Distribution and Investment Advisors to deliver tailored financial solutions and

Qualifications

• 10-15 years of experience in Banking.
• 5-10 years of experience in Wealth Management/ Private Banking/ Asset Management.
• Fluency in English; additional language required.

Responsibilities

• Source new qualified clients for Wealth Management based on the business plan.
• Generate net fee income through sale of Investment products and grow AUM.
• Maintain regular contact with clients with face-to-face meetings and update call records.
• Assess client risk/return preferences and ensure investment suitability with Advisors.
• Increase AUM and deepen relationships with existing clients.
• Provide monthly portfolio performance updates and forecasts to the team lead.
• Conduct account planning with the Team Leader and Head of Distribution to tailor financial solutions.

Skills

English proficiency

Additional language

Job description

Emirates Investment Bank pjsc seeks an experienced Wealth Management professional to acquire and manage high-net-worth client portfolios. You will work with Investment Advisors to ensure product suitability and compliance, while driving revenue and asset growth across client relationships.

The role requires extensive banking experience, strong English communication, and the ability to collaborate with the Head of Distribution and Investment Advisors to deliver tailored financial solutions and