Relationship Manager

Elite Assests LTD; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading financial services provider is looking for a full-time Relationship Manager to join their team in Dubai, United Arab Emirates. The successful candidate will manage and nurture client relationships while providing personalized financial advice. Key tasks include conducting portfolio reviews and analyzing financial information. Candidates should possess strong financial planning, investment advisory skills, and a bachelor's degree in Finance, Business, or Economics. This role offers an excellent opportunity for career advancement in the finance industry.

Qualifications

• Strong skills in Financial Planning, Wealth Management, and Investment Advisory required.
• Experience developing and maintaining client relationships is essential.
• Proficiency in financial analysis tools and software is necessary.

Responsibilities

• Manage and develop client relationships effectively.
• Provide personalized financial advice tailored to clients' needs.
• Conduct regular portfolio reviews to ensure client satisfaction.

Skills

Financial Planning

Wealth Management

Investment Advisory

Client Relationship Management

Analytical Skills

Problem-Solving Skills

Communication Skills

Financial Analysis Tools

Team Collaboration

Education

Bachelor's degree in Finance, Business, Economics, or related field

Job description

Company Description

Elite Assets houses advisors from our Wealth Management, Investment Advisory, and Financial Planning services. With over 30 years of collective experience in the industry, our team of experts collaborates to offer seamless, fully customized solutions. We are dedicated to providing top-notch financial services to meet the unique requirements of each client.

Role Description

This is a full-time, on-site position located in Dubai, United Arab Emirates for a Relationship Manager. The Relationship Manager will be responsible for managing and developing client relationships, providing personalized financial advice, conducting regular portfolio reviews, and ensuring client satisfaction. Day-to-day tasks include meeting with clients, analyzing financial information, recommending the most suitable products and services, and maintaining up-to-date knowledge of industry trends.

Qualifications

• Financial Planning, Wealth Management, and Investment Advisory skills
• Experience in developing and maintaining client relationships
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• Proficiency with financial analysis tools and software
• Ability to work independently and as part of a team
• Experience in the finance industry
• Bachelor's degree in Finance, Business, Economics, or related field