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

Company Description

Elite Assets brings together advisors from Wealth Management, Investment Advisory, and Financial Planning services to deliver integrated financial solutions. With a collective industry experience of over 30 years, the team focuses on providing tailored advice that aligns with each client’s unique financial goals. Advisors collaborate closely to design seamless, customized strategies for asset growth, protection, and long-term planning. The firm emphasizes high-quality service, personalized attention, and trusted, relationship-based guidance for a diverse client base.

Role Description

The Relationship Manager role at Elite Assets is a full-time, on-site position based in Dubai, United Arab Emirates. This role involves managing and growing a portfolio of clients by building strong, long-term relationships and understanding their financial objectives. Day-to-day responsibilities include conducting client meetings, assessing financial needs, coordinating with internal advisory and planning teams, and presenting tailored wealth management solutions. The Relationship Manager will monitor client portfolios, respond to inquiries, address concerns, and ensure a high level of service and satisfaction. The role also includes identifying new business opportunities, supporting client onboarding, and maintaining accurate records and documentation in line with company standards and regulatory requirements.

Qualifications

• Strong client relationship management and interpersonal skills, with the ability to build trust and maintain long-term partnerships.
• Knowledge of wealth management, investment advisory, and financial planning concepts, with the ability to explain solutions clearly to clients.
• Excellent communication and presentation skills, including proficiency in English; additional languages are an advantage.
• Analytical thinking and problem-solving skills to understand client needs, assess risk, and support appropriate financial recommendations.
• Comfort working in a fast-paced, client-focused environment, with a collaborative approach to working with cross-functional teams.
• Bachelor’s degree in Finance, Business, Economics, or a related field;
• Prior experience in relationship management, private banking, or financial services, preferably in the Middle East region.