Relationship Manager

See & Recruit; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading financial services firm in Dubai is seeking a highly motivated Relationship Manager to manage a portfolio of high-net-worth individuals. This role requires strong financial acumen and experience in wealth management, with responsibilities including developing client relationships and providing tailored investment solutions. Ideal candidates will have 4-6 years of relevant experience and a bachelor's degree in a related field.

Qualifications

• 4–6 years of experience in wealth management or private banking, preferably in the UAE.
• Proven track record in managing HNWI portfolios.
• Excellent communication and negotiation skills.

Responsibilities

• Develop and manage relationships with HNW clients.
• Provide customized investment solutions.
• Grow and maintain a portfolio of affluent clients.

Skills

Relationship management

Financial acumen

Client focus

Investment product knowledge

Education

Bachelor’s degree in Finance, Economics, Business Administration or related field

CFA, CFP, or equivalent

Job description

Job Summary

We are seeking a highly motivated and client-focused Relationship Manager to join our team in leading banking companies in Dubai. The successful candidate will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs), Ultra high-net-worth individuals (UHNWIs) by providing tailored wealth management solutions and exceptional service. This role requires strong financial acumen, relationship management skills, and a deep understanding of investment products.

Key Responsibilities

• Develop and manage relationships with HNW clients to understand their financial goals and provide customized investment solutions.
• Grow and maintain a portfolio of affluent clients by offering holistic Investment management services including investment advisory, equity & debt products, bonds, insurance, estate planning, and structured products.
• Conduct regular portfolio reviews and proactively suggest portfolio rebalancing and enhancements in line with market trends.
• Collaborate with product specialists and internal teams to deliver comprehensive financial solutions.
• Ensure strict adherence to compliance, AML, KYC, and other regulatory requirements
• Identify new business opportunities through referrals, networking, and market intelligence.
• Maintain up-to-date knowledge of global financial markets and investment products.
• Prepare reports, proposals, and presentations for clients and internal stakeholders.

Qualifications & Experience

• Bachelor’s degree in Finance, Economics, Business Administration or related field (CFA, CFP, or equivalent preferred).
• Minimum 4–6 years of experience in wealth management or private banking, preferably in the GCC/UAE region.
• Proven track record in managing HNWI portfolios and achieving AUM growth targets.
• Strong knowledge of investment products, financial planning, and global markets.
• Excellent communication, negotiation, and interpersonal skills.