Relationship Manager – Wealth Management

Edjobster PVt. Ltd; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

An established industry player in Dubai is seeking a Relationship Manager to oversee high-net-worth clients and deliver tailored financial solutions. In this pivotal role, you will manage and grow client portfolios, ensuring an average size of AED 3-5 million, while providing insightful investment advice on a range of products. The ideal candidate will have a minimum of 8-10 years of experience in UAE Wealth Management, demonstrating strong client relationships and a proven track record. This role offers competitive compensation, comprehensive benefits, and opportunities for professional growth in a dynamic environment.

Benefits

Comprehensive medical coverage

Visa sponsorship

Annual leave as per labor laws

Quarterly sales incentives

Access to exclusive company events

Qualifications

• 8-10 years of experience in UAE Wealth Management.
• Extensive knowledge of wealth products and client management.

Responsibilities

• Manage high-net-worth client portfolios, ensuring growth and retention.
• Provide tailored financial solutions and investment advice.

Skills

Client Acquisition

Portfolio Management

Investment Advisory

Client Relationship Management

Communication Skills

Education

Bachelor's Degree in Finance or related field

Job description

We are hiring for a Wealth Management company in Dubai for the role of Relationship Manager. The ideal candidate shall have a proven track record in managing high-net-worth clients, delivering tailored financial solutions, and maintaining long-term client relationships within a well-established financial institution.

Key Responsibilities :

Client Acquisition and Portfolio Management

• The idea candidate should have managed and grown a portfolio of high-net-worth clients with a minimum initial deposit of USD 1 million per client.
• Ensured an average portfolio size per client of USD 3-5 million over 12-24 months.
• Should have onboarded and fund 8-10 new clients within the first six months.
• Establish and nurture long-term relationships with clients to drive loyalty and retention.

Investment Advisory and Financial Solutions

• Offer a range of investment products, including stocks, bonds, mutual funds, and ETFs, catering to both local and international client needs.
• Provide insightful, market-relevant advice, considering factors such as interest rate cycles, inflation, and broader market conditions.

Client Relationship Management

• Act as a trusted advisor, building relationships with high-net-worth individuals through a confident, personable approach.
• Maintain strong communication and presentation skills, with a high command of English.
• Leverage an understanding of high-net-worth client requirements to tailor financial strategies and product recommendations.

Requirements

Qualifications and Experience :

• Minimum 8-10 years of experience in UAE Wealth Management.
• Demonstrated loyalty and consistency, having been with the current institution for at least 4-5 years.
• Extensive knowledge of wealth products, including practical experience in advising and implementing solutions.
• Experience managing portfolios with substantial AUM, reflecting strong client relationships.
• Previous experience in a Private Bank is preferred, although candidates from elite retail wealth teams (such as Priority, Signature, Elite, etc.) are also welcome to apply.

Compensation and Benefits :

• Salary Range : AED 25,000 and no bar for deserving candidates, based on experience, current compensation, and portfolio size.
• Variable Pay : Quarterly sales incentives, with payout slabs starting at 35% and going up to 50%.
• Medical and Visa : Comprehensive medical coverage for the RM and family, visa sponsorship, and annual leave as per labor laws.
• Retirement Benefits :

Gratuity credited monthly, as per UAE labor laws.

• Weekly market updates and continuous product training.
• Support from dedicated service teams for account setup, product management, and portfolio reviews.
• Access to exclusive company events, including international off sites and regular contests.
• Transparent pricing tools and open-door policies for performance discussions and growth support.
• High-level support from the company’s CIO and CEO to close important client deals.