Relationship Manager – Wealth Management

Caliberly® - Recruitment Agency; Dubai; On-site; AED 134,000 - 201,000; Full time

Job summary

Caliberly® is assisting a Dubai-based client in recruiting an experienced Relationship Manager - Wealth Management to develop and manage relationships with High-Net-Worth and Ultra-High-Net-Worth clients. The role centers on client acquisition, portfolio growth, and delivering tailored wealth solutions to affluent individuals, family offices, and investors.

The candidate will leverage a strong network, manage AUM, and work with investment teams to optimize performance while ensuring regulatory

Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field.
• 4-8 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Services.
• Proven experience managing and acquiring HNW/UHNW clients.
• Strong existing client network and business development capability.
• Experience in managing AUM / investment portfolios and generating revenue.
• Strong understanding of investment products such as equities, bonds, funds, structured products, or alternative investments.
• Excellent communication, negotiation, and relationship-management skills.
• UAE/GCC wealth management experience would be an advantage.

Responsibilities

• Acquire and onboard new HNW/UHNW clients and grow the existing client portfolio.
• Build and maintain strong, long-term relationships with clients and investors.
• Understand clients' financial goals, risk profiles, and investment requirements.
• Provide appropriate wealth management and investment solutions based on client needs.
• Drive AUM growth, revenue generation, and client retention.
• Identify cross-selling and up-selling opportunities across investment and financial products.
• Develop new business through personal networks, referrals, events, and market outreach.
• Coordinate with investment, advisory, and operations teams to ensure smooth client servicing.
• Monitor market and investment trends and keep clients informed of relevant opportunities.
• Maintain accurate CRM records and ensure compliance with applicable regulatory and internal requirements.

Skills

Communication

Negotiation

Relationship management

Education

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

Job description

Relationship Manager - Wealth Management

Location: Dubai, UAE

Salary: AED 12,000-18,000 per month

Experience: 4-8 years

About the Role

We are looking for an experienced Relationship Manager - Wealth Management to develop and manage relationships with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. The role will focus on client acquisition, portfolio growth, investment solutions, and building long-term relationships with affluent individuals, family offices, and investors.

Key Responsibilities

• Acquire and onboard new HNW/UHNW clients and grow the existing client portfolio.
• Build and maintain strong, long-term relationships with clients and investors.
• Understand clients' financial goals, risk profiles, and investment requirements.
• Provide appropriate wealth management and investment solutions based on client needs.
• Drive AUM growth, revenue generation, and client retention.
• Identify cross-selling and up-selling opportunities across investment and financial products.
• Develop new business through personal networks, referrals, events, and market outreach.
• Coordinate with investment, advisory, and operations teams to ensure smooth client servicing.
• Monitor market and investment trends and keep clients informed of relevant opportunities.
• Maintain accurate CRM records and ensure compliance with applicable regulatory and internal requirements.

Requirements

• Bachelor's degree in Finance, Business, Economics, or a related field.
• 4-8 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Services.
• Proven experience managing and acquiring HNW/UHNW clients.
• Strong existing client network and business development capability.
• Experience in managing AUM / investment portfolios and generating revenue.
• Strong understanding of investment products such as equities, bonds, funds, structured products, or alternative investments.
• Excellent communication, negotiation, and relationship-management skills.
• UAE/GCC wealth management experience would be an advantage.