Relationship Manager (Wealth Management)

S&K HR Consulting; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading financial services firm in Dubai is seeking an experienced Relationship Manager for Wealth Management. The ideal candidate will manage a portfolio of High and Ultra High Net Worth clients, providing tailored investment advice and ensuring client satisfaction. Responsibilities include monitoring portfolios, developing new business, and ensuring compliance with regulatory standards. Candidates should possess a Bachelor's degree in Finance or Economics and have at least 10 years of experience in private banking or investment advisory.

Qualifications

• Minimum 10 years experience in private banking, wealth management, or investment advisory.
• Proven track record of managing HNW/UHNW client portfolios.
• Excellent command of English; additional language skills an advantage.

Responsibilities

• Serve as the primary contact for client enquiries and transactions.
• Provide investment advice aligned with the firm's strategy.
• Monitor client portfolios and investment performance.
• Develop and implement marketing and client acquisition strategies.

Skills

Relationship management

Investment products knowledge

Client servicing skills

Financial planning

DFSA compliance knowledge

Business development

Education

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

Masters or CFA/CFP preferred

Job description

Relationship Manager (Wealth Management)

About the job Relationship Manager (Wealth Management)

Job brief

A leading financial services firm in the DIFC is seeking an experienced Relationship Manager to manage a portfolio of High Net Worth (HNW) and Ultra High Net Worth (UHNW) private clients. The ideal candidate will deliver tailored wealth management solutions, maintain long-term relationships, and ensure a high level of client satisfaction.

The role also involves conducting market and fund research, supporting the firms investment activities, and acting as a trusted ambassador for the business.

Responsibilities

Client Management

• Serve as the primary contact for client enquiries and transactions.
• Provide investment advice aligned with the firms strategy and asset allocation framework.
• Monitor client portfolios, collateral, and investment performance.
• Maintain strong client relationships through consistent engagement.
• Develop new business and expand existing client portfolios.
• Communicate client feedback to internal teams to improve services.
• Adhere to company policies and DFSA regulatory standards.

Business Management

• Develop and implement marketing and client acquisition strategies.
• Support new product and process initiatives.
• Participate in ad-hoc projects as assigned by management.
• Ensure accurate documentation, reporting, and compliance with all regulatory requirements.

Regulatory Responsibilities

• Demonstrate integrity, diligence, fairness, and professionalism in all dealings.
• Manage conflicts of interest and ensure compliance with DFSA laws and regulations.
• Maintain open and transparent communication with regulatory bodies.
• Ensure all business operations are properly controlled and compliant.

Skills & Knowledge

• Strong relationship management and client servicing skills.
• Excellent understanding of investment products, wealth strategies, and financial planning.
• Confident communicator with the ability to explain complex concepts clearly.
• Sound knowledge of DFSA compliance and private banking best practices.
• Proven ability to grow assets under management (AUM) and develop new client networks.
• Strategic mindset with a good grasp of global and regional wealth management trends.

Qualifications & Experience

• Bachelors degree in Finance, Economics, or related field (Masters or CFA/CFP preferred).
• Minimum 10 years experience in private banking, wealth management, or investment advisory.
• Proven track record of managing HNW/UHNW client portfolios.
• Demonstrated business development success within financial services.
• Excellent command of English; additional language skills an advantage.