Relationship Manager Wealth Management

Cooper Fitch

United Arab Emirates

On-site

AED 300,000 - 520,000

Full time

3 days ago
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Job summary

Cooper Fitch partners with an established international financial institution to recruit an experienced Relationship Manager to support the growth of private banking and wealth management in the United Arab Emirates.

The ideal candidate will bring an entrepreneurial mindset, an extensive network within independent wealth management, and a proven ability to originate new business opportunities, expanding client relationships and assets under custody.

Qualifications

  • Experience in private banking, wealth management or financial intermediaries coverage.
  • Established relationships with independent wealth managers and investment advisory firms.
  • Proven track record in business development, relationship management and asset gathering.
  • Strong understanding of investment products, custody and private banking services.
  • Entrepreneurial, commercially minded and highly relationship-driven.
  • Excellent communication and interpersonal skills.

Responsibilities

  • Develop and maintain relationships with independent wealth management firms, financial intermediaries and investment advisory businesses.
  • Identify and originate new business opportunities, growing client relationships and assets under custody.
  • Build and manage a strong pipeline of prospective institutional and intermediary relationships.
  • Work closely with internal investment and banking teams to deliver tailored wealth management solutions.
  • Promote a comprehensive range of investment, custody and banking services.
  • Contribute to revenue growth and the continued expansion of the business.

Skills

Relationship management
Business development
Networking
Communication

Tools

CRM software
Wealth management platforms

Job description

We are partnering with an established international financial institution seeking an experienced Relationship Manager to support the growth of its private banking and wealth management business.

This opportunity is suited to a commercially driven professional with an entrepreneurial mindset, an established network within the independent wealth management industry and a proven ability to originate new business.

Key Responsibilities
  • Develop and maintain relationships with independent wealth management firms, financial intermediaries and investment advisory businesses.
  • Identify and originate new business opportunities, growing client relationships and assets under custody.
  • Build and manage a strong pipeline of prospective institutional and intermediary relationships.
  • Work closely with internal investment and banking teams to deliver tailored wealth management solutions.
  • Promote a comprehensive range of investment, custody and banking services.
  • Contribute to revenue growth and the continued expansion of the business.
Candidate Requirements
  • Experience in private banking, wealth management or financial intermediaries coverage.
  • Established relationships with independent wealth managers and investment advisory firms.
  • Proven track record in business development, relationship management and asset gathering.
  • Strong understanding of investment products, custody and private banking services.
  • Entrepreneurial, commercially minded and highly relationship-driven.
  • Excellent communication and interpersonal skills.
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