Sales Relationship Manager

James Douglas Middle East; Dubai; On-site; AED 90,000 - 130,000; Full time

Job summary

A leading asset management firm in Dubai seeks an experienced Sales Relationship Manager to manage and grow a portfolio of high-net-worth clients. This role requires building client relationships and delivering tailored investment strategies while complying with DFSA regulations. Candidates should possess at least 7 years of experience in Private Banking or Wealth Management, with a strong knowledge of alternative investments. The role offers opportunities for significant personal and professional growth.

Qualifications

• Established HNW/UHNW client base with the ability to transfer relationships.
• 7+ years experience as Senior RM level within Private Banking, Wealth Management, or Asset Management.
• Strong knowledge of alternative investments including venture capital, hedge funds, private markets, crypto and digital assets.

Responsibilities

• Build, grow, and manage a portfolio of HNW/UHNW clients through personal network.
• Act as a trusted advisor and investment manager, providing holistic wealth solutions.
• Maintain full compliance with DFSA regulations and best market practices.

Skills

Communication skills

Presentation skills

Alternative investments knowledge

Job description

About the job Sales Relationship Manager

Our client is a leading multi-family office and asset management firm based in (DIFC, regulated by the DFSA under a Category 3 license. The firm delivers bespoke investment solutions to high-net-worth and ultra-high-net-worth clients across GCC, MENA, Europe, and China.

With a sophisticated digital investment platform, access to global markets and exclusive investment opportunities, and a highly international team, our client offers a dynamic and well-structured environment where expertise, collaboration, and entrepreneurial spirit are highly valued.

They are seeking an experienced Relationship Manager to join their team in DIFC and play a key role in expanding their private clients and asset management business. This position involves managing and growing a portfolio of high-value clients, delivering tailored investment strategies, and contributing to the firms continued commercial and investment development.

Duties & Responsibilities

• Build, grow, and manage a portfolio of HNW/UHNW clients through personal network and active business development.
• Act as a trusted advisor and investment manager, providing holistic wealth solutions aligned with clients goals and risk profiles.
• Bring an existing portable client portfolio with a proven track record of client relationships.
• Develop and execute a personal business strategy to expand AUM and revenue in line with firm targets.
• Maintain full compliance with DFSA regulations, internal governance, and best market practices.
• Contribute to the growth of the firm through collaboration, idea generation, and participation in commercial initiatives.
• Achieve individual performance KPIs, including:
• AUM growth
• Client acquisition

Requirements

• Established HNW/UHNW client base with the ability to transfer relationships.
• 7+ years experience as Senior RM level within Private Banking, Wealth Management, or Asset Management.
• Currently employed by a reputable Private Bank or Wealth Management firm.
• Clear and structured 3-year business plan
• Strong knowledge of:
• Strong communication and presentation skills.
• Interest in alternative investments including:
• Venture capital
• Hedge funds
• Private markets
• Crypto and digital assets
• Fluent in English; additional languages are a strong advantage.
• High ethical standards and professional integrity.