Senior HNW Wealth & Relationship Manager

Arab Bank; Abu Dhabi; Sur place; AED 350 000 - 700 000; Plein temps

Résumé du poste

Arab Bank is seeking a seasoned Relationship Manager to serve high-net-worth clients in Abu Dhabi. You will identify new opportunities, expand existing relationships, and deliver tailored financial plans and investment advisory services.

You will mentor junior team members, maintain active portfolio reviews, and ensure excellent client service through proactive communications and regular meetings, in line with regional strategies.

Qualifications

• Bachelor's degree from a recognized university.
• CF21 Investment Advisor certification or CFA is a plus.
• 2-4 years in relationship management and sales of financial products.

Responsabilités

• Provide financial services solutions to HNW clients.
• Identify and acquire new HNW clients.
• Broaden existing client relationships and cross-sell offerings.
• Develop customized financial plans based on client risk profiles.
• Monitor client portfolios with quarterly reviews and annual rebalancing.
• Deliver investment and portfolio advisory services.
• Mentor Assistant Relationship Managers and maintain client ownership.

Connaissances

Relationship management

Sales

Networking

Communication

Formation

Bachelor's degree

Description du poste

Arab Bank is seeking a seasoned Relationship Manager to serve high-net-worth clients in Abu Dhabi. You will identify new opportunities, expand existing relationships, and deliver tailored financial plans and investment advisory services.

You will mentor junior team members, maintain active portfolio reviews, and ensure excellent client service through proactive communications and regular meetings, in line with regional strategies.