Senior HNW Wealth Relationship Manager

Emirates Investment Bank pjsc; Dubai; On-site; AED 350,000 - 900,000; Full time

Job summary

Emirates Investment Bank pjsc in Dubai seeks a Wealth Management professional to source and acquire high-net-worth clients, transfer portfolios, and generate fee income and assets under management. You will work with team leaders, Head of Business Development and Investment Advisors to ensure product suitability and compliant service.

Responsibilities include client acquisition, maintaining contact, profiling risk, increasing AUM, providing regular reports, and upholding ethical standards.

Qualifications

• 10-15 years of banking experience with at least 5-10 years in Wealth Management/ Private Banking/ Asset Management.
• Strong English language skills; additional language is a plus.

Responsibilities

• Source new qualified clients for Wealth Management based on the business plan.
• Generate net fee income through investment products and grow AUM.
• Maintain regular client contact with face-to-face meetings and call reports.
• Profile client risk/return aspirations and ensure suitability with Investment Advisors.
• Increase assets under management with existing clients and develop relationships.
• Provide monthly portfolio performance updates and forecasts to the Team Leader.
• Plan accounts with Team Leader and Head of Distribution to tailor financial solutions.
• Ensure consistent service delivery at all client touchpoints.
• Provide feedback on market developments to Product and Business teams.
• Attend product trainings and stay updated on financial markets.

Skills

English proficiency

Additional language

Job description

Emirates Investment Bank pjsc in Dubai seeks a Wealth Management professional to source and acquire high-net-worth clients, transfer portfolios, and generate fee income and assets under management. You will work with team leaders, Head of Business Development and Investment Advisors to ensure product suitability and compliant service.

Responsibilities include client acquisition, maintaining contact, profiling risk, increasing AUM, providing regular reports, and upholding ethical standards.