Senior Relationship Manager

Freedom Finance MENAT

Abu Dhabi

On-site

AED 400,000 - 1,000,000

Full time

4 days ago
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Benefits offered by this job

Executive exposure

Job summary

Freedom Broker Global Markets in the UAE seeks an experienced Wealth Management senior professional to lead HNWI client acquisition and portfolio growth.

You will act as the primary relationship manager for an HNWI portfolio, cross-sell the brokerage product suite, and drive AUM growth while meeting KPIs. Strong regulatory knowledge (ADGM/DFSA) and superior English communication are essential.

Qualifications

  • 10+ years of proven sales experience in regulated brokerage, private bank, or wealth management.
  • Proven track record of acquiring and managing HNWI clients.
  • Strong knowledge of ADGM/DFSA/FCA/SEC regulatory frameworks; ADGM 3A license experience is a plus.
  • Excellent communication and negotiation skills in English; Arabic a plus.

Responsibilities

  • Identify, prospect, and acquire Qualified Investor Clients per ADGM FSRA rules; target HNWIs.
  • Act as primary relationship manager for an HNWI client portfolio; understand goals and deliver tailored guidance.
  • Cross-sell the firm's brokerage products to drive AUM and trading volume; meet KPI targets.
  • Track pipeline, client activity, and KPIs in CRM; report insights to leadership.

Skills

HNWI client acquisition
Relationship management
English communication
Arabic language
Regulatory knowledge

Education

CFA
CISI

Tools

CRM systems
Bloomberg

Job description

About the Company

Freedom Broker Global Markets is a subsidiary of Freedom Holding Corp. (FRHC), a NASDAQ-listed diversified financial services group.

The company operates under a financial services permission granted by the Financial Services Regulatory Authority (FSRA) of Abu Dhabi Global Market (ADGM), specializing in brokerage and investment services.

Position Summary

We are building an elite Wealth Management team with deep expertise in Capital Markets in our FSRA-licensed UAE company, specializing in brokerage and investment services, designed to engage and serve UHNW clients. This isn't standard roles - it's a chance to be a founding member of a strategic initiative backed by a global powerhouse.

Responsibilities
  • Proactively identify, prospect, and acquire Qualified Investor Clients (per ADGM FSRA rules), targeting High-Net-Worth Individuals (HNWIs), via a structured business development plan, professional networks, and referrals.
  • Act as the primary relationship manager for an HNWI client portfolio: deeply understand their financial goals, deliver tailored guidance, collaborate with internal teams for market insights, and provide exceptional service to expand assets under management (AUM).
  • Fuel revenue growth by cross-selling the firm's full brokerage product suite, while hitting targets for new accounts, client AUM, and trading volume.
  • Track sales pipeline, client activity, and KPIs in the CRM system with precise, timely reporting; share market insights with senior leadership.
Qualifications & Experience:
  • 10+ years of proven sales experience within a regulated brokerage, private bank, or wealth management firm across international Capital Markets.
  • Demonstrable track record of successfully acquiring and managing HNWI clients.
  • In-depth knowledge of ADGM or equivalent financial regulatory framework (e.g., DFSA, FCA, SEC). Prior experience with an ADGM 3A license holder is a significant advantage.
  • Strong understanding of global financial markets and investment products.
  • Excellent communication, presentation, and negotiation skills in English; Arabic is a strong advantage.
  • Relevant financial qualifications (e.g., CFA, CISI) are preferred.
  • Existing book of contacts within the HNWI community in the GCC region is highly desirable.
Why Join the Freedom Finance
  • Be part of a growing, international financial services group.
  • Dynamic work culture with strong executive exposure.
  • Opportunities to join an expanding team across a developing regional network.
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