Senior Relationship/Wealth Manager

Client of Michael Page; Dubai; On-site; USD 120,000 - 180,000; Full time

Job summary

Join a prestigious Swiss wealth management firm in Dubai, focusing on acquiring and managing Ultra-High Net Worth Individual clients. The role emphasizes designing bespoke financial solutions and expanding client relationships while adhering to compliance standards. Ideal candidates will have extensive experience in wealth management and strong qualifications. Exceptional interpersonal skills are also crucial for success in this competitive environment.

Benefits

Significant Impact in AUM expansion

Autonomy in shaping client relationships and strategies

Access to prestigious Swiss wealth management expertise

Qualifications

• 7+ years of progressive wealth management experience with UHNWI clients.
• Proven record in acquiring and growing client relationships.
• Strong understanding of complex financial strategies and global economic trends.

Responsibilities

• Acquire new UHNWI clients across Europe and the Middle East.
• Manage relationships with existing UHNWI clients for portfolio growth.
• Design tailored investment strategies for UHNWI clients.

Skills

Wealth Management

Client Acquisition

Portfolio Management

Interpersonal Skills

Strategic Thinking

Education

CFA

CISI

CFP

Job description

• UHNWI Client Acquisition ("Hunting"): Proactively identify, target, and acquire new Ultra-High Net Worth Individual clients across Europe and the Middle East to significantly grow Assets Under Management (AUM).
• Relationship Management & Portfolio Growth ("Farming"): Cultivate and expand relationships with existing UHNWI clients, providing comprehensive wealth management solutions and ensuring portfolio growth.
• Tailored Financial Solutions: Design and implement bespoke investment strategies that align with the unique financial goals, risk profiles, and liquidity requirements of UHNWI clients.
• Compliance & Risk Management: Ensure strict adherence to all internal policies, compliance frameworks, and relevant regulatory requirements in the jurisdictions of operation.
• Cross-Functional Collaboration: Collaborate effectively with internal teams and product specialists to deliver seamless client service and leverage the firm's full suite of offerings.

The Successful Applicant

• Possesses 7+ years of progressive wealth management experience, specifically with a proven track record in managing and growing UHNWI client relationships.
• Demonstrates exceptional ability in both "hunting" (acquiring new UHNWI clients) and "farming" (deepening existing client relationships) to expand AUM.
• Holds relevant financial qualifications (e.g., CFA, CISI, CFP, or equivalent) and a strong understanding of complex financial strategies for UHNWIs.
• Is highly knowledgeable about global economic trends, market developments, and relevant regulatory requirements across European and Middle Eastern jurisdictions.
• Exhibits outstanding interpersonal skills, strategic thinking, and the ability to build long-term trust-based relationships within a dynamic and competitive international environment.

What's on Offer

• Job Description

• UHNWI Client Acquisition ("Hunting"): Proactively identify, target, and acquire new Ultra-High Net Worth Individual clients across Europe and the Middle East to significantly grow Assets Under Management (AUM).
• Relationship Management & Portfolio Growth ("Farming"): Cultivate and expand relationships with existing UHNWI clients, providing comprehensive wealth management solutions and ensuring portfolio growth.
• Tailored Financial Solutions: Design and implement bespoke investment strategies that align with the unique financial goals, risk profiles, and liquidity requirements of UHNWI clients.
• Compliance & Risk Management: Ensure strict adherence to all internal policies, compliance frameworks, and relevant regulatory requirements in the jurisdictions of operation.
• Cross-Functional Collaboration: Collaborate effectively with internal teams and product specialists to deliver seamless client service and leverage the firm's full suite of offerings.

The Successful Applicant

• Possesses 7+ years of progressive wealth management experience, specifically with a proven track record in managing and growing UHNWI client relationships.
• Demonstrates exceptional ability in both "hunting" (acquiring new UHNWI clients) and "farming" (deepening existing client relationships) to expand AUM.
• Holds relevant financial qualifications (e.g., CFA, CISI, CFP, or equivalent) and a strong understanding of complex financial strategies for UHNWIs.
• Is highly knowledgeable about global economic trends, market developments, and relevant regulatory requirements across European and Middle Eastern jurisdictions.
• Exhibits outstanding interpersonal skills, strategic thinking, and the ability to build long-term trust-based relationships within a dynamic and competitive international environment.

What's on Offer

• Significant Impact and Autonomy: This role offers a unique opportunity to directly drive AUM expansion by leveraging a blend of hunting and farming skills within a dynamic, international UHNWI client base. You'll have substantial autonomy in shaping client relationships and investment strategies.
• Prestigious Swiss-Dubai Platform: You'll be part of a Swiss wealth management firm based in Dubai, providing access to a strategic location and combining the precision and reputation of Swiss financial expertise with the growth opportunities of the Middle East market.

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