Senior Relationship/Wealth Manager

Michael Page; United Arab Emirates; On-site; AED 120,000 - 180,000; Full time

Job summary

A prestigious Swiss wealth management firm in Dubai seeks a Senior Wealth Manager to expand their UHNWI clientele across Europe and the Middle East. The role combines client acquisition and relationship management, offering significant autonomy and the opportunity to drive substantial AUM growth while adhering to regulatory standards.

Qualifications

• 7+ years wealth management experience focused on UHNWI clients.
• Proven track record in client acquisition and relationship growth.
• Strong understanding of complex financial strategies and market trends.

Responsibilities

• Identify and acquire new UHNWI clients to grow Assets Under Management.
• Cultivate relationships with existing clients for portfolio growth.
• Ensure compliance with regulatory requirements.

Skills

Client Acquisition

Relationship Management

Strategic Thinking

Interpersonal Skills

Education

CFA

CISI

CFP

Job description

This Senior Wealth Manager role focuses on significantly expanding Assets Under Management (AUM) by acquiring and nurturing Ultra-High Net Worth Individual (UHNWI) clients across Europe and the Middle East. It demands a proven blend of "hunting" for new clients and "farming" existing relationships, providing tailored financial solutions while ensuring full regulatory compliance. Client Details This firm is a Swiss wealth management company based in Dubai, offering bespoke services to private, external asset managers, and institutional clients. They provide a range of offerings including investment advisory, direct access trading, alternative investments, and comprehensive reporting, combining Swiss precision with regional market opportunities. 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. Job 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.

* 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.