Senior Wealth Relationship Manager — HNW/UHNW

S&K HR Consulting; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading financial services firm in Dubai is seeking an experienced Relationship Manager for Wealth Management. The ideal candidate will manage a portfolio of High and Ultra High Net Worth clients, providing tailored investment advice and ensuring client satisfaction. Responsibilities include monitoring portfolios, developing new business, and ensuring compliance with regulatory standards. Candidates should possess a Bachelor's degree in Finance or Economics and have at least 10 years of experience in private banking or investment advisory.

Qualifications

• Minimum 10 years experience in private banking, wealth management, or investment advisory.
• Proven track record of managing HNW/UHNW client portfolios.
• Excellent command of English; additional language skills an advantage.

Responsibilities

• Serve as the primary contact for client enquiries and transactions.
• Provide investment advice aligned with the firm's strategy.
• Monitor client portfolios and investment performance.
• Develop and implement marketing and client acquisition strategies.

Skills

Relationship management

Investment products knowledge

Client servicing skills

Financial planning

DFSA compliance knowledge

Business development

Education

Bachelor's degree in Finance, Economics, or related field

Masters or CFA/CFP preferred

Job description

A leading financial services firm in Dubai is seeking an experienced Relationship Manager for Wealth Management. The ideal candidate will manage a portfolio of High and Ultra High Net Worth clients, providing tailored investment advice and ensuring client satisfaction. Responsibilities include monitoring portfolios, developing new business, and ensuring compliance with regulatory standards. Candidates should possess a Bachelor's degree in Finance or Economics and have at least 10 years of experience in private banking or investment advisory.