Sr. Relationship Manager

Talents Tide; Dubai; On-site; AED 350,000 - 750,000; Full time

Job summary

Talents Tide in Dubai seeks an experienced wealth management professional to manage a portfolio of high-net-worth clients in the UAE. You will deliver tailored financial advice, build lasting client relationships, and help clients navigate markets and investment opportunities within UAE regulations.

The role requires deep knowledge of wealth management, strong communication and negotiation skills, and a proactive approach to meet growth targets while maintaining compliance with CISI Level 3

Qualifications

• Must have strong knowledge of UAE wealth management regulations.
• Experience managing wealth portfolios in the UAE.
• Excellent relationship, communication and negotiation skills.
• Self-motivated with a target-driven mindset.

Responsibilities

• Manage a portfolio of high-net-worth clients, building and maintaining strong client relationships.
• Offer personalized financial advice, wealth management solutions and investment strategies tailored to client needs.
• Keep abreast of market trends and new investment opportunities to offer informed recommendations.
• Ensure compliance with UAE rules and regulations in all client dealings and portfolio management.
• Achieve sales and revenue targets by expanding client portfolios and acquiring new clients.
• Collaborate with internal teams to provide comprehensive services to clients.
• Monitor client portfolios regularly and adjust strategies based on performance and client needs.
• Maintain up-to-date knowledge of CISI Level 3 standards and regulations.

Skills

Wealth management

Relationship management

Communication

Negotiation

Market analysis

Self-motivation

Education

CISI Level 3

Job description

We are seeking an experienced and dynamic individual to manage a portfolio of high-net-worth clients in the UAE, providing tailored wealth management solutions. The ideal candidate will have a strong understanding of financial markets, investment products, and UAE regulations, ensuring a high level of service and client satisfaction.

Key Responsibilities

• Manage a portfolio of high-net-worth clients, building and maintaining strong client relationships.
• Offer personalized financial advice, wealth management solutions, and investment strategies tailored to client needs.
• Keep abreast of market trends and new investment opportunities to offer informed recommendations.
• Ensure compliance with UAE rules and regulations in all client dealings and portfolio management.
• Achieve sales and revenue targets by expanding client portfolios and acquiring new clients.
• Collaborate with internal teams, including product specialists, to provide comprehensive services to clients.
• Monitor client portfolios regularly and adjust strategies based on financial performance and changing client needs.
• Maintain up-to-date knowledge of CISI Level 3 standards and regulations.

Qualifications & Skills

• Strong knowledge of UAE Rules & Regulations in wealth management.
• Proven experience in managing wealth portfolios, preferably in the UAE.
• Excellent relationship management, communication, and negotiation skills.
• Ability to assess client needs and provide strategic financial advice.
• Self-motivated with a strong drive to meet and exceed targets.