Sr. Relationship Manager

Talents Tide; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A wealth management firm is seeking an experienced individual to manage a portfolio of high-net-worth clients in the UAE. The ideal candidate will hold a CISI Level 3 certification and possess strong knowledge of UAE regulations. Responsibilities include offering financial advice, monitoring client portfolios, and ensuring compliance with local laws. Excellent relationship management and communication skills are essential. The role demands a self-motivated person who thrives on meeting client expectations and achieving targets.

Qualifications

• CISI Level 3 certification is required.
• Strong knowledge of UAE wealth management regulations.
• Proven experience managing high-net-worth portfolios.

Responsibilities

• Manage a portfolio of high-net-worth clients.
• Offer personalized financial advice and investment strategies.
• Monitor client portfolios and adjust strategies accordingly.

Skills

Relationship management

Communication skills

Negotiation skills

Financial advice

Self-motivated

Education

Completed CISI Level 3 certification

Job description

Job Summary

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

• Completed CISI Level 3 certification.
• 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.