Senior Relationship Manager

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

Job summary

A wealth management firm in Dubai is seeking an experienced individual to manage high-net-worth client portfolios and provide personalized wealth management solutions. The ideal candidate will have in-depth knowledge of UAE regulations, strong relationship management skills, and a proven track record in wealth management. Responsibilities include offering strategic financial advice and ensuring compliance with local rules while achieving sales and revenue targets. This role demands a self-motivated professional driven to exceed client expectations.

Qualifications

• 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.

Responsibilities

• Manage a portfolio of high-net-worth clients, building and maintaining strong client relationships.
• Offer personalized financial advice and investment strategies tailored to client needs.
• Ensure compliance with UAE regulations in all client dealings.

Skills

Wealth management knowledge

Client relationship management

Communication skills

Negotiation skills

Market analysis

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.