Sr Relationship Manager

Barjeel Geojit Financial Services; Dubai; On-site; AED 360,000 - 600,000; Full time

Benefits offered by this job

Competitive compensation

Professional growth opportunities

Job summary

Barjeel Geojit Financial Services in Dubai seeks a seasoned Relationship Manager to acquire and deepen HNI/NRI client relationships and drive AUM growth across promoted funds.

You will promote approved products, ensure UAE SCA compliance, and collaborate with research, product, operations and compliance teams to deliver exceptional client service and growth.

Qualifications

• Educational background: Bachelor's degree in Finance, Economics, Business Administration or similar.
• Experience: 8–15 years in wealth management/private client advisory or investment/portfolio management.
• Proven track record of managing HNI or NRI client relationships.
• Excellent analytical, quantitative and financial modelling skills.
• Exceptional communication, presentation and relationship-building abilities.
• Familiarity with UAE financial regulations and NRI investment rules.
• High ethical standards, confidentiality and client-first orientation.

Responsibilities

• Build and manage a portfolio of HNI and NRI clients.
• Conduct client risk assessments and align investments with objectives.
• Develop and execute investment product promotion strategies.
• Monitor global markets and regulatory developments relevant to UAE clients.
• Collaborate with research, product, operations, and compliance teams.
• Ensure adherence to regulatory and internal governance standards.

Skills

Analytical skills

Financial modelling

Communication skills

Relationship-building

Entrepreneurial mindset

Regulatory knowledge (UAE/NRI)

Education

Bachelor's degree in Finance/Economics/Business

MBA/CFA/CFP (preferred)

Job description

Role Overview

The Relationship Manager will be responsible for acquiring developing and maintaining relationships with HNI/NRI clients as well as driving growth in Assets Under Management (AUM) for the investment funds promoted by the firm.. This role requires a seasoned professional with a strong track record across various investment products. The successful candidate will lead client relationship management effectively promote approved funds and ensure full compliance with UAE Securities and Commodities Authority (SCA) regulations as well as the firms internal policies.

Key Responsibilities

• Build and manage a portfolio of HNI and NRI clients including proactively sourcing new clients and deepening engagement with existing clients.
• Conduct comprehensive client assessments to understand risk profile and investment objectives ensuring investment allocations are consistent with the firms approved products and regulatory guidelines.
• Develop and execute investment product promotional strategies.
• Stay abreast of global markets investment product launches regulatory developments (especially as relevant to UAE & cross-border/NRI clients) and investment themes.
• Work closely with internal teams (investment research product specialists operations compliance) to deliver seamless client service and product implementation.
• Ensure compliance with relevant regulatory legal and internal governance standards (UAE FATCA for NRIs etc.)
• Maintain and grow a strong client network within the HNI/NRI community.

Qualifications & Experience

• Educational background: Bachelors degree in Finance Economics Business Administration or similar; advanced qualification (MBA CFA CFP) preferred.
• Experience: Minimum 8 years ideally up to 15 years of wealth management private client advisory or investment/portfolio management experience with various investment products. Proven track record of managing HNI or NRI client relationships
• Excellent analytical quantitative and financial modelling skills; capable of interpreting market trends and product strategies.
• Exceptional communication presentation and relationship-building skills; must be able to explain investment products clearly to sophisticated clients.
• Self-motivated entrepreneurial mindset with ability to generate new business while managing and servicing existing clients.
• Familiarity with UAE financial regulations NRI investment rules and compliance frameworks.
• Strong ethical standards confidentiality integrity and client-first orientation.

What We Offer

• Opportunity to manage a meaningful and sophisticated HNI/NRI portfolio within a high-growth investment and fund management firm.
• Competitive compensation package (base performance incentives) and benefits tailored for top talent.
• Professional growth and networking opportunities within the UAE wealth management market.

LEVEL OF EXPERTISE

• Wealth Management - 8 years
• Client Relationship Management - 8 years