Wealth Management – Relationship Manager

PhillipCapital group; Dubai; On-site; AED 150,000 - 200,000; Full time

Job summary

A financial services firm is seeking a dynamic Relationship Manager to target and manage high-net-worth clients across the GCC and Africa. The ideal candidate will have a strong sales background, ideally 2-3 years in banking or financial services, combined with excellent communication skills. Proficiency in English is essential, and knowledge of GCC financial markets will be advantageous. The firm offers a competitive salary and a challenging work environment in Dubai.

Qualifications

• 2-3 years of experience in Banking or financial services focusing on client acquisition.
• Proven sales success in a competitive financial market.
• Strong network in GCC region is advantageous.

Responsibilities

• Acquire and manage high-net-worth clients in GCC and Africa.
• Develop strong client relationships and provide exceptional service.
• Achieve monthly revenue and product-wise targets.

Skills

Communication skills

Negotiation skills

Presentation skills

Client acquisition

Financial analysis

Market knowledge

Education

Bachelor/master’s degree in business, Finance, Marketing

Job description

Job Summary

We are looking for a dynamic and results-oriented Relationship Manager to join our team in Dubai. This is a pure sales role, focused on acquiring, developing, and managing high-net-worth individual (HNWI), institutional, and corporate clients in Dubai, GCC and Africa region. The successful candidate will leverage their extensive market knowledge and strong network to drive revenue growth across a diverse range of financial products

Responsibilities

Business Development

• Actively acquire new clients within UAE (especially Abu Dhabi ) and across the GCC, focusing on those interested in a broad range of multi-asset products.
• Leverage your existing client network and industry connections to generate new business leads.
• Develop and maintain strong relationships with key clients, providing exceptional service and support.
• Proactively identify and capitalize on opportunities to cross-sell relevant products and services offered by the firm to existing clients.
• Achievement of product-wise targets.
• Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.
• Conduct risk profiling of all mapped clients for better advisory on investment needs.

Sales & Trading

• Responsible for acquiring preferred clients (HNI / Ultra HNI).
  • Maintaining client relationships and generate AUM from preferred clients.
  • Structuring for HNI / Ultra HNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients
  • Track the HNI / Ultra HNI segment in the market for new client acquisition.
  • To research, investigate and update themselves on available investment opportunities / financial mark trend to determine whether they fit into clients’ portfolios.
  • Use financial acumen and investment expertise to review a client’s personal data, align client’s need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long-term investment goals.
  • Achievement of product-wise targets.
  • Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.
  • Conduct risk profiling of all mapped clients for better advisory on investment needs.

Onboarding & Compliance

• Manage the client onboarding process, ensuring compliance with all regulatory requirements.
• Educate clients on trading procedures, risk management, and relevant regulations.
• Adhere strictly to all regulatory requirements and internal compliance policies.

Revenue Generation

• Achieve monthly revenue targets by driving sales and maximizing client engagement.
• Identify and pursue upselling and cross-selling opportunities within your client portfolio.

Qualifications

Education & Experience:

• Bachelor/master’s degree in business, Finance, Marketing, or a related field (MBA preferred).
• 2-3 years of demonstrable pure sales experience in Banking, financial services, wealth management with a strong focus on client acquisition.
• Proven track record of exceeding sales targets in a competitive financial market.
• Extensive experience and deep understanding of GCC Equities, US Equities, Structured Notes, Insurance SIP and Global Bonds Fixed Income.
• A strong existing client base in the GCC region is highly advantageous, and a transferable client portfolio is a plus.

Skills & Competencies:

• Excellent communication, negotiation, and presentation skills.
• Ability to work independently and as part of a dynamic team.
• Fluency in English is essential; Arabic speaking is preferable.
• Relevant financial licenses and certifications (e.g., UAE Financial Regulations, CFA) are a plus.

Industry:

Financial Services