Wealth Relations Manager

Gateway; Abu Dhabi; On-site; AED 200,000 - 250,000; Full time

Job summary

A leading wealth advisory firm in Abu Dhabi seeks a Wealth Relationship Manager to drive growth in revenues and client base. The ideal candidate will have over 5 years of experience in wealth management and strong communication skills. Responsibilities include cultivating client relationships and collaborating with the marketing team to enhance awareness of investment solutions.

Qualifications

• 5+ years of relevant experience in wealth management or financial services.
• Strong verbal and written communication skills, with a foundation in PR and marketing.

Responsibilities

• Spearhead growth initiatives to increase revenue, AUM, and client base.
• Lead strategic efforts to cultivate and deepen relationships with investment managers.
• Conduct market and competitor analysis to inform sales strategy.
• Collaborate with marketing to enhance client awareness of investment solutions.
• Facilitate training for the wealth team on emerging needs.
• Engage in internal and external networking to generate leads.
• Represent the firm at networking and industry events.

Skills

Wealth management

Financial services

CRM platforms

MS Office proficiency

Communication skills

Education

Bachelor's degree in business or economics

Job description

An established Wealth Advisory firm is seeking a Wealth Relationship Manager to join their Business Development team. This role is instrumental in driving growth in revenues, assets under management (AUM), and client base within the wealth management segment, focusing on high-net-worth individuals (HNWI), family offices, and endowments across the Middle East and Eastern Europe.

Qualifications & Skills:

• A Bachelors degree in business, economics, or a related field is preferred.
• 5+ years of relevant experience in wealth management or financial services.
• Excellent proficiency in MS Office applications (Word, Excel, PowerPoint).
• Familiarity with CRM and wealth management platforms
• Strong verbal and written communication skills, with a foundation in PR and marketing.
• Demonstrated ability to effectively connect with HNWI and maintain substantial client relationships.

Tasks and Responsibilities:

• Spearhead growth initiatives to increase revenue, AUM, and client base within the targeted wealth management segment.
• Lead strategic efforts to cultivate and deepen relationships with investment managers, enhancing business growth and sustainability.
• Conduct market and competitor analysis to inform the sales strategy and develop a compelling wealth management proposition.
• Collaborate with the marketing team to enhance client awareness of investment solutions.
• Facilitate training for the wealth team on emerging needs of wealth managers, incorporating industry trends and market intelligence.
• Engage in effective internal and external networking to generate new leads and business development opportunities.
• Represent the firm at networking and industry events, actively pursuing new business development avenues.
• Manage and execute ad-hoc projects and business development-focused activities as required.