Wealth Relations Manager

Gateway; Abu Dhabi; On-site; AED 300,000 - 540,000; Full time

Job summary

Gateway, an established wealth advisory firm, seeks a Wealth Relationship Manager to join its Business Development team. The role focuses on growing revenues, AUM, and an expanding client base among HNWI, family offices, and endowments across the Middle East and Eastern Europe.

You will nurture high-value client relationships, collaborate with marketing to promote investment solutions, and lead initiatives to enhance the firm's wealth management proposition.

Qualifications

• Bachelor's degree in business, economics, or related field (preferred).
• 5+ years of relevant experience in wealth management or financial services.
• Proficient in MS Office applications (Word, Excel, PowerPoint).
• Familiarity with CRM and wealth management platforms.
• Strong verbal and written communication with a foundation in PR/marketing.

Responsibilities

• Drive revenue, AUM, and client base growth in targeted wealth segment.
• Cultivate relationships with investment managers to boost growth and sustainability.
• Perform market and competitor analysis to shape sales strategy and wealth proposition.
• Collaborate with marketing to raise awareness of investment solutions.
• Lead training for the wealth team on industry trends and needs.
• Generate new leads through effective internal and external networking.
• Represent the firm at industry events to pursue new business opportunities.
• Handle ad-hoc projects and business development activities as required.

Skills

Wealth management

CRM proficiency

Client relationship building

MS Office

Networking

Verbal & written communication

Education

Bachelor's degree

Tools

CRM platforms

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.