Wealth Relationship Manager

Inspire Selection; Abu Dhabi; On-site; AED 120,000 - 200,000; Full time

Job summary

A recruitment agency in the Middle East is seeking an experienced Wealth Management Relationship Manager for a banking client in Abu Dhabi. The successful candidate will manage a portfolio of high-net-worth clients, providing tailored financial advice and wealth management solutions. Candidates should have a solid client portfolio in the UAE and experience in private banking. Excellent communication skills and a finance degree are required.

Qualifications

• Degree educated in Finance or similar qualification.
• An established client portfolio of HNW and UHNW clients in the UAE is essential.
• Proven experience as a Relationship Manager within a bank or similar financial institution.

Responsibilities

• Manage and grow a portfolio of HNW and UHNW clients.
• Cultivate long-term relationships through excellent service.
• Offer tailored wealth management solutions.

Skills

Client relationship management

Investment products knowledge

Communication skills

Financial planning

Education

Degree in Finance or related field

Industry certifications (CISI)

Job description

Overview

The Role Our banking client is looking for an experienced Wealth Management Relationship Manager to join their team in Abu Dhabi. In this role, you will be responsible for nurturing and expanding relationships with key UHNW clients, providing personalized financial advice, and delivering comprehensive solutions.

Responsibilities

• Manage and grow a portfolio of HNW and UHNW clients.
• Cultivate long-term relationships through excellent service and proactive engagement.
• Understand client goals and offer tailored wealth management solutions, including investment products, wealth management services, and financial planning.
• Collaborate with our team of specialists to ensure a seamless and holistic client experience.
• Stay current with market trends and financial products to provide informed advice.

Requirements

• Degree educated in Finance or similar qualification.
• Industry certifications such as CISI are an advantage
• An established client portfolio of HNW and UHNW clients in the UAE is essential.
• Proven experience as a Relationship Manager within a bank or similar financial institution.
• Strong knowledge of investment products, wealth management strategies, and private banking services.
• Excellent communication and interpersonal skills.
• A client-focused mindset with a commitment to building lasting relationships.

About the company

Inspire Selection is an award winning recruitment agency, headquartered in Dubai which recruits across the Middle East region. We employ highly knowledgeable, professional consultants who are experts in connecting the right people with the right opportunities. Our reputation has been built upon our honesty, integrity and our ability to source candidates of the highest calibre right across our specialist sectors. As a result, we are recruitment partners to a wide spectrum of organisations - from leading blue chip companies to smaller, local businesses. Sectors we cover include HR, Administration, Finance & Accounting, Legal, Sales & Marketing including Digital Marketing, IT, Oil / Gas / Energy, Engineering, Procurement, Manufacturing, Higher Education.