Wealth Relationship Manager for HNW Clients

United Arab Bank; Sharjah; On-site; AED 180,000 - 280,000; Full time

Job summary

United Arab Bank is seeking a Wealth Management professional to manage portfolios of High Net Worth clients in the UAE. You will provide personalized service, identify financial needs, and promote a range of investment and banking products to grow client relationships and revenues.

The role focuses on sourcing new business through referrals and marketing activities, maintaining frequent client contact, and ensuring timely service delivery aligned with risk profiles.

Qualifications

• University Graduate in Marketing, Banking, Finance or similar field.
• CISI level 3 and ESCA Rules and Regulations Certification is a must.
• Minimum 3 to 5 years' experience in Wealth Management position in the banking sector or financial services and managing a book of HNW clients.

Responsibilities

• Optimize the potential value of the client base through the delivery of Wealth Management products and services.
• Communicate with HNW clients and identify their financial needs and recommending products.
• Achieve revenue goals, sales and portfolio growth targets across a range of products and services.
• Proactively broaden & deepen relationships with BANK customers through effective customer contact (calls and meetings).
• Maximize profitability from HNW client base whilst countering competition from other providers offering Wealth Management products.
• Acquire new to bank HNW customers and their portfolios while maintaining superior customer service experience.

Skills

Relationship management

Sales targets

Financial advisory

Cross-selling

Education

University graduate in Marketing, Banking or Finance

Job description

United Arab Bank is seeking a Wealth Management professional to manage portfolios of High Net Worth clients in the UAE. You will provide personalized service, identify financial needs, and promote a range of investment and banking products to grow client relationships and revenues.

The role focuses on sourcing new business through referrals and marketing activities, maintaining frequent client contact, and ensuring timely service delivery aligned with risk profiles.