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Wealth Relations Manager
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
Education
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.
- 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.
- 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.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.