Wealth Relationship Manager

2 weeks ago


Abu Dhabi, Abu Dhabi, United Arab Emirates Hauberk Capital Full time
Responsible for identifying and developing client relationships within the HNWI market.

  • Deep knowledge about ultrahighnetworth clients with a proven track record of developing and growing client relationships.
  • Effective internal and external networking to generate and develop new leads.
  • Attend networking and industry events in the pursuit of new business development opportunities.
  • A consultative approach to serving clients along with sharing best practices.
  • Passion for learning, professionalism, positivity, and a strong work ethic with a high level of integrity.
- develop and maintain the relationships while proactively evaluating client needs.
- responsible for proactively supporting, guiding, retaining, and developing a portfolio of investors within the Wealth business.

  • Identify and develop new potential clients through referrals from existing clients.
  • Deep knowledge about the ultrahigh net worth client with a proven track record of developing and growing client relationships.
  • Direct background and experience in relationship management from a private bank, direct provider, registered investment advisor, or family office.

Job Requirments:

  • Bachelor's degree is preferred in a business, economy, or related field.
  • 35 years as a wealth relation in investment sector.
  • Familiarity with Salesforce, Wealthscape Investor.
  • Ability to independently approach the targeting clients.
  • Excellent verbal and written communication skills in
- bilingual (English & Arabic).

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