Private Wealth Manager

2 months ago


Dubai, United Arab Emirates CharterHouse Full time

**Job description**:
Charterhouse is working with an industry-leading financial institution that specialises in private banking, investment management, as well as wealth and asset advisory. Our client is part of a global group that has offices in some of the largest financial centres in the world, and they are looking to hire a proven, entrepreneurial Relationship Manager for their Dubai office.

**About the role**

This DFSA regulated company offers a combination of private wealth solutions and a highly developed in-house investment service, so they are well-equipped to meet the needs of HNI and UHNI individuals. The Relationship Manager should have a wealth of experience in dealing with this level of clientele in the region, and should be able to provide suitable investment management solutions that are in line with the client’s aspirations and risk appetite.

You shall serve as the trusted advisor to both new and existing clients by showing excellent communication and knowledge regarding the investment products and solutions that are available. The RM will also be expected to grow the in-house discretionary investment management solutions by working closely with the Portfolio Managers.

In addition to servicing any existing clients, a significant part of the role will be to identify and secure new clients in order to increase AUM. All of the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements.

**About you**

**Job details**:
**Location**:
**Dubai**

**Salary**:
**AED 40,000 - 50,000 Per Month**

**Job Type**:
**Permanent**

**Discipline**:
***

**Financial Services**

**Reference**:
**935747**

**Posted**:
**10 days ago



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