Investment Relationship Manager
11 hours ago
A Senior Portfolio Advisor is required to join Deutsche Bank in Dubai, United Arab Emirates. The successful candidate will be responsible for managing investment portfolios and providing strategic advice to high net worth individuals.
About the RoleWe are seeking a highly experienced Investment Relationship Manager to join our team in Dubai. As a key member of our wealth management team, you will be responsible for building and maintaining relationships with existing clients, identifying new business opportunities and delivering exceptional client service.
Your primary focus will be on portfolio construction and asset allocation, ensuring that client investments are aligned with their financial goals and risk tolerance. You will work closely with our relationship managers to understand client needs and provide tailored investment solutions.
Key Responsibilities- Build and maintain strong relationships with existing clients, understanding their investment goals and risk appetite.
- Identify new business opportunities through referrals and networking.
- Deliver exceptional client service, responding promptly to client inquiries and providing timely updates on investment performance.
- Construct and manage complex investment portfolios, ensuring alignment with client goals and risk tolerance.
- Work closely with relationship managers to understand client needs and provide tailored investment solutions.
- Monitor market trends and economic conditions, adjusting investment strategies as needed to maximize returns while minimizing risk.
- 8+ years of experience in investment management, with a minimum of 5 years in wealth management.
- Proven track record of success in portfolio construction and asset allocation.
- Strong knowledge of private clients and U/HNWI client needs.
- Ability to communicate complex investment concepts to clients in a clear and concise manner.
- Fluent in English (spoken and written).
- Flexible working arrangements to balance work and personal life.
- Ongoing training and development opportunities to enhance skills and knowledge.
- A competitive salary and benefits package, including health insurance and retirement savings plan.
- The opportunity to work with a global leader in investment banking and wealth management.
Salary: AED 180,000 - 250,000 per annum, depending on experience.
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