Relationship Manager

Job Title: Relationship Manager – Wealth Management

Location: Dubai

Role Summary:

As a Relationship Manager, you will focus on building and nurturing long-term client relationships while growing your portfolio. Ideal for mid-level bankers ready to step into an independent wealth advisory setup.

Key Responsibilities:

• Manage a portfolio of HNW clients.
• Bring in a book of at least USD 50 million in AUM.  
•  Build new relationships and generate referrals through networks.
• Execute client onboarding and ensure compliance documentation.
• Monitor and update clients on portfolio performance.
• Provide regular market and product updates.

Ideal Candidate Profile

• 4–6 years of experience in priority/private banking or wealth advisory.
• Existing AUM that is liquid, transferable, and substantiable.
• Experience in UAE or broader GCC preferred.
• Knowledge of investment products and structured solutions.
• High level of integrity and client service ethics.

Essential Qualifications:

• Bachelor's degree in Finance, Business Administration, or a related field. A Master's degree or relevant professional certification (CFA, CFP) is highly desirable.
• Strong knowledge of financial markets, investment products, and financial planning strategies.
• Demonstrated leadership abilities and experience managing a team.
• Excellent communication and interpersonal skills, with a proven track record of building strong client relationships.
• Analytical and strategic thinking abilities to develop and implement wealth management strategies.
• Proficiency in financial software and tools.