Job Description

Free placement

Relationship Manager Wealth

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Job id: 429237

05 Aug 2022

Job Location

Dubai, United Arab Emirates


3 to 10 years

Qualification Level

Diploma; Graduate; Post Graduate

Job Function

Banking / Financial Services


cisi,Wealth management, Insurance, Investment Advisor ,

Jobseeker Nationality

Jobseekers from any country

We are looking for candidate for Relationship Manager Wealth For Dubai location

Key Responsibilities-
• Generate growth in AUM and revenue streams that will ensure delivery of the
• financial plan and achievement of the business objectives through effective client acquisition and management of portfolio. Source new business and provide a full range of Wealth Management products & services to HNI/UHNI Clients. Ensure clients are aware of all financial services offered by us.
• To develop long-term relationships with the clients by preparing investment strategies to help them achieve their financial goals, offering advice and information on various investments to guide them in managing their portfolios in line with policy.
• To perform KYC / AML reviews, including High Net worth Individual’s annual reviews & Due Diligence reviews in a timely manner.
• To achieve individual targets against Key Performance Indicators, including revenue targets, to grow client base, AUM and account profitability while maintaining a high standard of service quality. Maintain a superior customer service experience for clients.

• Relevant experience of wealth management/Private Banking services and selling financial/Investment products to individual and institutional clients.
• Existing portfolio and clienteles, also transferable portfolio upon joining.
• Strong knowledge of financial products and services, financial market, and economic environments. Well understanding of digital asset services and Fintech model as well.
• Ability to Build and manage a portfolio, deliver to Key Performance Indicators in a regulated environment.
• Able to understand complex information and clearly communicate ideas to clients and AMC
• Understanding of Capital Market, Money market, Investment structure and multi-layer process.
• University degree in a related field. Business Administration (MBA) will be an added advantage.
• Priority to Relevant certification (CISI, CFA, Etc.)
• Language: Fluent in English, Arabic and other language will be given additional preference.

• Business Development and Relationship Management skills
• Good presentations and networking skills
• Strong negotiating and influencing skills
• Client service orientation, Strong selling & financial markets knowledge
• Strong interpersonal skills and cultural sensitivity
• Excellent communication and negotiation skills
• Entrepreneurship, strategic planning, Analytical skills,
• Amiable, adaptable, and organized.
• Result driven approach and sound understanding about market trend.

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