Relationship Manager – Wealth Management

Role Overview:

We are hiring for a Wealth Management company in Dubai for the role of Relationship Manager. The ideal candidate shall have a proven track record in managing high-net-worth clients, delivering tailored financial solutions, and maintaining long-term client relationships within a well-established financial institution.

Key Responsibilities:

Client Acquisition and Portfolio Management

- The idea candidate should have managed and grown a portfolio of high-net-worth clients with a minimum initial deposit of USD 1 million per client.

- Ensured an average portfolio size per client of USD 3-5 million over 12-24 months.

- Should have onboarded and fund 8-10 new clients within the first six months.

- Establish and nurture long-term relationships with clients to drive loyalty and retention.

Investment Advisory and Financial Solutions

- Offer a range of investment products, including stocks, bonds, mutual funds, and ETFs, catering to both local and international client needs.

- Provide insightful, market-relevant advice, considering factors such as interest rate cycles, inflation, and broader market conditions.

Client Relationship Management

- Act as a trusted advisor, building relationships with high-net-worth individuals through a confident, personable approach.

- Maintain strong communication and presentation skills, with a high command of English.

- Leverage an understanding of high-net-worth client requirements to tailor financial strategies and product recommendations.

Qualifications and Experience:

- Minimum 8-10 years of experience in UAE Wealth Management.

- Demonstrated loyalty and consistency, having been with the current institution for at least 4-5 years.

- Extensive knowledge of wealth products, including practical experience in advising and implementing solutions.

- Experience managing portfolios with substantial AUM, reflecting strong client relationships.

- Previous experience in a Private Bank is preferred, although candidates from elite retail wealth teams (such as Priority, Signature, Elite, etc.) are also welcome to apply.

Compensation and Benefits:

- Salary Range: AED 25,000 and no bar for deserving candidates, based on experience, current compensation, and portfolio size.

- Variable Pay: Quarterly sales incentives, with payout slabs starting at 35% and going up to 50%.

- Medical and Visa: Comprehensive medical coverage for the RM and family, visa sponsorship, and annual leave as per labor laws.

- Retirement Benefits: Gratuity credited monthly, as per UAE labor laws.

- Additional Perks:

- Weekly market updates and continuous product training.

- Support from dedicated service teams for account setup, product management, and portfolio reviews.

- Access to exclusive company events, including international off sites and regular contests.

- Transparent pricing tools and open-door policies for performance discussions and growth support.

- High-level support from the company’s CIO and CEO to close important client deals.