Wealth Manager

Job Description

Relationship Manager

Wealth Management · Full-Time

The Opportunity

A fast-growing wealth management firm, expanding across products and geographies, seeks driven Relationship Managers to originate, advise and grow a premium client franchise.

What You Will Do

Origination

▪ Opening new relationships through outreach, networking and referrals

▪ Developing a qualified pipeline of prospects

Pitching

▪ Leading meetings to understand prospects’ investment requirements

▪ Showcasing the firm’s offerings

Client Support

▪ Engaging periodically to maintain client relationships

▪ Understanding client needs across their wealth lifecycle

What You Bring

▪ 4–7 years of experience in client relationship management or sales

▪ An understanding of financial products and services

▪ Excellent communication skills

▪ Self-starter with a target-driven mindset

What Makes You Stand Out

We encourage candidates with second languages and unique artistic talents or hobbies to apply.

▪ Financial Acumen

▪ Client-First Approach

▪ Problem-Solving Attitude

How Success Is Measured

▪ New leads generated and monthly client meetings

▪ Quarterly and annual revenue

▪ Client retention

What We Offer

▪ Growth: A growing multinational firm with ample room to advance

▪ Compensation: AED 14,000–20,000 monthly + market-leading bonuses

▪ Perks: Visa, insurance, plus fitness, education and rejuvenation incentives

▪ Hiring Process: Initial Selection → Technical Interview → Founder Interview