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Assistant Relationship Manager

Assistant Relationship Manager

Michael PageDubai, United Arab Emirates
منذ أكثر من 30 يومًا
الوصف الوظيفي
  • Join a globally recognised firm with a growing presence in the region
  • Exposure to both front-office and operations
  • About Our Client

    Our client is a global investment management firm with a strong presence in the Middle East, specialising in structured products, alternative investments, and asset advisory services. The firm services a sophisticated client base that includes HNWIs, family offices, and institutional investors. With a growing footprint in the region, the Dubai office is seeking a capable and dependable Assistant Relationship Manager to support front-office activities while ensuring smooth trade operations and client servicing.

    Job Description

    • Serve as a secondary client point of contact, responding to client queries and service requests in a timely, professional manner.
    • Support the RM in onboarding clients, preparing investment presentations, account documentation, and ongoing reporting.
    • Manage trade settlement processes and ensure accurate and timely reconciliation of client transactions.
    • Prepare monthly or ad hoc client portfolio statements and performance reports.
    • Coordinate client payments, transfers, and cash movements with internal teams and custodians.
    • Maintain CRM records, track follow-ups, and assist in meeting preparation and post-meeting documentation.
    • Collaborate closely with traders, operations, and compliance to ensure smooth and compliant client servicing.
    • Adhere to internal policies, service level standards, and relevant regulatory requirements.
    • Provide backup support to team members and contribute to a collaborative team environment.
    • The Successful Applicant

      Qualifications and Experience :

    • Bachelor's degree in Finance, Accounting, Economics, or related field.
    • 2-4 years of experience in a client servicing, investment operations, or trade support role within financial services.
    • Strong knowledge of trade settlement, reconciliation, and client onboarding procedures.
    • Familiarity with investment products (structured notes, funds, mandates) is a strong advantage.
    • Proficient in Excel and financial systems; experience with CRM and portfolio management tools is a plus.
    • Skills and Attributes :

    • Strong analytical, organizational, and problem-solving skills.
    • High attention to detail and ability to manage multiple tasks under tight deadlines.
    • Confident communicator with a professional demeanour and strong interpersonal skills.
    • Team-oriented, reliable, and proactive, with a client-first mindset.
    • What's on Offer

    • Join a globally recognised investment firm with a growing presence in the region.
    • Exposure to both front-office and operations-ideal for candidates seeking well-rounded experience.
    • Opportunity to engage with high-profile clients and learn across investment products and client life cycles.
    • Competitive compensation, supportive team culture, and long-term growth opportunities in relationship management or operations.
    • Contact

      Zaynah Aboobaker

      Quote job ref

      JN-062025-6760321

    إنشاء تنبيه وظيفي لهذا البحث

    Relationship Manager • Dubai, United Arab Emirates