Assistant Relationship Manager

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