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Relationship Manager – Wealth Management

Relationship Manager – Wealth Management

Edjobster PVt. LtdDubai, United Arab Emirates
منذ أكثر من 30 يومًا
الوصف الوظيفي

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.

    • Requirements

    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.
    • إنشاء تنبيه وظيفي لهذا البحث

    Relationship Manager • Dubai, United Arab Emirates