Sr Relationship Manager
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Job Summary
Role Overview
The Relationship Manager will be responsible for acquiring developing and maintaining relationships with HNI/NRI clients as well as driving growth in Assets Under Management (AUM) for the investment funds promoted by the firm.. This role requires a seasoned professional with a strong track record across various investment products. The successful candidate will lead client relationship management effectively promote approved funds and ensure full compliance with UAE Securities and Commodities Authority (SCA) regulations as well as the firms internal policies.
Key Responsibilities
Build and manage a portfolio of HNI and NRI clients including proactively sourcing new clients and deepening engagement with existing clients.
Conduct comprehensive client assessments to understand risk profile and investment objectives ensuring investment allocations are consistent with the firms approved products and regulatory guidelines.
Develop and execute investment product promotional strategies.
Stay abreast of global markets investment product launches regulatory developments (especially as relevant to UAE & cross-border/NRI clients) and investment themes.
Work closely with internal teams (investment research product specialists operations compliance) to deliver seamless client service and product implementation.
Ensure compliance with relevant regulatory legal and internal governance standards (UAE FATCA for NRIs etc.)
Maintain and grow a strong client network within the HNI/NRI community.
Qualifications & Experience
Educational background: Bachelors degree in Finance Economics Business Administration or similar; advanced qualification (MBA CFA CFP) preferred.
Experience: Minimum 8 years ideally up to 15 years of wealth management private client advisory or investment/portfolio management experience with various investment products. Proven track record of managing HNI or NRI client relationships
Excellent analytical quantitative and financial modelling skills; capable of interpreting market trends and product strategies.
Exceptional communication presentation and relationship-building skills; must be able to explain investment products clearly to sophisticated clients.
Self-motivated entrepreneurial mindset with ability to generate new business while managing and servicing existing clients.
Familiarity with UAE financial regulations NRI investment rules and compliance frameworks.
Strong ethical standards confidentiality integrity and client-first orientation.
What We Offer
Opportunity to manage a meaningful and sophisticated HNI/NRI portfolio within a high-growth investment and fund management firm.
Competitive compensation package (base performance incentives) and benefits tailored for top talent.
Professional growth and networking opportunities within the UAE wealth management market.
LEVEL OF EXPERTISE
Wealth Management - 8 years
Client Relationship Management - 8 years
How to Apply
Please submit your CV emphasizing your experience in managing HNI/NRI clients your track record in Assets Under Management (AUM) if permissible to share and your knowledge of various investment products.
The Relationship Manager will be responsible for acquiring developing and maintaining relationships with HNI/NRI clients as well as driving growth in Assets Under Management (AUM) for the investment funds promoted by the firm.. This role requires a seasoned professional with a strong track record across various investment products. The successful candidate will lead client relationship management effectively promote approved funds and ensure full compliance with UAE Securities and Commodities Authority (SCA) regulations as well as the firms internal policies.
Key Responsibilities
Build and manage a portfolio of HNI and NRI clients including proactively sourcing new clients and deepening engagement with existing clients.
Conduct comprehensive client assessments to understand risk profile and investment objectives ensuring investment allocations are consistent with the firms approved products and regulatory guidelines.
Develop and execute investment product promotional strategies.
Stay abreast of global markets investment product launches regulatory developments (especially as relevant to UAE & cross-border/NRI clients) and investment themes.
Work closely with internal teams (investment research product specialists operations compliance) to deliver seamless client service and product implementation.
Ensure compliance with relevant regulatory legal and internal governance standards (UAE FATCA for NRIs etc.)
Maintain and grow a strong client network within the HNI/NRI community.
Qualifications & Experience
Educational background: Bachelors degree in Finance Economics Business Administration or similar; advanced qualification (MBA CFA CFP) preferred.
Experience: Minimum 8 years ideally up to 15 years of wealth management private client advisory or investment/portfolio management experience with various investment products. Proven track record of managing HNI or NRI client relationships
Excellent analytical quantitative and financial modelling skills; capable of interpreting market trends and product strategies.
Exceptional communication presentation and relationship-building skills; must be able to explain investment products clearly to sophisticated clients.
Self-motivated entrepreneurial mindset with ability to generate new business while managing and servicing existing clients.
Familiarity with UAE financial regulations NRI investment rules and compliance frameworks.
Strong ethical standards confidentiality integrity and client-first orientation.
What We Offer
Opportunity to manage a meaningful and sophisticated HNI/NRI portfolio within a high-growth investment and fund management firm.
Competitive compensation package (base performance incentives) and benefits tailored for top talent.
Professional growth and networking opportunities within the UAE wealth management market.
LEVEL OF EXPERTISE
Wealth Management - 8 years
Client Relationship Management - 8 years
How to Apply
Please submit your CV emphasizing your experience in managing HNI/NRI clients your track record in Assets Under Management (AUM) if permissible to share and your knowledge of various investment products.
Company Industry
IT Services and IT Consulting
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
