Relationship Manager

Our client is a leading regulated Wealth Management company in the Market that preserves multi-generational wealth of clients in the GCC. It identifies investment, assess Return on Investment, and manage clients’ portfolios. It is currently looking for Relationship Managers to join its team in Jeddah. The candidate will have to introduce new clients, develop and maintain existing clients’ relationships and adhere to the wealth management best practices.

General Relationship Manager Responsibilities:

Ø Find leads from existing and new clients

Ø Develop understanding of the company’s products and its innovative digital processes

Ø Understand the wealth management operations in the market as well as in private banking

Ø Research best investment trends in the market and its impact on alternative investment

Ø Develop investment models for each client segment

Ø Handle digital leads for the purpose of gaining the clients and developing relationships and their commitment to an investment

Ø Develop commercial proposals for clients that suit their needs

Ø Collaborate with Senior Relationship Managers for best practices on client development

Ø Deliver commercial targets and report client development in line with the company goals

Ø Provide support to other team members to achieve common goals

Requirements

Ø Bachelor’s degree or master’s degree from a reputable university

Ø Preferably completed CFA or CMA level 1

Ø Has previous experience in Treasury, Private Banking, or Wealth Management

Ø Has excellent communication skills in English and Arabic

Ø Has knowledge of financial and investment products

Ø Can develop long term clients’ relationships