Wealth Management – Relationship Manager

Wealth Management – Relationship Manager

Job Summary

We are seeking a dynamic and results-oriented Relationship Manager to join our professional team in Dubai. This is a pure sales role primarily focused on the acquisition and management of high-net-worth individuals (HNWI), institutional, and corporate clients across Dubai, the GCC, and the Africa region. You will be responsible for driving significant revenue growth by leveraging extensive market knowledge and a strong professional network to offer a diverse range of financial products. The ideal candidate will possess a proven track record in financial sales and the ability to formulate strategic sales plans. This position requires a high level of financial acumen to conduct risk profiling and provide superior investment advisory, ensuring clients reach both their short-term and long-term financial goals.

Key Responsibilities

• Acquire new HNI and Ultra HNI clients within the UAE, GCC, and Africa regions.

• Leverage existing networks and industry connections to generate business leads.

• Manage and deepen financial portfolios for a dedicated client base to increase AUM.

• Formulate and execute outbound and inbound sales plans to expand the customer base.

• Conduct comprehensive risk profiling for clients to provide accurate investment advisory.

• Research and monitor global financial market trends and investment opportunities.

• Structure investment portfolios for HNI clients across multi-asset products.

• Achieve specific monthly revenue and product-wise sales targets.

• Manage the full client onboarding process in compliance with regulatory requirements.

• Identify opportunities for upselling and cross-selling financial services and products.

Candidate Requirements

• Bachelor’s or Master’s degree in Business, Finance, Marketing, or a related field.

• 2-3 years of demonstrable pure sales experience in Banking or Wealth Management.

• Proven track record of exceeding sales targets in a competitive financial market.

• Deep understanding of GCC/US Equities, Structured Notes, Insurance SIP, and Fixed Income.

• Excellent communication, negotiation, and presentation skills.

• Fluency in English (essential).

• Ability to work independently within a high-pressure sales environment.

Preferred Qualifications

• MBA degree from a recognized institution.

• Strong existing and transferable client base in the GCC region.

• Proficiency in Arabic.

• Relevant financial licenses or certifications (e.g., UAE Financial Regulations, CFA).

Job Details

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