Job Description

We are seeking an experienced

Relationship Manager - Wealth Management (Mutual Funds)

to manage and grow a portfolio of

High-Net-Worth (HNI) and Non-Resident Indian (NRI) clients

. The ideal candidate will have strong expertise in Mutual funds investment advisory, portfolio management, and financial planning, along with a solid understanding of

UAE Securities and Commodities Authority (SCA)

regulations.

This role requires a proactive professional who can deliver high-quality advisory, drive AUM growth, and build long-term relationships in a competitive financial market.

Key Responsibilities

Manage and grow a portfolio of

HNI/NRI clients

, ensuring high levels of client satisfaction and retention. Provide investment advisory across mutual funds Conduct

risk profiling

, develop tailored financial plans, and ensure suitability of all recommended products. Ensure full compliance with

UAE SCA regulations

, internal policies, and all regulatory requirements. Acquire new clients through networking, referrals, and business development strategies. Prepare and present portfolio reviews, performance updates, and investment recommendations. Achieve AUM, revenue, and sales targets consistently.

Requirements

8+ years of experience

in Wealth Management, Private Banking, or Investment Advisory, Mutual funds experience Proven track record managing

HNI/NRI portfolios

in the UAE or GCC. Strong knowledge of

UAE SCA rules, compliance standards, and investment suitability guidelines

. Excellent understanding of financial markets and investment products. Outstanding communication, relationship-building, and negotiation skills. Ability to work independently and manage high-value clients with discretion and professionalism. Bachelor's degree in Finance, Business, Economics, or related field (professional certifications like CFA, CFP, CISI are an advantage).

What We Offer

Competitive salary + performance-based incentives Health insurance and standard UAE benefits Strong platform for growth within a leading financial institution Access to premium investment products and research
Job Type: Full-time

Pay: AED10,000.00 - AED20,000.00 per month