Job Description

We are looking for a dynamic and detail-oriented

Relationship Manager

to support our

Foreign Portfolio Investor (FPI)

clients. The ideal candidate will manage end-to-end client relationships, oversee onboarding, ensure ongoing compliance, and support clients with financial, accounting, and business-related requirements.

This role requires strong communication skills, analytical thinking, and a solid understanding of investment structures, fund operations, and accounting fundamentals.

Key Responsibilities

Client Relationship Management

Act as the primary point of contact for FPI clients. Maintain strong client relationships through regular communication and service excellence. Understand client needs and proactively provide solutions and support.

Onboarding & Documentation

Coordinate the onboarding process for new FPI clients. Assist with KYC, AML, documentation and regulatory requirements. Liaise with internal compliance and operations teams to ensure smooth approvals.

Account Management & Operations

Support clients with account opening, transaction processing, investment documentation, and reporting. Support clients with business reporting, MIS data, and operational analysis. Interpret financial information to help clients with decision-making and planning. Maintain accurate client records, reporting schedules, and documentation.

Requirements

Education & Experience

Bachelor's degree in

Finance, Accounting, Business Administration, Economics

, or related field. 2-5 years of experience in

relationship management, client servicing, investment operations, brokerage, asset management, or FPI-related roles

. Basic accounting knowledge is essential.

Skills & Competencies

Strong understanding of financial markets, investment products, and operational processes. Familiarity with

KYC/AML

, compliance workflows, and regulatory frameworks. Excellent communication and interpersonal skills. Proficiency in MS Office (Excel, PowerPoint, Word). Ability to multitask, stay organised, and work under pressure. High level of professionalism, integrity, and client-first mindset. Coordinate periodic reviews, due-diligence checks, and audit-related requests.
Job Type: Full-time

Pay: AED10,000.00 - AED12,000.00 per month

Application Question(s):

How many years of UAE experience do you have? what is your current/last drawn salary? Do you have experience in Foreign Portfolio Investor (FPI) related role? * Do you have Familiarity with KYC/AML, compliance workflows, and regulatory frameworks?