Relationship Manager (private Clients)

Dubai, United Arab Emirates

Job Description

As a Relationship Manager, you will be responsible for managing and nurturing relationships with high-net-worth individuals, focusing on private clients with a Western background. This role requires exceptional client management skills, financial expertise, and a proven track record in the wealth management industry.
  • Develop and maintain strong relationships with a portfolio of private clients, primarily consisting of Western clientele.
  • Understand clients\' financial goals, risk appetite, and investment preferences to provide tailored advice and solutions.
  • Offer a comprehensive range of investment products and services, including wealth management, investment advisory, estate planning, and other related financial offerings.
  • Proactively engage with clients to identify new business opportunities and cross-selling possibilities to enhance their financial portfolios.
  • Provide expert guidance on market trends, investment strategies, and regulatory changes that may impact clients\' financial objectives.
  • Collaborate with internal teams, such as investment analysts, product specialists, and legal professionals, to ensure exceptional service delivery and maximize client satisfaction.
  • Conduct regular portfolio reviews and performance assessments to ensure client portfolios align with their objectives and risk tolerance.
Excellent work environment|Diverse work environment and culture
  • Bachelor\'s degree in finance, economics, or a related field. Western education is preferred.
  • Between 5-8 years of experience in a similar role within the wealth management or private banking sector.
  • Proven track record of managing and growing a book of Western private clients.
  • Comprehensive understanding of financial products, investment strategies, and wealth management principles.
  • Exceptional communication, negotiation, and relationship-building skills.
  • Ability to understand clients\' unique needs and offer tailored financial solutions.
  • Professional certifications such as CFA, CFP, or equivalent are highly desirable.
  • Fluency in English is required; additional languages are advantageous.
The client, a leading multi-family office and asset management operation in the DIFC looking to expand its business in the GCC/MENA region.
  • Excellent work environment
  • Diverse organization and culture

Michael Page

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Job Detail

  • Job Id
    JD1561892
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Dubai, United Arab Emirates
  • Education
    Not mentioned