Job Description

By PhillipCapital DIFC Research Team / November 3, 2025
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Job Summary

We are looking for a dynamic and results-oriented Relationship Manager to join our team in Dubai. This is a pure sales role, focused on acquiring, developing, and managing high-net-worth individual (HNWI), institutional, and corporate clients in Dubai, GCC and Africa region. The successful candidate will leverage their extensive market knowledge and strong network to drive revenue growth across a diverse range of financial products

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Responsibilities

Business Development:

Actively acquire new clients within UAE (especially Abu Dhabi ) and across the GCC, focusing on those interested in a broad range of multi-asset products. Leverage your existing client network and industry connections to generate new business leads. Develop and maintain strong relationships with key clients, providing exceptional service and support. Proactively identify and capitalize on opportunities to cross-sell relevant products and services offered by the firm to existing clients. Achievement of product-wise targets. Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio. Conduct risk profiling of all mapped clients for better advisory on investment needs.

Sales & Trading:

Responsible for acquiring preferred clients (HNI / Ultra HNI). + Maintaining client relationships and generate AUM from preferred clients.
+ Structuring for HNI / Ultra HNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients
+ Track the HNI / Ultra HNI segment in the market for new client acquisition.
+ To research, investigate and update themselves on available investment opportunities / financial mark trend to determine whether they fit into clients' portfolios.
+ Use financial acumen and investment expertise to review a client's personal data, align client's need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long-term investment goals.
+ Achievement of product-wise targets.
+ Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.
+ Conduct risk profiling of all mapped clients for better advisory on investment needs.

Onboarding & Compliance

Manage the client onboarding process, ensuring compliance with all regulatory requirements. Educate clients on trading procedures, risk management, and relevant regulations. Adhere strictly to all regulatory requirements and internal compliance policies.

Revenue Generation:

Achieve monthly revenue targets by driving sales and maximizing client engagement. Identify and pursue upselling and cross-selling opportunities within your client portfolio.

Qualifications:

Education & Experience:

Bachelor/master's degree in business, Finance, Marketing, or a related field (MBA preferred). 2-3 years of demonstrable pure sales experience in Banking, financial services, wealth management with a strong focus on client acquisition. Proven track record of exceeding sales targets in a competitive financial market. Extensive experience and deep understanding of GCC Equities, US Equities, Structured Notes, Insurance SIP and Global Bonds Fixed Income. A strong existing client base in the GCC region is highly advantageous, and a transferable client portfolio is a plus.

Skills & Competencies

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Excellent communication, negotiation, and presentation skills. Ability to work independently and as part of a dynamic team. Fluency in English is essential; Arabic speaking is preferable. Relevant financial licenses and certifications (e.g., UAE Financial Regulations, CFA) are a plus.

Industry

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Financial Services

Job Category:

Financial Advisor Financial Services Sales Wealth Management

Job Type:

Full Time

Job Location:

DIFC Dubai