Sr. Relationship Manager

Job Summary

We are seeking an experienced and dynamic individual to manage a portfolio of high-net-worth clients in the UAE, providing tailored wealth management solutions. The ideal candidate will have a strong understanding of financial markets, investment products, and UAE regulations, ensuring a high level of service and client satisfaction.

Key Responsibilities

• Manage a portfolio of high-net-worth clients, building and maintaining strong client relationships.
• Offer personalized financial advice, wealth management solutions, and investment strategies tailored to client needs.
• Keep abreast of market trends and new investment opportunities to offer informed recommendations.
• Ensure compliance with UAE rules and regulations in all client dealings and portfolio management.
• Achieve sales and revenue targets by expanding client portfolios and acquiring new clients.
• Collaborate with internal teams, including product specialists, to provide comprehensive services to clients.
• Monitor client portfolios regularly and adjust strategies based on financial performance and changing client needs.
• Maintain up-to-date knowledge of CISI Level 3 standards and regulations.

Qualifications & Skills

• Completed CISI Level 3 certification.
• Strong knowledge of UAE Rules & Regulations in wealth management.
• Proven experience in managing wealth portfolios, preferably in the UAE.
• Excellent relationship management, communication, and negotiation skills.
• Ability to assess client needs and provide strategic financial advice.
• Self-motivated with a strong drive to meet and exceed targets.