Relationship Manager – Senior Relationship Manager - Associate Director
Summary
We are seeking a dynamic and results-oriented Senior Relationship Manager / Director / Executive Director to join our DIFC-based external asset management firm. This pivotal role is focused on expanding our client base, deepening relationships, and driving growth in assets under management. The ideal candidate brings a solid track record in wealth advisory and thrives in a fast-paced, client-centric environment.
Job Location: Dubai International Financial Centre (DIFC), UAE
Industry: Private Banking / Wealth Management and Advisory
Experience Required: Minimum 5–7 years in Banking, Wealth Management, and Investment Advisory
Key Responsibilities
•Client Acquisition: Proactively source and onboard new high-net-worth individuals (HNWIs), family offices, and institutional clients to build a sustainable portfolio and AUM.
•Revenue Generation: Achieve and exceed assigned revenue targets through wealth management products, bespoke solutions, and innovative advisory strategies.
•Portfolio Growth: Drive growth in overall assets under management (AUM), targeting high end portfolios multimillion USD portfolios.
•Needs-Based Advisory: Conduct in-depth financial profiling to understand client goals and recommend tailored wealth strategies aligned with their risk-return objectives.
•Relationship Management: Serve as a trusted advisor across all client touchpoints, fostering long-term relationships and ensuring exceptional service delivery.
•Market Segmentation: Strategically analyze market dynamics to identify high-potential segments for prospecting and targeted outreach.
•Client Engagement: Maintain active and regular contact with clients through face-to-face meetings, portfolio reviews, and performance updates.
•Compliance & Governance: Uphold best practices by adhering to the firm’s internal control framework and all applicable DFSA regulatory requirements.
Ideal Candidate Profile
•Proven ability to develop and manage high-value client relationships.
•Strong network within the U private banking and investment advisory space.
•Demonstrated success in advising on wealth management products and building significant AUM.
•Deep understanding of global markets, wealth solutions, and regulatory standards.
•Professional integrity, entrepreneurial spirit, and a consultative mindset.
Products
Structured Products, Mutual Funds, Bonds, Derivatives, Futures, Options, Loan Swap and all Wealth Management Products.
If you are an accomplished Relationship Manager eager to contribute to a high-performing team, we invite you to apply. Please submit your resume to: ***
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