Requirements
The ideal candidate must have 5-10 years of experience in Priority Banking, Private Banking, or Wealth Management Relationship Management roles, with a degree in Finance, Business, or Economics. Relevant regulatory certifications like CMFAS are required. Proven track record in managing affluent client portfolios, advising on investments and financial planning, and strong client acquisition skills are essential.
Description
Job description / Role
Job Type
Full Time
Job Location
Abu Dhabi, UAE
Nationality
Any Nationality
Salary
Not Specified
Gender
Not Specified
Arabic Fluency
Not Specified
Job Function
Finance, Business Analysis & Consulting
Company Industry
Finance, Investment & Asset Management
About our client
Our client is a leading international financial institution with a strong presence across the globe. The organisation provides sophisticated wealth management, investment and banking solutions to affluent and high-net-worth individuals, supported by a global network and a strong focus on client service, governance and long-term relationship management.
Job description
Manage and grow a portfolio of Priority Banking clients through proactive relationship management and advisory services. Conduct detailed financial reviews to understand clients' financial goals and recommend appropriate wealth solutions. Deepen existing client relationships through regular engagement, portfolio reviews and tailored investment discussions. Provide clients with relevant market insights, investment updates and wealth management solutions. Drive new-to-bank client acquisition through referrals, networking and business development activities. Achieve and exceed individual revenue, sales and asset growth targets. Deliver exceptional client service and maintain high levels of customer satisfaction and retention. Collaborate with investment, treasury and insurance specialists to provide holistic wealth solutions to clients. Organise and participate in client engagement events, seminars and networking activities. Ensure full compliance with regulatory requirements, internal policies and anti-money laundering standards. Maintain a strong understanding of market trends, economic developments and wealth management products.
The successful applicant
A successful Relationship Manager should have:
5-10 years of experience in Priority Banking, Private Banking or Wealth Management Relationship Management roles.
Degree qualified in Finance, Business, Economics or a related discipline.
Relevant regulatory certifications, including CMFAS qualifications or equivalent.
Demonstrated track record of managing affluent or high-net-worth client portfolios and delivering strong revenue performance.
Experience advising clients on investment, wealth management and financial planning solutions.
Strong client acquisition and business development capabilities.
Experience serving international client segments.
Excellent relationship management, communication and stakeholder management skills.
Strong understanding of regulatory, risk and compliance requirements within a wealth management environment.
Self-driven, commercially minded and capable of thriving in a performance-oriented environment.
What's on offer
Great opportunity and good exposure.
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