Relationship Manager Wealth Management

Job brief

A leading financial services firm in the DIFC is seeking an experienced Relationship Manager to manage a portfolio of High Net Worth (HNW) and Ultra High Net Worth (UHNW) private clients. The ideal candidate will deliver tailored wealth management solutions, maintain long-term relationships, and ensure a high level of client satisfaction.

The role also involves conducting market and fund research, supporting the firms investment activities, and acting as a trusted ambassador for the business.

Client Management

• Serve as the primary contact for client enquiries and transactions.
• Provide investment advice aligned with the firms strategy and asset allocation framework.
• Monitor client portfolios, collateral, and investment performance.
• Maintain strong client relationships through consistent engagement.
• Develop new business and expand existing client portfolios.
• Communicate client feedback to internal teams to improve services.
• Adhere to company policies and DFSA regulatory standards.

Business Management

• Develop and implement marketing and client acquisition strategies.
• Support new product and process initiatives.
• Participate in ad-hoc projects as assigned by management.
• Ensure accurate documentation, reporting, and compliance with all regulatory requirements.

Regulatory Responsibilities

• Demonstrate integrity, diligence, fairness, and professionalism in all dealings.
• Manage conflicts of interest and ensure compliance with DFSA laws and regulations.
• Maintain open and transparent communication with regulatory bodies.
• Ensure all business operations are properly controlled and compliant.

Skills & Knowledge

• Strong relationship management and client servicing skills.
• Excellent understanding of investment products, wealth strategies, and financial planning.
• Confident communicator with the ability to explain complex concepts clearly.
• Sound knowledge of DFSA compliance and private banking best practices.
• Proven ability to grow assets under management (AUM) and develop new client networks.
• Strategic mindset with a good grasp of global and regional wealth management trends.

Qualifications & Experience

• Bachelors degree in Finance, Economics, or related field (Masters or CFA/CFP preferred).
• Minimum 10 years experience in private banking, wealth management, or investment advisory.
• Proven track record of managing HNW/UHNW client portfolios.
• Demonstrated business development success within financial services.
• Excellent command of English; additional language skills an advantage.

Location

• DIFC, Dubai