Senior Relationship Manager

Location: Dubai International Financial Centre (DIFC), UAE
Industry: External Asset Management / Wealth Advisory
Experience Required: Minimum 8 years in Banking, Wealth Management, and Investment Advisory
Eligibility: Candidate must be currently based in the UAE with relevant regional experience

Summary

We are seeking a dynamic and results-oriented Senior Relationship Manager 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.

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 structured products, bespoke solutions, and innovative advisory strategies.
• Portfolio Growth: Drive growth in overall assets under management (AUM), targeting portfolios upwards of USD 15 million, including structured notes and diversified holdings.
• 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 UAE private banking and investment advisory space.
• Demonstrated success in selling structured products and building significant AUM.
• Deep understanding of global markets, wealth solutions, and regulatory standards.
• Professional integrity, entrepreneurial spirit, and a consultative mindset.