Relationship Manager

Job Description

REQUIREMENTS

-Minimum 8–10+ years in relationship management / wealth management / brokerage or relevant financial services role (HNI client segment).
-Proven track record of HNI/UHNI acquisition and relationship growth in the UAE market (network strength is critical).
-Strong knowledge of capital markets / trading products (e.g., equities, derivatives, FX, commodities, indices—depending on desk).
-Demonstrated ability to build business through referrals and networking.
-Experience conducting risk profiling / suitability discussions with clients.
-Bachelor’s degree required; Master’s preferred.

RESPONSIBILITIES

-Acquire preferred HNI & UHNI clients and consistently grow the active client base through referrals, networking, and channel partnerships.
-Manage allocated clients via regular telephone and in-person engagement, ensuring a premium service experience.
-Conduct risk profiling/suitability for mapped clients to support better advisory on investment and trading requirements.
-Formulate and execute sales plans to acquire new HNI customers and increase market penetration.
-Maintain a proactive approach to improving Capital Markets knowledge via continuous self-learning and training provided by the company.
-Liaise with internal client-facing teams to ensure a high standard of service and smooth client onboarding/coverage.
-Ensure a need-based product approach and drive appropriate product penetration across the client book.

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