Relationship Manager – Financial Services

Relationship Manager
Remote
October 9, 2026
Application ends: January 8, 2027

Job Description

REQUIREMENTS

  • Bachelor’s degree in Finance, Business Administration, Economics, or a related field.

Required Skills

  • 3–8 years of experience in Relationship Management, Wealth Management, Investment Advisory, Private Banking, Brokerage, Asset Management, or Financial Services.
  • Strong existing client network / portfolio will be an advantage.
  • Proven experience in client acquisition and revenue generation.
  • Good understanding of financial products, investment markets, and client risk profiling.
  • Strong communication, negotiation, presentation, and relationship-management skills.
  • UAE financial-services experience will be an advantage.
  • Candidates with relevant CMA/SCA-regulated financial-services experience will be preferred.
  • Strong ethical standards and commitment to regulatory compliance.

Preferred Skills

  • Strong existing client network / portfolio.
  • UAE financial-services experience.
  • Relevant CMA/SCA-regulated financial-services experience.
  • Wealth Management, Financial Advisory, or Portfolio Management

RESPONSIBILITES

  • Develop and maintain strong relationships with HNI, UHNI, corporate, and retail clients.
  • Identify and acquire new clients through networking, referrals, business development, and market outreach.
  • Understand clients’ financial goals, investment requirements, and risk profiles.
  • Promote and explain the company’s financial and investment products and services.
  • Manage the complete client relationship cycle, from onboarding to ongoing servicing.
  • Achieve assigned business development, revenue, and client acquisition targets.
  • Coordinate with internal teams including Compliance, Operations, and Product teams for smooth client onboarding and servicing.
  • Ensure all client documentation and KYC requirements are completed accurately and in accordance with regulatory requirements.
  • Maintain regular follow-ups with clients and identify opportunities for cross-selling and relationship expansion.
  • Keep updated on financial markets, investment products, industry developments, and regulatory requirements.
  • Maintain accurate records of client interactions and business activities.

Are you interested in this position?


Apply by clicking on the “Apply Now” button below!

#CrossChannelJobs #JobSearch
#CareerOpportunities #HiringNow
#Employment #JobOpenings
#JobSeekers

Related Jobs