Head of Wealth Management

Job Role - Relationship Manager - Wealth ManagementLocation - Business Bay, DubaiABOUT THE ROLE - We are looking for experienced Relationship Managers to join the Dubai Wealth Management sales team. The RM will be responsible for acquiring and managing NRI and HNI clients, developing trusted long-term relationships, and generating and growing Assets Under Management (AUM) through the company’s Wealth Management product offering.IMPORTANT – PORTFOLIO REQUIREMENT -No fixed or mapped client portfolio will be handed over to the RM. This is a business-development-driven role in which the successful candidate is expected to independently build and grow their own client portfolio.

• Bring and leverage their existing client relationships and professional network.
• Acquire new NRI/HNI clients through personal business-development efforts.
• Generate and grow AUM through effective client acquisition and relationship management.
• Develop and maintain their own sustainable book of business.
• Use company-provided leads where available, while remaining independently capable of building a client portfolio.KEY RESPONSIBILITIES -
• Acquire new NRI/HNI clients and expand the client base.
• Build, maintain and deepen long-term client relationships.
• Generate and grow AUM while consistently working towards sales and business targets.
• Understand the company’s complete Wealth Management product basket and communicate relevant solutions effectively.
• Identify suitable investment opportunities based on client requirements and objectives.
• Support financial planning and asset-allocation discussions in line with the applicable advisory framework.
• Ensure compliance with all required sales, advisory and client-servicing processes.
• Participate in seminars, workshops, client events and other business-development activities.
• Maintain high standards of client servicing, responsiveness and relationship management.
• Continuously develop the client book through referrals, networking and proactive relationship-building.