Relationship Manager – Wealth Management
Caliberly® - Recruitment Agency · Dubai, United Arab Emirates
Apply & track with Apply EdgeRelationship Manager – Wealth Management
The role will focus on client acquisition, portfolio growth, investment solutions, and building long-term relationships with affluent individuals, family offices, and investors.Key ResponsibilitiesAcquire and onboard new HNW/UHNW clients and grow the existing client portfolio.Build and maintain strong, long-term relationships with clients and investors.Understand clients’ financial goals, risk profiles, and investment requirements.Provide appropriate wealth management and investment solutions based on client needs.Drive AUM growth, revenue generation, and client retention.Identify cross-selling and up-selling opportunities across investment and financial products.Develop new business through personal networks, referrals, events, and market outreach.Coordinate with investment, advisory, and operations teams to ensure smooth client servicing.Monitor market and investment trends and keep clients informed of relevant opportunities.Maintain accurate CRM records and ensure compliance with applicable regulatory and internal requirements.RequirementsBachelor’s degree in Finance, Business, Economics, or a related field.4–8 years of experience in Wealth Management, Private Banking, Investment Advisory, or Financial Services.Proven experience managing and acquiring HNW/UHNW clients.Strong existing client network and business development capability.Experience in managing AUM / investment portfolios and generating revenue.Strong understanding of investment products such as equities, bonds, funds, structured products, or alternative investments.Excellent communication, negotiation, and relationship-management skills.UAE/GCC wealth management experience would be an advantage.