Relationship Manager (Wealth Management)

Relationship Manager (Wealth Management)

About the job Relationship Manager (Wealth Management)

Job brief

A leading financial services firm in the DIFC is seeking an experienced Relationship Manager to manage a portfolio of High Net Worth (HNW) and Ultra High Net Worth (UHNW) private clients. The ideal candidate will deliver tailored wealth management solutions, maintain long-term relationships, and ensure a high level of client satisfaction.

The role also involves conducting market and fund research, supporting the firms investment activities, and acting as a trusted ambassador for the business.

Responsibilities

Client Management

• Serve as the primary contact for client enquiries and transactions.
• Provide investment advice aligned with the firms strategy and asset allocation framework.
• Monitor client portfolios, collateral, and investment performance.
• Maintain strong client...