Relationship Manager - Dubai, United Arab Emirates - Talents Tide

    Talents Tide
    Talents Tide Dubai, United Arab Emirates

    4 days ago

    Description


    Job Summary

    We are seeking an experienced and dynamic individual to manage a portfolio of high-net-worth clients in the UAE, providing tailored wealth management solutions. The ideal candidate will have a strong understanding of financial markets, investment products, and UAE regulations, ensuring a high level of service and client satisfaction.

    Key Responsibilities

    • Manage a portfolio of high-net-worth clients, building and maintaining strong client relationships.
    • Offer personalized financial advice, wealth management solutions, and investment strategies tailored to client needs.
    • Keep abreast of market trends and new investment opportunities to offer informed recommendations.
    • Ensure compliance with UAE rules and regulations in all client dealings and portfolio management.
    • Achieve sales and revenue targets by expanding client portfolios and acquiring new clients.
    • Collaborate with internal teams, including product specialists, to provide comprehensive services to clients.
    • Monitor client portfolios regularly and adjust strategies based on financial performance and changing client needs.
    • Maintain up-to-date knowledge of CISI Level 3 standards and regulations.

    Qualifications & Skills

    • Completed CISI Level 3 certification.
    • Strong knowledge of UAE Rules & Regulations in wealth management.
    • Proven experience in managing wealth portfolios, preferably in the UAE.
    • Excellent relationship management, communication, and negotiation skills.
    • Ability to assess client needs and provide strategic financial advice.
    • Self-motivated with a strong drive to meet and exceed targets.


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