Relationship Manager - Dubai, United Arab Emirates - S&K HR Consulting

    S&K HR Consulting
    S&K HR Consulting Dubai, United Arab Emirates

    1 week ago

    Description


    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 relationships through consistent engagement.
    • Develop new business and expand existing client portfolios.
    • Communicate client feedback to internal teams to improve services.
    • Adhere to company policies and DFSA regulatory standards.

    Business Management

    • Develop and implement marketing and client acquisition strategies.
    • Support new product and process initiatives.
    • Participate in ad-hoc projects as assigned by management.
    • Ensure accurate documentation, reporting, and compliance with all regulatory requirements.

    Regulatory Responsibilities

    • Demonstrate integrity, diligence, fairness, and professionalism in all dealings.
    • Manage conflicts of interest and ensure compliance with DFSA laws and regulations.
    • Maintain open and transparent communication with regulatory bodies.
    • Ensure all business operations are properly controlled and compliant.

    Skills & Knowledge

    • Strong relationship management and client servicing skills.
    • Excellent understanding of investment products, wealth strategies, and financial planning.
    • Confident communicator with the ability to explain complex concepts clearly.
    • Sound knowledge of DFSA compliance and private banking best practices.
    • Proven ability to grow assets under management (AUM) and develop new client networks.
    • Strategic mindset with a good grasp of global and regional wealth management trends.

    Qualifications & Experience

    • Bachelors degree in Finance, Economics, or related field (Masters or CFA/CFP preferred).
    • Minimum 10 years experience in private banking, wealth management, or investment advisory.
    • Proven track record of managing HNW/UHNW client portfolios.
    • Demonstrated business development success within financial services.
    • Excellent command of English; additional language skills an advantage.

    Location

    DIFC, Dubai


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