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Wealth Management Relationship Manager
Job Description & How to Apply Below
Our banking client is looking for an experienced Wealth Management Relationship Manager to join their dynamic growing team in Dubai. In this role, you will be responsible for nurturing and expanding relationships with key UHNW clients, providing personalized financial advice, and delivering comprehensive solutions.
Responsibilities- Manage and grow a portfolio of HNW and UHNW clients.
- Cultivate long-term relationships through excellent service and proactive engagement.
- Understand client goals and offer tailored wealth management solutions, including investment products, wealth management services, and financial planning.
- Collaborate with our team of specialists to ensure a seamless and holistic client experience.
- Stay current with market trends and financial products to provide informed advice.
- Degree educated in Finance or similar qualification.
- Industry certifications such as CISI are an advantage
- An established client portfolio of HNW and UHNW clients is essential.
- Proven experience as a Relationship Manager within a bank or similar financial institution.
- Strong knowledge of investment products, wealth management strategies, and private banking services.
- Excellent communication and interpersonal skills.
- A client-focused mindset with a commitment to building lasting relationships.
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