Relationship Manager, Middle East(m/w/x)

Requirements

• Master's degree in Finance (preferable)
• CFA or MBA (desirable)
• Fluency in English
• 10-12 years industry experience
• Excellent communication and collaboration skills
• Client-oriented and solution-oriented mindset
• Ability to work under pressure
• Superior investment acumen
• Solid network of clients
• Understanding of Governing Regulatory Framework
• Positive approach to communication
• Professional integrity
• Resource management and allocation skills
• Willingness to develop other staff

Tasks

• Act as the primary client contact for wealth management solutions
• Partner with Investment Managers for client planning and servicing
• Acquire new clients aligned with the bank's business proposition
• Grow existing business relationships and assets
• Ensure a holistic and high-standard client experience
• Identify, develop, and maintain HNW and UHNW relationships
• Increase wallet share and assets under management
• Generate net new assets and revenue efficiently
• Balance relationship management with administrative compliance
• Plan and manage time and budget resources
• Recommend suitable investment products based on client profiles
• Review client portfolios periodically for performance alignment
• Analyze market conditions and provide asset allocation recommendations
• Explain how investment types impact client objectives
• Manage all AML aspects including KYC and account behavior
• Inform management of circumstances requiring supervisory attention
• Collaborate with product and support functions across divisions
• Support business growth strategies and new product initiatives
• Contribute to the achievement of a high-performing team
• Participate in client social events and marketing activities

Work Experience

Education

Languages

Tools & Technologies