{"id":6247,"date":"2025-11-03T12:58:52","date_gmt":"2025-11-03T12:58:52","guid":{"rendered":"https:\/\/phillipcapitaldifc.ae\/?post_type=awsm_job_openings&p=6247"},"modified":"2026-04-22T11:21:57","modified_gmt":"2026-04-22T11:21:57","slug":"wealth-management-relationship-manager","status":"publish","type":"awsm_job_openings","link":"https:\/\/phillipcapitaldifc.ae\/demo\/jobs\/wealth-management-relationship-manager\/","title":{"rendered":"Wealth Management \u2013 Relationship Manager"},"content":{"rendered":"

Job Summary<\/strong><\/strong><\/h4>\n\n\n\n

We are looking for a dynamic and results-oriented Relationship Manager to join our team in Dubai. This is a pure sales role, focused on acquiring, developing, and managing high-net-worth individual (HNWI), institutional, and corporate clients in Dubai, GCC and Africa region. The successful candidate will leverage their extensive market knowledge and strong network to drive revenue growth across a diverse range of financial products<\/p>\n\n\n\n

Responsibilities<\/strong>:<\/h4>\n\n\n\n
Business Development:<\/strong><\/h5>\n\n\n\n
    \n
  • Actively acquire new clients within UAE (especially Abu Dhabi ) and across the GCC, focusing on those interested in a broad range of multi-asset products.<\/li>\n\n\n\n
  • Leverage your existing client network and industry connections to generate new business leads.<\/li>\n\n\n\n
  • Develop and maintain strong relationships with key clients, providing exceptional service and support.<\/li>\n\n\n\n
  • Proactively identify and capitalize on opportunities to cross-sell relevant products and services offered by the firm to existing clients.<\/li>\n\n\n\n
  • Achievement of product-wise targets.<\/li>\n\n\n\n
  • Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.<\/li>\n\n\n\n
  • Conduct risk profiling of all mapped clients for better advisory on investment needs.<\/li>\n<\/ul>\n\n\n\n
    Sales & Trading:<\/strong><\/strong><\/h5>\n\n\n\n
      \n
    • Responsible for acquiring preferred clients (HNI \/ Ultra HNI).
      • Maintaining client relationships and generate AUM from preferred clients.<\/li><\/ul>
        • Structuring for HNI \/ Ultra HNI clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients<\/li><\/ul>
          • Track the HNI \/ Ultra HNI segment in the market for new client acquisition.<\/li><\/ul>
            • To research, investigate and update themselves on available investment opportunities \/ financial mark trend to determine whether they fit into clients\u2019 portfolios.<\/li><\/ul>
              • Use financial acumen and investment expertise to review a client\u2019s personal data, align client\u2019s need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long-term investment goals.<\/li><\/ul>
                • Achievement of product-wise targets.<\/li><\/ul>
                  • Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio.<\/li><\/ul>\n
                      \n
                    • Conduct risk profiling of all mapped clients for better advisory on investment needs.<\/li>\n\n\n\n
                    • <\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
                      Onboarding & Compliance<\/strong>:<\/h5>\n\n\n\n
                        \n
                      • Manage the client onboarding process, ensuring compliance with all regulatory requirements.<\/li>\n\n\n\n
                      • Educate clients on trading procedures, risk management, and relevant regulations.<\/li>\n\n\n\n
                      • Adhere strictly to all regulatory requirements and internal compliance policies.<\/li>\n<\/ul>\n\n\n\n

                        Revenue Generation:<\/strong><\/p>\n\n\n\n

                          \n
                        • Achieve monthly revenue targets by driving sales and maximizing client engagement.<\/li>\n\n\n\n
                        • Identify and pursue upselling and cross-selling opportunities within your client portfolio.<\/li>\n<\/ul>\n\n\n\n

                          <\/p>\n\n\n\n

                          Qualifications:<\/strong><\/strong><\/h5>\n\n\n\n

                          Education & Experience:<\/strong><\/p>\n\n\n\n

                            \n
                          • Bachelor\/master\u2019s degree in business, Finance, Marketing, or a related field (MBA preferred).<\/li>\n\n\n\n
                          • 2-3 years of demonstrable pure sales experience in Banking, financial services, wealth management with a strong focus on client acquisition.<\/li>\n\n\n\n
                          • Proven track record of exceeding sales targets in a competitive financial market.<\/li>\n\n\n\n
                          • Extensive experience and deep understanding of GCC Equities, US Equities, Structured Notes, Insurance SIP and Global Bonds Fixed Income.<\/li>\n\n\n\n
                          • A strong existing client base in the GCC region is highly advantageous, and a transferable client portfolio is a plus.<\/li>\n<\/ul>\n\n\n\n

                            Skills & Competencies<\/strong>:<\/p>\n\n\n\n

                              \n
                            • Excellent communication, negotiation, and presentation skills.<\/li>\n\n\n\n
                            • Ability to work independently and as part of a dynamic team.<\/li>\n\n\n\n
                            • Fluency in English is essential; Arabic speaking is preferable.<\/li>\n\n\n\n
                            • Relevant financial licenses and certifications (e.g., UAE Financial Regulations, CFA) are a plus.<\/li>\n<\/ul>\n\n\n\n

                              Industry<\/strong>:<\/p>\n\n\n\n

                              Financial Services<\/p>\n\n\n\n

                              <\/p>","protected":false},"excerpt":{"rendered":"

                              Job Summary We are looking for a dynamic and results-oriented Relationship Manager to join our team in Dubai. This is a pure sales role, focused on acquiring, developing, and managing high-net-worth individual (HNWI), institutional, and corporate clients in Dubai, GCC and Africa region. The successful candidate will leverage their extensive market knowledge and strong network to drive revenue growth across a diverse range of financial products Responsibilities: Business Development: Sales & Trading: Onboarding & Compliance: Revenue Generation: Qualifications: Education & Experience: Skills & Competencies: Industry: Financial Services<\/p>","protected":false},"author":1,"template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}}},"class_list":["post-6247","awsm_job_openings","type-awsm_job_openings","status-publish","hentry","job-category-financial-advisor","job-category-financial-services-sales","job-category-wealth-management","job-type-full-time","job-location-difc","job-location-dubai"],"_links":{"self":[{"href":"https:\/\/phillipcapitaldifc.ae\/demo\/wp-json\/wp\/v2\/awsm_job_openings\/6247","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/phillipcapitaldifc.ae\/demo\/wp-json\/wp\/v2\/awsm_job_openings"}],"about":[{"href":"https:\/\/phillipcapitaldifc.ae\/demo\/wp-json\/wp\/v2\/types\/awsm_job_openings"}],"author":[{"embeddable":true,"href":"https:\/\/phillipcapitaldifc.ae\/demo\/wp-json\/wp\/v2\/users\/1"}],"wp:attachment":[{"href":"https:\/\/phillipcapitaldifc.ae\/demo\/wp-json\/wp\/v2\/media?parent=6247"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}