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Relationship Manager - Fundraising
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Key responsibilities:
Develop and manage new client’s relationships and support the firm’s growth by acquiring new UHNW & HNW clients.
Be a trusted partner of your clients’ financial needs, providing customized and comprehensive financial planning advice.
Actively define your strategy to develop your clients' portfolios using the full breath of the firm's capabilities.
Achieve individual targets against KPIS, including revenue targets, client base growth (AUM), and account profitability, while maintaining a high standard of service quality.
Candidate requirements:
A seasoned professional with 7+ years’ experience in a well – established private bank or wealth management firm.
An established UHNW & HNW client base with a presence in the UAE is mandatory.
Sound knowledge of financial markets and investment strategies is a value addition.
Excellent presentation and communication skills.
Interest and knowledge to explore alternative asset classes such as venture capital, hedge funds, crypto instruments etc. is welcome.
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