project manager

account manager

finance manager

key account manager

assistant project manager

client portfolio manager

Swisslinx Middle East

<div>
 
 On behalf of our client, an International firm specialised in Corporate Services and companies formation, we are seeking a dynamic and experienced Assistant Manager- Client Relationship to join their corporate services team in Dubai.
 
 
 
 
 
 
 Job Description
 
 
 
 
 Maximising Financial Performance
 
 
 <ul>
 <li>
 Ensure that revenue objectives are achieved on a monthly basis as per the defined target set for each client in the portfolio;
 </li>
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 Ensure that profitability margins are achieved on a monthly basis as per the defined target set for each client in the portfolio;
 </li>
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 Ensure that cash are collected within the defined deadline and that the process for debt management is strictly followed;
 </li>
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 Ensure that the margins and ratios set for the portfolio are achieved as per the defined targets;
 </li>
 <li>
 Ensure growth in revenue for the allocated portfolio through upselling and cross selling of additional products and services;
 </li>
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 Ensure that revenue targets for each client are well defined including the revenue potential from out of scope work.
 </li>
 </ul>
 
 
 Ensuring world class client service delivery
 
 
 <ul>
 <li>
 Work closely with other service lines in the organisation in order to provide a seamless and integrated set of services to the clients in the portfolio;
 </li>
 <li>
 Impart a culture of excellence in terms of client services and ensure that customer satisfaction and experience are maintained at the forefront in the client service delivery model;
 </li>
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 Take responsibility for situations where team members or management may require assistance in relation to client relationships and attend meetings with clients and other professional advisers wherever required;
 </li>
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 Ensure that client services are delivered strictly within the set deadlines and as per defined quality standards;
 </li>
 <li>
 Provide prompt and effective solutions on, corporate, alternative investment and / or fiduciary matters whenever requested by clients.
 </li>
 </ul>
 
 
 Enhancing Operational Excellence
 
 
 <ul>
 <li>
 Ensure that all processes are effectively and efficiently followed;
 </li>
 <li>
 Ensure that systems are kept updated at all times;
 </li>
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 Participate in and contribute to the team meetings and ensure that actions are implemented within the set deadlines;
 </li>
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 Ensure that time is managed as per their chargeability targets;
 </li>
 <li>
 Ensure that risk management and compliance guidelines are fully adhered to including full adherence to KYC/CDD requirements for client entities; and
 </li>
 <li>
 Ensure that you follow the time management principles set in defined job cards for each client.
 </li>
 </ul>
 
 
 Growing the business
 
 
 <ul>
 <li>
 Ensure that new clients are onboarded seamlessly and ensure a smooth transition from the Onboarding team to the portfolio being managed by you.
 </li>
 <li>
 Pro-actively identify cross-selling and up-selling opportunities and come up with value propositions proposals to the existing client base in the portfolio;
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 Proactively engage with clients to understand their business objectives and expansion strategies with a view to propose new structures and services.
 </li>
 </ul>
 
 
 Client relationship
 
 
 <ul>
 <li>
 Responsible for the complete management and delivery of quality corporate administrative services to an assigned portfolio of local and international companies.
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 <li>
 Ensure excellence in client service delivery and customer experience;
 </li>
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 Build strong relationships with clients and ensure client matters are handled promptly;
 </li>
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 Ensure that client services are delivered within the set deadlines and as per defined quality standards; and engage with the clients on an ongoing basis &bull; Managing client complaints, and providing the solution/escalating.
 </li>
 </ul>
 
 
 Company secretarial services
 
 
 <ul>
 <li>
 Preparation of directors and shareholder&rsquo;s resolution;
 </li>
 <li>
 Preparation and updating of registers and share certificates;
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 Application for license renewal, and filing of annual returns;
 </li>
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 Submission of annual financial statements;
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 Preparation and circulation of compliance checklist to directors;
 </li>
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 Organisation of board meetings;
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 Drafting of agenda, and compiling the board pack;
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 Attendance to board meeting as secretary, and providing compliance updates to board as well as taking attendance and recording of the meeting;
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 Drafting of minutes of meetings and action points and circulating to the board of directors;
 </li>
 <li>
 Application for change in shareholding, officers, company name etc. (including resolutions drafting and online application).
 </li>
 </ul>
 
 
 Bank account opening
 
 
 <ul>
 <li>
 Participate in the opening of bank accounts for each company and the execution of related documentation required by the bank.
 </li>
 <li>
 Preparation of bank forms for bank account opening;
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 <li>
 Liaison with bank for bank account opening;
 </li>
 <li>
 Attendance at meeting with banker and provision of documents and information.
 </li>
 </ul>
 
 
 
 
 
 Qualifications
 
 
 
 
 Skills &amp; Experience
 
 
 
 
 Degree with 4 years of experience in corporate services
 
 
 <ul>
 <li>
 Proficient in the use of the Microsoft Office suite of applications, specifically MS Word. &bull; Excellent written and oral communication skills.
 </li>
 <li>
 Good client relationship, organizational and time management skills.
 </li>
 <li>
 Excellent interpersonal skills.
 </li>
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 Be fluent in English (spoken and written).
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 Be able to engage with clients and build a trusted relationship with them.
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 Have experience in managing a portfolio of clients including private clients.
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 Have experience into setting up and providing corporate administration companies in all the main free zones in the UAE.
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 Having some experience in acting as Company secretary (would be an advantage but not a requirement for the post.
 </li>
 </ul>
 
 
 Additional Information
 
 
 
 Hybrid working : 2 days at the office and 3 from home
 
 
 
</div>

Assistant Manager- Client Relationship - Corporate Services and Companies Formation

HSBC

<div>Unsecured Portfolio Manager - UAE National (20008)<div> 
Some careers prize diversity more than others.</div><div> 
</div>If you&rsquo;re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.
HSBC International Wealth and Premier Banking is our global business providing products and services such as bank accounts, credit cards, personal loans, instalment lending, mortgages and saving accounts, as well as asset management, insurance, wealth management and private banking that best suit our customers&rsquo; needs. 
In this role you will:<ul><li>
Drive profitable cards sales growth, responsible for card customers&rsquo; life cycle management from on boarding till retention covering activation and ongoing engagement.</li><li>
Own cards KPIs related to activation and spends</li><li>
Support to design &amp; implement strategies to achieve engagement targets, spend activation. Deploy data backed insights to identify targets &amp; execute actions.</li><li>
Establish a close working relationship with stakeholders and delivery partners, actively managing dependencies between teams and other projects and programs.</li><li>
Identify &amp; lead capabilities efforts to deploy customer centric digital solutions, new product(s) opportunities.</li><li>
Ensure compliance of relevant regulations &amp; company policies</li><li>
Support to x-sell/scale Personal loans to the existing book</li><li>
Ensure Cards policies and processes are fair, compliant, customer-centric and commercially sustainable across all stages of the customer life cycle and engagement activities.</li><li>
Maintain HSBC internal control standards, including the timely implementation of internal and external audit observations together with any issues raised by external regulators.</li><li>
Focus on improving cards spends and revenues
</li><li>Adopt the Value Streams and Agile ways of working to efficiently deliver products and process streamlining to both clients and frontline colleagues</li><li>
The role holder is responsible for Portfolio Management of Propositional Cards and grow the spend
</li><li>Provide management direction to achieve a high level of employee engagement.
</li><li>Ensure the business is managed within the requirements of the GSM and FIMs and within an operational risk framework.</li><li>
Provides strong oversight over all regulatory and compliance matters, including the management of risk for Cards Products</li></ul> 
To be successful in the role, you should meet the following requirements:<ul><li>
Graduation degree is REQUIRED &ndash; to secure a UAE Visa and Work Permit.</li><li>
Bachelor&rsquo;s degree in Business, Finance, Economics/Statistics, or a related field.</li><li>
Preferably 2 years of Banking experience in retail Product, portfolio, risk, Finance, Distribution or Marketing function with preferably 2 years of cards product and portfolio experience.</li><li>
Knowledge and experience of a retail banking business in an emerging market</li><li>
Excellent customer relationships</li><li>
Strong analytical skills</li><li>
Communication and engagement skills</li><li>
Consultative approach to decision making</li><li>
Ability to gain consensus and agreement between geographically diverse countries and cultures</li><li>
HSBC UAE (except DIFC and ADGM employees) &ndash; hence in line with the term of work permit, a 4 years&rsquo; contract would be issued.</li></ul><div> 
For further details and application information please visit our careers site, searching under reference number 20008.</div><div></div><div> 
You&rsquo;ll achieve more at HSBC.</div><div>
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.</div><div>
Issued by The Hong Kong and Shanghai Banking Corporation Limited.</div></div><div></div>

Unsecured Portfolio Manager - UAE National

Liva Group

<div>
 
 
 Role Summary:
 
 
 
 Jobs like this involve providing specialist / technical underwriting support to the Business and assisting in setting of portfolio standards and strategy across the Region. You will drive profitable premium growth within PL portfolio by designing and executing an UW strategy and developing the team to orchestrate on that strategy. You will be involved in providing analytical support to assist portfolio analysis, performance monitoring and decision-making. You will support others in the technical community, and you will work with Group, regional and local underwriting colleagues developing and improving underwriting policies, procedures and practices, whilst maintaining appropriate standards. You will use your analytical and communication skills to prepare and deliver timely, accurate and relevant information.
 
 
 
 
 
 
 Key Responsibilities:
 
 
 <ul>
 <li>
 Recruiting, managing, coaching, developing and motivating the team/department/unit to ensure delivery of the required standards of performance now and in the future.
 </li>
 <li>
 Bringing together all the capabilities of the company from Group, Region and County and from all functions to the developmental benefit of the portfolio
 </li>
 <li>
 Providing technical leadership, direction, governance, challenge, support, guidance and advice to Sales &amp; Underwriting colleagues to develop and deliver market-leading products, secure profitable business and develop the underwriting function in line with the global Underwriting strategy
 </li>
 <li>
 Portfolio management of Personal Lines classes of business that include product definitions, creating pricing framework with actuarial support and management of affinity schemes
 </li>
 <li>
 Directly contribute to the development and management of risk strategies and performance and long-term development of the portfolio.
 </li>
 <li>
 Managing the administration associated with risk plans and the Group and Regional Licensing framework ensuring compliance with established standards, procedures and guidance.
 </li>
 <li>
 Contributing to the development and maintenance of accurate, up-to-date Technical procedures, process manuals, documentation standards, etc. to ensure group, legal and regulatory requirements are met.
 </li>
 <li>
 Developing and implementing initiatives to manage loss ratio Developing tools and subsequently monitor UW KPIs.
 </li>
 <li>
 Leading, contributing to and co-operating with audits, reviews and underwriting validations as required in order to support and enable the maintenance of an effective control environment.
 </li>
 <li>
 Actively contributing to the development of segment and local customer propositions, and associated sales planning and account development, bringing knowledge and insight of the market and its risks, proactively identifying opportunities to increase penetration of existing customers and / or expand the business mix.
 </li>
 <li>
 Leading and/or contributing to the identification of and research into new product and proposition development opportunities, drawing on own experience and on personal contact network e.g. Reinsurers, to enable the development of leading edge, competitive and profitable business solutions
 </li>
 </ul>
 
 Providing expert advice, guidance and coaching to less qualified and / or experienced colleagues to address technical referrals and raise standards and expertise across the technical community.
 
 
 
 
 
 
 Knowledge/ Skills/ Competencies Required:
 
 
 <ul>
 <li>
 A minimum of 12 years relevant work experience in underwriting
 </li>
 <li>
 Proven leadership skills that lead to results
 </li>
 <li>
 Depth and breath of experience across a range of lines of business, products or types of customer.
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 <li>
 Understanding of business strategies and / or customer propositions.
 </li>
 <li>
 Strategic thinking skills and an ability to improve the business through improving and enhancing our trading and underwriting proposition
 </li>
 <li>
 Passion for continuous improvement and proven ability to lead and execute change successfully
 </li>
 <li>
 Strong analytical and problem-solving skills
 </li>
 <li>
 Excellent written and verbal communication skills
 </li>
 <li>
 Ability to interpret and apply laws, regulations, and policies
 </li>
 </ul>
 
 
</div>

Non Motor Portfolio Manager & Product Development

Nestrov Real Estate LLC

Experience:1&ndash;3 years of hands-on experience in off-plan real estate sales in Mumbai real estate market. Must be currently based in the UAE.Role OverviewWe&rsquo;re expanding our Off-Plan Sales Team in Dubai and are looking for ambitious, deal-driven professionals who thrive in a fast-paced, high-growth environment.If you understand Mumbai&rsquo;s primary real estate market, enjoy building strong client relationships, and love closing value-driven deals, this role gives you the platform to grow your career while working with top-tier developers and premium projects.What You&rsquo;ll Do<ul><li>Represent and sell off-plan projects from leading Mumbai developers</li><li>Stay ahead of the market with strong knowledge of new launches, pricing trends, and investment opportunities</li><li>Own the end-to-end sales journey &mdash; from lead engagement and qualification to site visits, negotiations, and closures</li><li>Build long-term client relationships by offering strategic advice and market insights</li><li>Collaborate closely with developers and internal teams to deliver a smooth, high-quality client experience</li><li>Attend project launches, developer trainings, and networking events to stay market-relevant</li><li>Consistently achieve monthly and quarterly sales targets</li><li>Maintain accurate client records, follow-ups, and deal progress in the CRM</li></ul>Why This Role?<ul><li>Work with premium off-plan inventory</li><li>Strong growth potential in a scaling real estate brand</li><li>Client-centric, performance-driven environment</li><li>Opportunity to build long-term success in Dubai</li></ul>Send your CV to careers@nestrov.comJob Type: Full-timePay: AED3,500.00 - AED4,500.00 per month

Portfolio/Sr. Portfolio Manager

steadfast group

Job Title: Business Development Manager &ndash; General InsuranceLocation: Dubai, UAE Department: Sales &amp; Business DevelopmentJob SummaryWe are seeking a dynamic and results-driven Business Development Manager (BDM) with a strong background in the insurance Broker industry. The ideal candidate will have 3&ndash;5 years of proven experience in insurance sales, with the ability to manage a client portfolio worth at least $1 million. This role focuses on acquiring new clients, nurturing long-term relationships, and driving sustainable revenue growth across general insurance lines.Key Responsibilities1. Client Acquisition &amp; Portfolio Development<ul><li>Leverage existing networks to onboard clients with portfolios of $1 million or more.</li><li>Identify, engage, and convert prospective clients to expand the company&rsquo;s insurance portfolio.</li></ul>2. Sales &amp; Revenue Growth<ul><li>Consistently achieve and exceed sales targets by promoting general insurance products.</li><li>Maximize revenue through effective cross-selling and up-selling strategies.</li></ul>3. Relationship Management<ul><li>Build and maintain strong, long-term client relationships to ensure satisfaction and retention.</li><li>Act as a trusted advisor, delivering tailored insurance solutions aligned with client needs.</li></ul>4. Market Research &amp; Strategy<ul><li>Monitor industry trends, competitor offerings, and evolving client requirements.</li><li>Collaborate with the sales team to design and execute strategic business development plans.</li></ul>5. Coordination &amp; Compliance<ul><li>Partner with internal teams to ensure seamless onboarding, policy issuance, and client servicing.</li><li>Adhere to company policies, legal regulations, and industry standards.</li></ul>6. Reporting<ul><li>Prepare and present regular sales reports, highlighting revenue progress and client engagement metrics.</li></ul>Key Requirements<ul><li>Experience: 3&ndash;5 years in business development, sales, or account management within the insurance industry.</li><li>Portfolio Management: Demonstrated success in managing client portfolios of at least $1 million.</li><li>Education: Bachelor&rsquo;s degree in Business Administration, Finance, or related field (preferred).</li><li>Skills:</li><li>Strong interpersonal and communication abilities.</li><li>Proven track record of meeting and exceeding sales targets.</li><li>Proficiency in CRM tools and MS Office Suite.</li><li>Attributes: Self-motivated, customer-focused, and able to thrive in a competitive sales environment.</li></ul>Why Join Us?<ul><li>Competitive salary with performance-based good Commission.</li><li>Opportunity to work with a leading organization in the insurance broker sector.</li></ul>Supportive, growth-oriented, and collaborative work environmentJob Type: Full-timePay: AED8,000.00 - AED10,000.00 per monthApplication Question(s):<ul><li>How many years of UAE experience do you have?</li><li>Have you worked in any insurance broker company?</li><li>What is your current/last drawn salary?</li><li>What is your visa status?</li><li>What will be the notice period</li></ul>

Business Development Manager – General Insurance

Oceano Apex LLC

Job Title: Client Relationship Manager (Wealth Management)Company: Oceano Apex LLCLocation: Meydan Grandstand, 6th floor, Meydan Road, Nad Al Sheba, Dubai, UAEEmployment Type: Full-TimeAbout Us:Oceano Apex LLC is a dynamic and forward-thinking wealth management startup based in Dubai. We are committed to providing tailored investment solutions and financial advisory services to a diverse portfolio of High Net Worth Individuals (HNIs). As a growing company, we are seeking passionate and driven individuals who thrive in a startup environment and are ready to contribute to our ambitious growth plans.Job Overview:We are looking for a fresher which is highly motivated Client Relationship Manager (Wealth Management) with a strong command of the Dubai financial market and proven knowledge in handling HNI clients. The ideal candidate will play a critical role in sourcing, engaging, and managing key client relationships while providing them with superior investment advisory services.Key Responsibilities:Identify, connect with, and onboard High Net Worth Individuals (HNIs) in the UAE, especially Dubai.Develop and maintain long-term client relationships by offering personalized wealth management services.Provide financial planning, investment advisory, and portfolio management services tailored to client needs.Monitor market trends, investment instruments, and regulatory changes to recommend suitable products.Collaborate with internal teams to design and implement strategic client acquisition initiatives.Represent Oceano Apex LLC at networking events, industry conferences, and client meetings.Maintain confidentiality and ensure all client interactions comply with local financial regulations.Qualifications &amp; Skills:Bachelor&rsquo;s degree in Finance, Business Administration, Economics, or related field (CFA, CFP is a plus).Minimum 3+ years of experience in wealth management, private banking, or financial advisory roles and fresher can also apply.Strong understanding of investment products, financial markets, and wealth management principles.Excellent communication, negotiation, and interpersonal skills.Demonstrated experience in managing HNI clients in the UAE.Ability to work independently in a startup environment with a growth mindset.Fluency in English is mandatory; Arabic proficiency is an advantage.What We Offer:Competitive salary and performance-based incentives.Opportunity to be part of a fast-growing startup with a collaborative culture.A chance to build your own client portfolio and grow within the company.Exposure to high-value clients and innovative financial products.Job Type: Full-timeJob Type: Full-timePay: AED3,000.00 - AED4,000.00 per month

Client Relationship Manager (Wealth Management)

Bullwaves

A leading Forex/CFD brokerage is seeking a Business Development Manager to work remotely from Dubai. The ideal candidate will possess strong business development and client relationship management skills, alongside an existing portfolio of clients. A Bachelor's degree in a related field and experience in the Forex/CFD industry are mandatory. This entry-level role focuses on driving growth and ensuring client success.

Remote Business Development Lead - Forex/CFD (Dubai-based)

Explore 4022+ Client portfolio manager in Dubai this January. Find roles across top companies and apply now to boost your career.