project manager

account manager

key account manager

assistant project manager

portfolio manager

client portfolio manager

First Abu Dhabi Bank

Job DetailsCountry: UAECity: DubaiIndustry: BankingFunction: Account Management-Non-CommissionedKey ResponsibilitiesCustomer Acquisition<ul><li>Identify, engage, and acquire new retail clients while ensuring that all onboarding activities comply with FAB policies and UAE regulations.</li><li>Conduct needs analysis and discuss financial requirements with clients to structure appropriate solutions in collaboration with product and credit teams.</li><li>Develop strategic account plans and follow up on new business opportunities to expand the client portfolio.</li><li>Monitor market trends and provide feedback on client needs to enhance existing products and services.</li></ul>Relationship Management<ul><li>Build and maintain strong relationships with existing clients, serving as their primary point of contact for all banking needs.</li><li>Proactively manage customer accounts to ensure satisfaction, loyalty, and cross-selling of FAB s products and services.</li><li>Conduct regular client meetings to assess financial goals, identify opportunities, and recommend suitable banking solutions.</li><li>Collaborate with internal partners across wealth management, lending, and digital banking divisions to deliver a holistic service offering.</li><li>Resolve client queries and issues efficiently, ensuring a seamless customer experience.</li></ul>Portfolio Management<ul><li>Manage a defined portfolio of clients, focusing on revenue growth, retention, and risk control.</li><li>Monitor client account activities, credit exposure, and risk indicators to ensure portfolio quality and compliance with internal policies.</li><li>Maximize profitability through cross-selling, referrals, and targeted product promotion.</li><li>Maintain up-to-date awareness of clients financial activities and proactively identify opportunities for engagement.</li></ul>Internal Collaboration<ul><li>Coordinate with Operations, Technology, Legal, Risk, and other internal departments to ensure timely delivery of products and services.</li><li>Contribute to internal process improvements to enhance client servicing efficiency.</li><li>Support the unit head in portfolio planning, reporting, and performance management.</li></ul>Self-Management and Professional Development<ul><li>Set annual goals in alignment with management objectives and track performance throughout the year.</li><li>Participate in professional training and continuous development programs to enhance relationship management skills.</li><li>Stay updated on new financial products, market developments, and regulatory changes impacting retail banking.</li></ul>Skills Set<ul><li>Retail relationship management</li><li>Client portfolio development</li><li>Sales and cross-selling strategy</li><li>Financial analysis and risk assessment</li><li>Compliance and regulatory awareness</li><li>Customer experience and service excellence</li></ul>

Relationship Manager Retail Banking

ROI Hunter

Our Customer Success Managers work as strategic partners to our clients, big e-commerce retailers, and help them to scale their digital promotions and commercial activities and thus make their businesses more profitable and sustainable.
<ul>
<li>You will be responsible for the full customer cycle - from onboarding the client into our SaaS platform up to regular business reviews and renewals, being their partner through strategies and successes. By providing tailor-made analytical and business insights you will support your clients in elevating their ROAS, ROI and revenue.</li>
<li>We work with medium and large enterprise clients across the EMEA - you will be assigned with a portfolio of clients mainly from Middle East, Africa, India and partly from Europe too.</li>
<li>In this role, you can learn more about the e-commerce business and strategies behind the success of top brands, how to get data insights and translate them into action points, how to create the case studies and educate our clients to adopt new approaches or platform features to become even more successful.</li>
<li>Last but not least you will learn more about cross-team collaboration within a unique culture of a company which creates the future in the e-commerce world.</li>
</ul>
ABOUT YOU
<ul>
<li>First of all, you should like a fast-paced environment where things change once we have a better solution.</li>
<li>You already have a minimum of 2 years of experience as a Customer Success or Account Manager (direct responsibility for a B2B client portfolio) within the Performance Marketing environment, ideally from a MarTech/AdTech company.</li>
<li>Marketing Technology is your passion and you have at least some knowledge about Google and Meta Ads (or you already are an expert ).</li>
<li>Business acumen and data analytics come second nature to you.</li>
<li>The company culture is important for you. You want to be surrounded by smart and friendly people who enjoy working together.</li>
<li>You speak fluent English and Arabic.</li>
<li>You are based in Dubai and willing to commute to the JLT Office (during onboarding home office only on Fridays, after onboarding according to the agreement with your leader). If you are based in Saudi Arabia, it could work too!</li>
<li>You are open to occasional travels to meet our cliients personally for regular business reviews.</li>
</ul>

Associate Customer Success Manager

Morgans Realty

About the Role This is a relationship-first leadership role for a sophisticated, trusted advisor who can seamlessly blend market knowledge, wealth strategy, and personalized service. You ll drive our private client portfolio, lead an elite team of advisors, and be the key to building enduring, high-value relationships.
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Responsibilities What You ll Do <ul> <li> Lead our private office strategy across key luxury markets.</li> <li> Cultivate and manage relationships with UHNW clients and family offices.</li> <li> Oversee tailored real estate advisory, legacy planning, and cross-border property investment services.</li> <li> Collaborate with internal departments (Legal, Marketing, Research) to deliver exceptional client outcomes.</li> <li> Represent Morgan s at exclusive events, panels, and private networks.</li> </ul> Who We re Looking For <ul> <li> 5+ years in luxury real estate, private wealth, or family office advisory.</li> <li> Strong network of UHNW clients across the GCC, Europe, or Asia.</li> <li> Exceptional emotional intelligence, confidentiality, and client-centricity.</li> <li> Strategic thinker with refined communication and negotiation skills.</li> </ul>
 
 
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Head of Private Office

Confidential Company

• To meet targets specified by the owner (tasks related to property management) on a regular and consistent basis• Act as liaison officer between tenants and landlords regarding inquiries, concerns, and/or issues on managed properties• To address inquiries, concerns, and/or issues reported by tenants and landlords on managed properties and to provide solutions on time• Preparing Tenancy contracts, NOCs, EJARI registration, and drafting other necessary contracts and documents.• Communicating on any notices or relevant issues to the tenants.• Coordinate with relevant offices (e.g., building management, DEWA, cooling provider companies) regarding required documents (e.g. NOCs), service charges settlement, tenant move-in and/or move-out settlement, and final bill settlement for managed properties• Manage and organize rental/Sale collection• Conduct property viewings and negotiate deals.• Daily maintenance management• Coordinating with tenancy renewal coordinators for tenancy renewals• Arranging move-in inspections/move-out inspections• Security deposit settlements with tenants & landlord• Ensuring units are ready for the next tenant• Monthly & weekly reporting to the client and internal senior management• Investigating any building complaints and rental violations• Coordinate in sharing available & upcoming properties with other agents (property valuation report, rental price, chiller inclusion, etc.)

Property/Portfolio Manager

United States Citigroup

Citigold Private Client (CPC) and Citigold (CG) are key segments within Citi's Wealth franchise. In the UAE, these segments serve a growing client base of over 40,000 banking and wealth clients, and more than 180,000 cards and unsecured lending clients. We offer comprehensive wealth management solutions, from traditional banking and lending services to sophisticated managed investments and capital market access, delivered through both offshore and onshore platforms. Our client-centric approach combines personalized, high-touch service from dedicated bankers and product specialists with cutting-edge digital capabilities. As Head of CPC and CG for the UAE, you will lead and drive the growth of these key segments in a dynamic and competitive market. Reporting to the Head of Asia South Wealth and serving as a key member of the Asia South Wealth Management Team, you will be responsible for the overall profitability and performance of the CPC and CG segments in the UAE. This includes: Strategic Leadership: Overseeing the execution of the Asia South Wealth strategic plan within the UAE, collaborating with regional and global teams to ensure alignment and drive growth. Business Performance: Full accountability for delivering on business plans, including leading the front-office teams (client advisors and client servicing), growing Net New Investment Assets and revenues, managing expenses, and delivering on key performance indicators. Client Focus: Championing a client-centric culture and ensuring the delivery of best-in-class solutions and services that meet the evolving needs of our CPC and CG clients. Driving innovation and leveraging digital capabilities to elevate the client experience. Engaging clients at events or in meetings to deepen and build their relationship with Citi Wealth. Collaboration and Partnerships: Building and maintaining strong partnerships with key stakeholders across Citi, including Products, Wealth Continuum, Business Performance Office, Digital Growth, Wealth COO Office (including Data &amp; Analytics), Wealth Ops, Technology, Finance, Human Resources, Marketing, Legal, and Compliance. Risk and Control Management: Maintain strong relationships with regulatory bodies, ensure compliance with all applicable laws, regulations and internal policies. Foster a robust risk and control environment. Proactively identifying, assessing, and mitigating risks across all business activities. Protect and enhance Citi's brand and reputation. Leadership and Development: Engaging, building and managing a high-performing wealth management team, fostering a culture of collaboration, excellence, and client focus. Leading, mentoring, and coaching senior managers, fostering a strong culture of compliance, ethical conduct, and proactive risk management. Ensuring the team has the necessary resources and skill sets to succeed. Responsibilities: P&amp;L and Balance Sheet Responsibility: Drive asset and liabilities growth actions to strengthen and meet all balance sheet targets with respect to self-funding ratio, LCR, and other metrics. Drive sustainable business growth, growing Net New Investment Assets, growing revenues and profitability, offering differentiated customer value propositions and implementing an integrated digital and manned distribution platform which provides world class efficiency, experience and service quality to our customers. Strategy: Articulate and execute a compelling vision and business strategy to drive sustainable growth for the CPC and CG segment across UAE, ensuring cluster and global alignment of objectives, in co-operation with key stakeholders. Communicate the vision of the future to motivate and engage all levels of staff and give them a clear understanding of where their work fits into the big picture. Drive the strategic priorities and vision for CPC and CG in UAE. Drive Wealth Advisor and Client Digital/Mobile strategies for CPC and CG segments. Drive the planning and execution of the CPC and CG Technology Book of Work in UAE. Customer Franchise Growth Always ensure audit readiness and strong controls and secure successful internal and external audit results. People Management: Manage the organization with the right structure and right people to deliver business results. Recruit, retain and develop talent across all key leadership positions, with a strong mix of local and international high potential future leaders. Execute the Client Advisor growth plans, delivering the agreed front line capacity to service CPC and CG clients as well as the growth targets. Strategically develop talent with on-the-job training, stretch assignments, formal leadership programs and other actions. Be a coach and mentor and develop managerial skills of direct reports into high quality managers. Take ownership of the managed team and ensure Citi people management practices are implemented to ensure an excellent employee experience across the employee life cycle. Support the Wealth career path strategies, which includes driving the Wealth Talent Continuum actions, Training &amp; Development activities and the execution of the Total Rewards firm s strategy. Qualifications Proven track record as a senior leader in key aspects of business management (strategy, sales, people leadership, financial performance, risk &amp; controls). 15+ years of relevant strategic and operational work experience. Proven track record in leading transformation and change, and ability to materially change business trajectory. Extensive knowledge of consumer bank and wealth management products, services, and markets and understanding of the competitive landscape for the Affluent and High Net Worth Segments in the country.

Head of Citigold Private Client

Deutsche Bank AG

Details of the Division and Team: The Investment Manager is a primary point of contact for clients to access the entire suite of investment capabilities, insights and solutions offered by Deutsche Bank Wealth Management. This is achieved by working in close partnership with the Relationship Manager in the day-to-day planning and servicing for the client. The individual leverages the insight and expertise of the Deutsche Bank Wealth Management Chief Investment Office and the global and regional investment committees to provide advice around long-term thematic investment opportunities, short-term tactical trades and asset allocation. The Investment Manager employs a wide range of asset classes and capabilities, leveraging the knowledge from dedicate product specialists, to address clients needs holistically, including lending and financing, deposits, discretionary and advisory portfolio management solutions, capital markets, private markets, alternative investments and wealth planning. Investment Manager will have accountability for total investment AUM, revenue, asset retention, client experience, Suitability risk and contribution towards business mix goals. Your key responsibilities: <ul> <li>Act as the central point of contact for clients investment needs / advice and be responsible for increasing share of wallet from existing clients.</li> <li>Partner up with the Relationship Manager to serve clients across a defined portfolio.</li> <li>Serve as strategic advisor on client s overall investment portfolio, and drive holistic portfolio construction and asset allocation activities, delivering the CIO view to clients and ensuring portfolios are built and overseen accordingly.</li> <li>Assess clients overall risk appetite and keep client risk profiles up-to-date and regularly reviewed.</li> <li>Responsible for execution of all investment trades and conduct portfolio reviews with assigned clients and relevant internal partners, highlighting and fill any gaps where required.</li> <li>Own overall suitability and appropriateness of all investments for the client; ensure that all corresponding checks are performed.</li> <li>Collaborate with the relationship manager on account behavior and flag relevant updates, and on input for KYC.</li> <li>Collaborate closely with key internal partners, including discretionary portfolio managers and DB/p&gt;</li> <li>WM s entire range of product specialists to deliver the firm s best capabilities, solutions and investment thinking.</li> <li>Proactively identify needs and corresponding opportunities to originate solutions across capital markets, discretionary mandates, advisory mandates and alternative investments</li> <li>Proactively seek to manage and control investment portfolio risks while maximizing financial returns in line with regulations.</li> <li>Support Sub Region Head in strategy execution i.e expanding the Global South Asia footprint through offshore and onshore collaboration.</li> <li>Monitor clients asset allocation across investments and provide ideas for rebalancing across product spectrum based on CIO view.</li> <li>Support the Relationship Managers in their new client acquisition efforts through participation in client pitches and showcasing Deutsche Bank Wealth Management capabilities.</li> <li>Act within professional, legal and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct; flagging and managing reputational risks and conflicts issues.</li> </ul> Your skills and experience: <ul> <li>10 or more years of relevant investment experience of which a minimum of 5 years in wealth management/private banking</li> <li>Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and U/HNWI client needs.</li> <li>Managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets opportunistic/idea-driven investing</li> <li>Fluent in delivering a capital market outlook from both an investment strategist s view (i.e., top down) and a manager s view (i.e., bottom up) with the purpose of articulating why suggested allocations and solutions are appropriate for a given investment objective and market environment.</li> <li>Experienced and comfortable in leading investment discussions in one-on-one meetings and small groups</li> <li>Evidence of past success at building a business by attracting assets, principally as a result of the ability to quickly gain the confidence of a client.</li> <li>Fluent in discussing performance attribution.</li> <li>Have a good understanding of the governing regulatory framework including but not limited to applicable confidentiality / secrecy / data protection regulations and cross border rules where relevant.</li> <li>Ability to introduce existing client relationships a plus.</li> </ul>

Private Bank Investment Manager

Additional Resources Ltd

<div> As a Private Banker, you will be managing and expanding a portfolio of private clients, offering tailored wealth management and investment strategies that align with each client s financial objectives. You Will Be Responsible For: <ul> <li>Acting as the primary relationship manager for a portfolio of private clients, delivering comprehensive banking and investment solutions.</li> <li>Developing long-term client relationships built on trust, discretion, and exceptional service.</li> <li>Identifying and capitalising on new business opportunities to grow and diversify your client base.</li> <li>Providing strategic financial advice, including cross-border investment planning, lending arrangements, and portfolio management.</li> <li>Conducting regular reviews and ensuring all activity meets the highest compliance and regulatory standards.</li> <li>Collaborating with internal teams to enhance client satisfaction and overall service delivery.</li> <li>Offering mentorship and support to junior team members when required.</li> </ul> What We Are Looking For <ul> <li>Demonstrated background in private banking or wealth management, </li> <li>Experience serving high-net-worth and ultra-high-net-worth clients.</li> <li>Strong understanding of cross-border financial planning, investment strategy, and lending services.</li> <li>Comfortable managing complex client structures and liaising with multiple stakeholders.</li> <li>Experienced in working within regulated financial environments, adhering to best practice and governance standards.</li> <li>Recognised Level 6 Investment Qualification (such as CISI Chartered Wealth Manager or CII Advanced Diploma in Financial Planning).</li> <li>CeMAP certification and an active Statement of Professional Standing (SPS).</li> </ul> </div>

Private Banker

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