wealth management relationship manager

Inspire Selection

Overview The Role Our banking client is looking for an experienced Wealth Management Relationship Manager to join their team in Abu Dhabi. In this role, you will be responsible for nurturing and expanding relationships with key UHNW clients, providing personalized financial advice, and delivering comprehensive solutions. Responsibilities <ul> <li>Manage and grow a portfolio of HNW and UHNW clients.</li> <li>Cultivate long-term relationships through excellent service and proactive engagement.</li> <li>Understand client goals and offer tailored wealth management solutions, including investment products, wealth management services, and financial planning.</li> <li>Collaborate with our team of specialists to ensure a seamless and holistic client experience.</li> <li>Stay current with market trends and financial products to provide informed advice.</li> </ul> Requirements <ul> <li>Degree educated in Finance or similar qualification.</li> <li>Industry certifications such as CISI are an advantage</li> <li>An established client portfolio of HNW and UHNW clients in the UAE is essential.</li> <li>Proven experience as a Relationship Manager within a bank or similar financial institution.</li> <li>Strong knowledge of investment products, wealth management strategies, and private banking services.</li> <li>Excellent communication and interpersonal skills.</li> <li>A client-focused mindset with a commitment to building lasting relationships.</li> </ul> About the company Inspire Selection is an award winning recruitment agency, headquartered in Dubai which recruits across the Middle East region. We employ highly knowledgeable, professional consultants who are experts in connecting the right people with the right opportunities. Our reputation has been built upon our honesty, integrity and our ability to source candidates of the highest calibre right across our specialist sectors. As a result, we are recruitment partners to a wide spectrum of organisations - from leading blue chip companies to smaller, local businesses. Sectors we cover include HR, Administration, Finance & Accounting, Legal, Sales & Marketing including Digital Marketing, IT, Oil / Gas / Energy, Engineering, Procurement, Manufacturing, Higher Education.

Wealth Relationship Manager

Veena Placement Services

Relationship Manager1.Acquire quality clients through networking, database, market intelligence and references from existing clients.&#8199;2.&#8288; &#8288;Generate Cross Sell revenue through Financial Planning.&#8199;3.&#8288; &#8288;Promote Focus Product of the month.&#8199;4.&#8288; &#8288;Maintain records of business on internal software.&#8199;5.&#8288; &#8288;Induct new clients to the Central Dealing Desk for smooth interaction and services.&#8199;6.&#8288; &#8288;Liaison with Central Dealing Desk for revenue generation and query resolution.&#8199;7.&#8288; &#8288;Conduct activities for Client Acquisition and Financial Planning.&#8199;8.&#8288; &#8288;Ensure compliance as per various regulator and organization guidelines.&#8199;9.&#8288; &#8288;Maintain the brand image of the organization.10.&#8288; &#8288;Products like - MF, Insurance, Broking, FD, Bonds, PMS, FD and Wealth Mgmt Services.Job Type: Full-timePay: &#8377;200,000.00 - &#8377;500,000.00 per yearBenefits:<ul><li>Health insurance</li></ul>Work Location: In person

Relationship Manager- B2C (Wealth)

Bharti Consultants

<div>Key Roles &amp; Responsibilities: 

<ul><li>To be responsible for managing Key Clients &ndash; HNIs and Ultra HNIs and provide expert relationship management experience.</li>
<li>In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth.</li>
<li>Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors and maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients.</li>
<li>Ensure regular engagement with mapped relationships and maintain quality of portfolio by ensuring profitability at each client level and showcase full range of consumer and commercial banking products to existing and potential Key Clients of the Bank and harness incremental business opportunities across all products.</li>
<li>Contributing to the development of new products and services, by channelizing self and customer feedback to the respective Program Teams and ensure compliance to Know Your Customer (KYC) and Anti Money Laundering (AML) requirements in all dealings with existing and potential customers.</li>
<li>Participate in cross-functional activities that help promote and nurture collective responsibility to the bigger objectives of the institution</li>
</ul>
Required Skills
bom</div>

IDFC - WFRM / CA RM / BSM / NRI - Banglore - NOV

<div>Job Profile: 

<ul><li>Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category &ndash; A priority customers</li>
<li>Sources new bank customers through external individual efforts and acquisition channel</li>
<li>Ensures high levels of customer service orientation and application of bank policy</li>
<li>Cross sells bank products to existing set of Customers</li>
<li>Informs customers of new products or product enhancements to further expand the banking relationship</li>
<li>Plans and conducts special sales initiatives and events for prospective and existing clients</li>
<li>Coordinates with other group companies to provide seamless access to other products</li>
<li>Maintains complete relationship record for assigned customer accounts</li>
</ul>
Job Requirements:
<ul><li>Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services</li>
<li>MIS generation</li>
<li>Graduate - 4 -6 years of experience AMFI / IRDA</li>
<li>Post Graduate - 2 -4 years of experience AMFI / IRDA</li></ul> 

Required Skills
imperia relationship manager, Burdundy RM, Insignia RM, Portfolio Handling, priority relationship manager, city gold rm, wealth relationship manager, Wealth RM</div>

KMBL - Affluent RM - Gurgaon - Aashwarya- Nov

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

Confidential

<div>
 
 Are you ready to take the next step in your financial services career? We&rsquo;re looking for a motivated
 
 Assistant Relationship Wealth Manager
 
 to support client acquisition and relationship development with High-Net-Worth Individuals (HNWIs). This is an exciting opportunity for an early-career professional to learn from experienced managers while contributing directly to commercial success.
 
 
 
 
 
 
 What You&rsquo;ll Do
 
 
 <ul>
 <li>
 
 Engage &amp; Acquire:
 
 Identify and pursue new leads through networking, referrals, events, and digital platforms.
 </li>
 <li>
 
 Client Interaction:
 
 Conduct in-person and virtual meetings to understand client goals and present tailored investment proposals.
 </li>
 <li>
 
 Market Insight:
 
 Stay informed on global investment trends and client preferences, especially in alternative investments.
 </li>
 <li>
 
 Commercial Support:
 
 Assist in onboarding clients, track pipeline progress, and help achieve team targets.
 </li>
 <li>
 
 Collaborate &amp; Grow:
 
 Work closely with senior managers for mentorship and contribute to a culture of learning and high performance.
 </li>
 </ul>
 
 
 
 
 
 What We&rsquo;re Looking For
 
 
 <ul>
 <li>
 
 Education:
 
 Bachelor&rsquo;s in Finance, Economics, or Business (Postgraduate or CFA preferred).
 </li>
 <li>
 
 Experience:
 
 Minimum 2 years in Treasury, Private Banking, Wealth Management, or Financial Services.
 </li>
 <li>
 
 Certification:
 
 CMA Kuwait Rules and Regulations required.
 </li>
 <li>
 
 Skills:
 
 Entrepreneurial drive and commercial acumen
 </li>
 <li>
 Excellent communication in Arabic and English
 </li>
 <li>
 Digital readiness and MS Office proficiency
 </li>
 <li>
 Strong client focus and resilience
 </li>
 </ul>
 
 
 
 
 
 Why You&rsquo;ll Love This Role
 
 
 
 You&rsquo;ll join a dynamic environment where innovation meets client-centric excellence. If you&rsquo;re passionate about wealth management and eager to grow, this is your chance.
 
 
 
 
 
 📩
 
 Apply Today
 
 and start building your future in wealth management.
 
</div>

Assistant Wealth Manager

NamasteAi

<div>
 
 
 Job Title:
 
 Wealth Manager
 
 
 
 Location:
 
 Dubai, United Arab Emirates
 
 
 
 Experience Level:
 
 3-4 Years (Open to Senior profiles as well with experience of 4 years &amp; above)
 
 
 
 Mandatory Requirement:
 
 Candidates Applying for this role are required to have an active clientele.
 
 
 
 
 
 
 Job Overview:
 
 
 
 We are seeking a motivated and experienced Wealth Manager with 3-4 years of experience to join our team. The ideal candidate will provide clients with comprehensive financial advice and planning services, helping them achieve their financial goals and secure their financial futures. The Wealth Manager will work closely with clients to understand their financial needs and develop personalized strategies that cover investments, insurance, etc.
 
 
 
 
 
 
 Key Responsibilities:
 
 
 
 
 Client Acquisition and Business Development:
 
 
 <ul>
 <li>
 Actively prospect for new clients through networking, referrals, and personal outreach.
 </li>
 <li>
 Maintain and grow a client base by providing excellent service and developing trust-based relationships.
 </li>
 <li>
 Continuously seek opportunities to cross-sell additional financial products and services.
 </li>
 </ul>
 
 
 
 
 
 Client Relationship Management:
 
 
 <ul>
 <li>
 Establish and maintain long-term relationships with clients by providing personalized financial advice.
 </li>
 <li>
 Conduct in-depth assessments of clients&rsquo; financial situations, including income, expenses, liabilities, and risk tolerance.
 </li>
 </ul>
 
 
 
 
 
 Financial Planning and Strategy:
 
 
 <ul>
 <li>
 Offer guidance on investment strategies, including asset allocation, portfolio management, and risk mitigation.
 </li>
 <li>
 Regularly review and update financial plans to reflect changes in the client's life or market conditions.
 </li>
 </ul>
 
 
 Investment and Product Knowledge:
 
 
 <ul>
 <li>
 Educate clients on a range of financial products that we provide.
 </li>
 <li>
 Recommend appropriate investment products based on clients' goals.
 </li>
 </ul>
 
 
 
 
 
 Regulatory Compliance and Risk Management:
 
 
 <ul>
 <li>
 Ensure all advice and product recommendations comply with industry regulations and company policies.
 </li>
 <li>
 Keep up to date with changes in financial laws and regulations to maintain compliance.
 </li>
 <li>
 Maintain accurate client records, including financial plans, recommendations, and ongoing communication.
 </li>
 </ul>
 
 
 
 
 
 Qualifications and Skills:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Business, or a related field.
 </li>
 <li>
 
 3-4 years of experience
 
 as a Wealth Manager or in financial planning, investment advisory, or wealth management.
 </li>
 <li>
 Professional certifications such as
 
 Certified Financial Planner (CFP)
 
 ,
 
 Chartered Financial Analyst (CFA)
 
 ,
 
 Chartered Financial Consultant (ChFC)
 
 are preferred.
 </li>
 <li>
 Strong knowledge of financial products &amp; investment strategies.
 </li>
 <li>
 Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear, concise manner.
 </li>
 <li>
 Proven ability to develop and implement personalized financial plans.
 </li>
 <li>
 Expertise in the investment and banking sector will be considered an advantage.
 </li>
 </ul>
 
 
</div>

Wealth Manager

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