relationship manager

finance manager

financial analyst

manager

financial controller

wealth manager

Al Hodood Technologies 

We are seeking an experienced Relationship Manager &ndash; Wealth Management (Mutual Funds) to manage and grow a portfolio of High-Net-Worth (HNI) and Non-Resident Indian (NRI) clients. The ideal candidate will have strong expertise in Mutual funds investment advisory, portfolio management, and financial planning, along with a solid understanding of UAE Securities and Commodities Authority (SCA) regulations.This role requires a proactive professional who can deliver high-quality advisory, drive AUM growth, and build long-term relationships in a competitive financial market.Key Responsibilities<ul><li>Manage and grow a portfolio of HNI/NRI clients, ensuring high levels of client satisfaction and retention.</li><li>Provide investment advisory across mutual funds</li><li>Conduct risk profiling, develop tailored financial plans, and ensure suitability of all recommended products.</li><li>Ensure full compliance with UAE SCA regulations, internal policies, and all regulatory requirements.</li><li>Acquire new clients through networking, referrals, and business development strategies.</li><li>Prepare and present portfolio reviews, performance updates, and investment recommendations.</li><li>Achieve AUM, revenue, and sales targets consistently.</li></ul>Requirements<ul><li>8+ years of experience in Wealth Management, Private Banking, or Investment Advisory, Mutual funds experience</li><li>Proven track record managing HNI/NRI portfolios in the UAE or GCC.</li><li>Strong knowledge of UAE SCA rules, compliance standards, and investment suitability guidelines.</li><li>Excellent understanding of financial markets and investment products.</li><li>Outstanding communication, relationship-building, and negotiation skills.</li><li>Ability to work independently and manage high-value clients with discretion and professionalism.</li><li>Bachelor&rsquo;s degree in Finance, Business, Economics, or related field (professional certifications like CFA, CFP, CISI are an advantage).</li></ul>What We Offer<ul><li>Competitive salary + performance-based incentives</li><li>Health insurance and standard UAE benefits</li><li>Strong platform for growth within a leading financial institution</li><li>Access to premium investment products and research</li></ul>Job Type: Full-timePay: AED10,000.00 - AED20,000.00 per month

Mutual Fund Advisor (Financial services - Hindi speaker)

We are seeking an experienced Relationship Manager &ndash; Wealth Management to manage and grow a portfolio of High-Net-Worth (HNI) and Non-Resident Indian (NRI) clients. The ideal candidate will have strong expertise in investment advisory, portfolio management, and financial planning, along with a solid understanding of UAE Securities and Commodities Authority (SCA) regulations.This role requires a proactive professional who can deliver high-quality advisory, drive AUM growth, and build long-term relationships in a competitive financial market.Key Responsibilities<ul><li>Manage and grow a portfolio of HNI/NRI clients, ensuring high levels of client satisfaction and retention.</li><li>Provide investment advisory across asset classes including equities, fixed income, structured products, mutual funds, offshore products, and insurance solutions.</li><li>Conduct risk profiling, develop tailored financial plans, and ensure suitability of all recommended products.</li><li>Ensure full compliance with UAE SCA regulations, internal policies, and all regulatory requirements.</li><li>Acquire new clients through networking, referrals, and business development strategies.</li><li>Prepare and present portfolio reviews, performance updates, and investment recommendations.</li><li>Achieve AUM, revenue, and sales targets consistently.</li></ul>Requirements<ul><li>8+ years of experience in Wealth Management, Private Banking, or Investment Advisory.</li><li>Proven track record managing HNI/NRI portfolios in the UAE or GCC.</li><li>Strong knowledge of UAE SCA rules, compliance standards, and investment suitability guidelines.</li><li>Excellent understanding of financial markets and investment products.</li><li>Outstanding communication, relationship-building, and negotiation skills.</li><li>Ability to work independently and manage high-value clients with discretion and professionalism.</li><li>Bachelor&rsquo;s degree in Finance, Business, Economics, or related field (professional certifications like CFA, CFP, CISI are an advantage).</li></ul>What We Offer<ul><li>Competitive salary + performance-based incentives</li><li>Health insurance and standard UAE benefits</li><li>Strong platform for growth within a leading financial institution</li><li>Access to premium investment products and research</li></ul>Job Type: Full-timePay: AED10,000.00 - AED20,000.00 per month

Relationship Manager – Wealth Management (HNI/NRI)

deVere London

We are recruiting experienced Financial Advisors who are looking to join a forward-thinking, industry-leading Wealth Management Consultancy with licenses to operate across the global regions.The deVere Group of Companies are the world&rsquo;s premier wealth tech and advice organization. deVere Group, via its well-regulated subsidiaries, is able to access cutting edge technology to offer the best (often exclusive) products and opportunities in the International Financial Services sector.We are an award-winning company &ndash; we have dominated the FinTech industry and introduced the #1 training and support platform available to wealth managers in the industry for both on-boarding and Continued Professional Development.This is an opportunity to work from one of our offices across the most beautiful cities globally.What does the ideal person look like?&middot; Minimum of 36 months private/personal financial advisory experience in building and maintaining your own portfolio.&middot; Experience with expatriate clients&middot; European market experience preferable.What do we offer?&middot; A generous pay structure on all products, with a weekly pay run.&middot; Defined career progression.&middot; World-class training platform and CPD support.&middot; Fantastic, fast-paced working environment.&middot; Dedicated Administration and Compliance support.&middot; Bespoke CRM.&middot; Access to exclusive financial products, along with full product training.Job Type: Full-timePay: From AED380,000.00 per yearApplication Question(s):<ul><li>Are you currently advising clients on investment opportunities?</li><li>Do you have your own book of clients?</li><li>Are you bilingual or native speaking English?</li><li>Are you comfortable with an results-driven role, with uncapped commissions paid weekly, and a passion and drive for financial sales with the ability to earn in excess of &pound;100,000 in year one?</li></ul>

Financial Advisor

Xapo Bank

<div><div>Work from anywhere, impact everywhere

Diversity is at the heart of who we are at Xapo Bank. We're a fully distributed team of over 180 Xapiens that work remotely from 40+ countries around the world.

Our beginning: A world that enjoys economic freedom and wealth protection, no matter where you live or who is running your country.

To achieve that, we search the world for the best people for the job. We work hard, think globally, and inspire each other to learn and grow. We are committed to changing the way things are done. 


Risk is inherent in all of our business activities and managing risk well is the responsibility of every Xapien. Sound risk management enables us to serve our customers and deliver value for our shareholders, and helps make Xapo a great place to work. 


Although we are headquartered in Gibraltar, this is a full time, 100% remote position 
Work from anywhere!</div> 
Position overview

The Relationship Manager role is an integral part of the Relationship Management department and will be responsible for managing an assigned portfolio of both institutional and retail accounts at Xapo Bank. Relationship Managers are responsible for identifying leads, building relationships with their clients and assisting them when the need arises on all Xapo Banks products. Relationship Managers are tasked with achieving a defined revenue target through retention of existing business and acquisition of new business, in order to maximise the bank's profitability.

Responsibilities
<ul>
<li>Onboard and maintain institutional and retail relationships in the region.</li>
<li>Understand their client needs and formulate appropriate solutions to meet the needs based on the customers circumstances and risk appetite.</li>
<li>Act as an escalation point regionally for Customer Success Advisors when providing banking services to customers.</li>
<li>Attend regional events to promote the Xapo brand and obtain new leads. Meet existing customers face to face to grow relationships.</li>
<li>Monitor customers portfolio and provide timely update to clients as appropriate.</li>
<li>Be an expert in the products Xapo offers, perform regular reviews with customers to re-assess client's risk profile and wealth management needs.</li>
<li>Perform tasks in accordance with regulatory and compliance requirements.</li>
<li>Achieving your KPIs/targets in alignment with the overall objectives of the team and business.</li>
<li>Providing product demonstrations to prospects and customers.</li>
<li>Working alongside the team to draw up strategies to increase customer base and cross selling opportunities to grow AUM.</li>
<li>Take all measures, go above and beyond, to ensure clients needs are met whether this is through the onboarding process or when they have become a member.</li>
<li>Keeping up-to-date with advancements in the crypto and traditional finance industries.</li>
<li>Escalate issues that are specific to the region to Product and other partner teams.</li>
</ul>
Skills needed
<ul>
<li>Fluent in English; fluency in Arabic is highly desirable.</li>
<li>5+ years of customer facing banking experience in private banking, private wealth, investment banking or commercial banking.</li>
<li>Professional or personal exposure to the crypto markets.</li>
<li>Track record of originating leads and managing existing relationships with customers in the financial services industry.</li>
<li>Confidence in orchestrating face to face and online meetings with customers and handling enquiries from prospects at industry events.</li>
<li>Track record of achieving KPIs/targets relating to conversion and AUM growth.</li>
<li>Strong regional network in the Dubai/UAE financial services sector.</li>
<li>A solid understanding of fiat payment rails and stablecoins.</li>
</ul>
Other requirements
<ul>
<li>A dedicated workspace.</li>
<li>A reliable internet connection with the fastest speed possible in your area.</li>
<li>Alignment with Our Values and the Xapo Values-Driven Leadership principles.</li>
</ul><div>
Why work for Xapo?

IMPACT GLOBALLY, WORK REMOTELY.
<ul>
<li>Shape the Future: Improve lives through cutting-edge technology, work 100% remotely from anywhere in the world.</li>
<li>Great work-life balance: Build amazing things with a balance of autonomy and collaborative teamwork. Set your own work schedule and make use of a flexible PTO plan when you need to recharge.</li>
<li>Expect Excellence: Collaborate, learn, and grow with a high-performance team. Learn how you learn best - from books to conferences, you'll get a yearly budget for your individual learning and development goals.</li>
</ul>
At Xapo, we prioritize consumer protection and adhere to regulatory requirements by ensuring that all Xapiens are accountable for upholding principles of fair treatment, transparency, and ethical conduct in their interactions with customers and stakeholders. 
 
Xapo Device Policy 
Consultants joining Xapo Bank must comply with the Xapo Device Policy, which governs the use of corporate-approved laptops under Corporate-Owned, Personally Purchased Device (reimbursed up to $1,500) or Corporate-Owned, Personally Enabled Device (personal device with enforced security controls). 
All devices must meet security requirements, enroll in Xapo's Mobile Device Management (MDM), and adhere to compliance rules. COPPD devices remain Xapo property with buyback options upon exit. COPED users agree to data control measures, including mandatory corporate data wipes. 
Compliance with the Xapo Device Policy is mandatory for all consultants, onboarding will not proceed without adherence to the policy.</div></div>

Relationship Manager - MENA (Remote - Work from Anywhere)

Alhodood Technologies

Role OverviewThe Relationship Manager will be responsible for acquiring, developing, and maintaining relationships with HNI/NRI clients, as well as driving growth in Assets Under Management (AUM) for the investment funds promoted by the firm. This role requires a seasoned professional with a strong track record across various investment products. The successful candidate will lead client relationship management, effectively promote approved funds, and ensure full compliance with UAE Securities and Commodities Authority (SCA) regulations as well as the firm's internal policies.Key Responsibilities<ul><li>Build and manage a portfolio of HNI and NRI clients, including proactively sourcing new clients and deepening engagement with existing clients.</li></ul><ul><li>Conduct comprehensive client assessments to understand risk profile and investment objectives, ensuring investment allocations are consistent with the firm's approved products and regulatory guidelines.</li></ul><ul><li>Develop and execute investment product promotional strategies.</li></ul><ul><li>Stay abreast of global markets, investment product launches, regulatory developments</li></ul>(especially as relevant to UAE &amp; cross-border/NRI clients) and investment themes.<ul><li>Work closely with internal teams (investment research, product specialists, operations,</li></ul>compliance) to deliver seamless client service and product implementation.<ul><li>Ensure compliance with relevant regulatory, legal and internal governance standards (UAE, FATCA for NRIs etc.)</li></ul><ul><li>Maintain and grow a strong client network within the HNI/NRI community.</li></ul>Qualifications &amp; Experience<ul><li>Experience: Minimum 8 years, ideally up to 15 years, of wealth management, private client advisory or investment/portfolio management experience with various investment products.</li></ul><ul><li>Proven track record of managing HNI or NRI client relationships</li></ul><ul><li>Educational background: Bachelor's degree in Finance, Economics, Business</li></ul><ul><li>Administration or similar; advanced qualification (MBA, CFA, CFP) preferred.</li></ul><ul><li>Excellent analytical, quantitative and financial modelling skills; capable of interpreting market trends and product strategies.</li></ul><ul><li>Exceptional communication, presentation and relationship-building skills; must be able to explain investment products clearly to sophisticated clients.</li></ul><ul><li>Self-motivated, entreprenerial mindset with ability to generate new business while managing and servicing existing clients.</li></ul><ul><li>Familiarity with UAE financial regulations, NRI investment rules and compliance frameworks.</li></ul><ul><li>Strong ethical standards, confidentiality, integrity and client-first orientation.</li></ul>Job Types: Full-time, PermanentPay: AED10,000.00 - AED20,000.00 per month

Relationship Manager - Banking / Investment Management

Overview AHS, a respected real estate organization, is seeking a highly skilled and experienced Personal Financial Manager to oversee and manage the personal financial affairs of our Founder CEO. The ideal candidate will be responsible for providing comprehensive financial planning, overseeing personal investments, handling personal cash flows and delivering strategic financial advice to ensure the financial well-being and growth of the Founder CEO's personal assets. Responsibilities <ul><li>Financial Planning and Advisory: Prepare detailed financial reports, including cash flow forecasts, budget planning, and expense tracking. Advise the promoter on tax optimization strategies, legal compliance, and financial risk management.</li><li>Financial Reporting and Documentation: Maintain accurate and up-to-date financial records and documentation. Prepare and present regular financial reports, highlighting key insights and recommendations. Conduct regular reviews of personal financial statements and net worth analysis.</li><li>Liaison with Private Bankers, Legal and Tax Advisors: Act as the primary point of contact with banks and financial institutions for all personal financial matters. Manage banking transactions, including deposits, withdrawals, credit facilities, and loan negotiations. Ensure compliance with banking requirements and maintain good relationships with key banking contacts. Coordinate with external advisors, including legal counsel, tax consultants, and wealth managers, to ensure compliance and optimize financial planning.</li><li>Asset Management: Maintain a detailed record of personal assets, including real estate, luxury assets, investments, and other properties. Oversee property management, tax optimization, and asset maintenance.</li><li>Risk Management: Identify potential financial risks and develop strategies to mitigate them. Oversee insurance policies and ensure adequate coverage for the Founder CEO's assets.</li><li>Relationship Management: Build and maintain strong, trust-based relationships with the Founder CEO. Serve as the primary point of contact for all personal financial matters. Provide exceptional service and support, addressing any financial concerns or inquiries promptly.</li></ul> Requirements <ul><li>Bachelor's degree in Finance, Accounting, Business Administration, Commerce, or a related field.</li><li>Professional certification such as CA, CPA, or CFA will be considered as an advantage.</li><li>Minimum of 5 years of experience working in personal / family office, or a similar role.</li><li>Proven experience in dealing directly with high-net-worth individuals (HNWIs).</li><li>Excellent interpersonal, communication and negotiation skills.</li><li>Strong analytical skills with attention to detail.</li><li>Problem-solving mindset with the ability to work independently.</li><li>Proficiency in financial management software and MS Office Suite.</li><li>High integrity and discretion in handling confidential financial information.</li></ul> Benefits <ul><li>Why Join AHS?</li><li>Innovative Environment : Be part of a forward-thinking company that embraces innovation and creativity in the luxury real estate market.</li><li>Career Advancement : Enjoy opportunities for professional growth and development, with a clear path for career progression.</li><li>Collaborative Culture : Join a team-oriented environment where collaboration and mutual support are highly</li><li>Competitive Compensation : Receive a competitive salary and benefits package that rewards your hard work and dedication.</li><li>Work-Life Balance : Enjoy a supportive work environment that values work-life balance and employee well-being.</li><li>Please Note : Due to the high volume of applications we receive, only shortlisted candidates will be contacted. We appreciate your understanding.</li></ul>

Personal Financial Manager

HSBC

<div>Some careers shine brighter than others.
If you&rsquo;re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further 
HSBC International Wealth and Premier Banking (IWPB)
We help customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs around the world.. 
We are currently seeking an ambitious individual to join our IWPB team, working together with colleagues to define, manage and achieve divisional business targets. 
In this role, you will:<ul><li>
Be responsible for generation of new business opportunities. The role entails implementing purely new business skills for effective and better results through relationship management in companies under the AEL List.</li><li>
Be responsible for developing the sector by ensuring HSBC is the primary bank of choice, by offering retail solutions which are relevant to the sector.</li><li>
Drive, organize and lead financial wellbeing seminars to employees within their sector and branding HSBC as a bank who also support corporate, social responsibility.</li><li>
Work closely with RMs from Corporate and Global Banking to target companies where both solutions could be offered and giving clients the advantage of our services and driving better customer experience.</li><li>
Drive sector led strategies that will help in better management of our companies and driving better outcomes through wellbeing seminars and International coverage programs.</li><li>
Also build our market position by locating, developing, defining and negotiating IWPB product solutions for the employees of our existing corporate clients within their sector</li><li>
Improve penetration within the company, the CAM will be the key point of interface between different departments within the bank and the companies and plays an important role in the elimination of risk, both in terms of operation and credit point of view.</li><li>
Be the spoke person for the sector from a retail side and will be primary responsible in driving product, marketing and policies within that sector.</li></ul> 
To be successful in the role, you should meet the following requirements:<ul><li>
A full understanding of the IWPB products (propositions) and services, including the global service standards, and the ability to communicate this effectively to customers</li><li>
Proven experience selling to and working with high net worth individuals</li><li>
Knowledge of developing a networking strategy and proven ability to achieve sales targets</li><li>
Knowledge of competitor activity and propositions</li><li>
Strong understanding of HSBC Group, including cross business awareness</li><li>
Strong communications and interpersonal skills</li><li>
Strong negotiation skills</li><li>
Excellent organizational skills</li><li>
Good team player</li><li>
Excellent analytical and problem solving skills</li><li>
Effective / seamless handover of customer relationships to those with appropriate skills to manage them</li><li>
Capacity to inspire trust</li><li>
Customer service ethic</li><li>
Graduation degree is a must &ndash; to secure a UAE Visa and Work Permit</li></ul> 
You&rsquo;ll achieve more at HSBC. 
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.
We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way. 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. 
Issued by The Hong Kong and Shanghai Banking Corporation Limited.</div>

Employee Banking Senior Corporate Account Manager (UAE National role)

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