Senior Relationship Manager, NRI Coverage, Wealth & Investment Manager, Dubai

Mandate Status: 
Active
Mandate Code: 
PID001/9/111
- An independent wealth and investment management firm is looking to strengthen their platform by hiring a Senior Relationship Manager to cover NRI clients, based out of Dubai
- Aim to hire an individual with high level connectivity to family offices, UHNW and HNW individuals
- Client operates an open architecture platform, partnering with private banks to provide a wider product offering

Requirements: 

  • Candidates with at least 8+ years of experience in private banking
  • Candidates must show connectivity with family offices and U/HNW individuals and have a demonstrable track record of originating business in this space
  • Demonstrate an understanding of the product requirement of your client base and a track record of clients taking up products based upon your advice
  • A comfort level with the concept of originating assets from an existing client base who have not previously been serviced in such a manner is key

Responsibilities: 

  • Originate transaction and advisory services for the platform from a regional client base brought in by the candidate
  • Generate and sell advisory services and investment programs across asset classes, investment styles, themes and risk-adjusted return objectives
  • Advise on raising financing from liquid assets and bespoke structures, providing effective solutions to clients
  • Effectively collaborate with the team to fully utilise key relationships and build new client base through a MultiStrategy based approach to investment management
  • Keep up-to-date knowledge of economic / market trends to provide innovative client services by combining asset management and wealth management capabilities
  • Maintain a strong relationship with clients to ensure service satisfaction and meet ongoing requirements
  • Conduct regular appraisals of clients’ portfolios, check that investments remain within objectives and risk boundaries

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