Role Overview

The 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 firms internal policies.

Key Responsibilities

• Build and manage a portfolio of HNI and NRI clients including proactively sourcing new clients and deepening engagement with existing clients.
• Conduct comprehensive client assessments to understand risk profile and investment objectives ensuring investment allocations are consistent with the firms approved products and regulatory guidelines.
...