Sales Relationship Manager

Our client is a leading Asset Management firm located in the heart of the Dubai

International Financial Centre (DIFC), regulated by the Dubai Financial Services

Authority (DFSA) Cat 3C.

Ø With a leading digital platform and access to global markets and exclusive private

deals, we are well structured to service clients from various geographies and diverse

investment interests.

Ø What differentiates us from our competitors, is our independence and our capacity to

innovate. We actively manage our own Equity and Fixed Income Portfolios, using a

modern-day value investment style based on fundamentals, helped by a

macroeconomic overlay and a quantitative optimisation.

Ø You will have the opportunity to work with a seasoned, well-established, and very

international team, where everyones opinions and inputs are important.

Responsibilities:

Ø Develop and maintain long-term relationships with HNW & UHNW clients by

understanding their unique financial needs and objectives. Becoming their trusted

advisor / investment manager.

Ø Generate growth in AUM and revenue streams that will ensure delivery of the

financial plan and achievement of Individual and Firms Targets against Key

performance Indicators while maintaining a high standard of service quality.

Ø Job responsibilities will include acquisition of HNW & UHNW clients, advising clients

regarding their investment needs, in strict compliance with applicable rules and

regulations and providing high levels of service.

Ø Actively define your strategy to develop your clients portfolios using the full breath of

the firms products and capabilities.

Ø An active team member, ready to contribute for the development of the commercial

and investment areas with ideas and suggestions.

Ø Achieve individual targets against KPIs, including revenue targets, client base growth

(AUM) and account profitability, while maintaining a high standard of service quality.

Ø To act as the first line of defence, performing KYC / AML reviews, including periodic

reviews & Due Diligence reviews in a timely manner by maintain satisfactory Control

& Compliance environment with full adherence to DFSA rules and regulations and

Company Policies and Procedures.

The Successful Applicant should have the following:

Ø Currently working at a well-established Private Bank, Asset Management or Wealth

Management firm with not less than 5 years of experience at Senior level.

Ø At least a bachelor's degree in finance, business management or a related field from

a reputable university.

Ø Strong knowledge of financial products, financial markets, and wealth management

principles.

Ø Have an established book of HNW & UHNW clients, and relationships with family

offices and/or institutions.

Ø Business Plan for the first 3 years.

Ø Generate growth in AUM and revenue streams that will ensure delivery of the

financial plan.

Ø Continue to grow your existing relationships and acquire new ones.

Ø Exceptional communication, negotiation, and relationship-building skills.

Ø Motivation and team spirit is essential, strong sense of group.

Ø Interest and knowledge to explore alternative asset classes: venture capital, hedge

funds, crypto instruments, etc.

Ø Fluent English, additional languages a plus.

Ø Impeccable work ethics.

Ø Professional certifications such as CFP, CISI or equivalent are highly desirable.