Relationship Manager – Financial Services

About the role

The Relationship Manager will acquire and manage client relationships across HNI, UHNI, corporate and retail segments, understand investment needs and deliver suitable financial solutions while maintaining high standards of service and compliance.

Key responsibilities

• Develop and maintain strong relationships with HNI, UHNI, corporate and retail clients.
• Identify and acquire new clients through networking, referrals, business development and market outreach.
• Understand clients’ financial goals, investment requirements and risk profiles.
• Promote and explain the company’s financial and investment products and services.
• Manage the complete client relationship cycle from onboarding to ongoing servicing.
• Achieve assigned business development, revenue and client acquisition targets.
• Coordinate with internal teams including Compliance, Operations and Product teams for smooth client onboarding and servicing.
• Ensure all client documentation and KYC requirements are completed accurately and in accordance with regulatory requirements.
• Maintain regular follow‑ups with clients and identify opportunities for cross‑selling and relationship expansion.
• Keep updated on financial markets, investment products, industry developments and regulatory requirements.

Required profile

• Bachelor’s degree in Finance, Business Administration, Economics or a related field.
• 3–8 years of experience in Relationship Management, Wealth Management, Investment Advisory, Private Banking, Brokerage, Asset Management or Financial Services.
• Strong existing client network/portfolio is an advantage.
• Proven experience in client acquisition and revenue generation.
• Good understanding of financial products, investment markets and client risk profiling.
• Strong ethical standards and commitment to regulatory compliance.

Required skills

• Strong communication, negotiation, presentation and relationship‑management skills.
• UAE financial‑services experience is an advantage.
• Relevant CMA/SCA‑regulated financial‑services experience preferred.

What we offer

• Competitive salary and performance‑based incentives.
• Opportunity to work with a growing financial‑services organization.
• Exposure to HNI/UHNI and institutional client relationships.
• Career growth and professional development opportunities.