Senior Relationship Manager – HNWI Wealth Management
Freedom Finance MENAT · Doubaï
وصف الوظيفة
About the role
Freedom Broker Global Markets, a subsidiary of Freedom Holding Corp. (FRHC) licensed by the FSRA of Abu Dhabi Global Market (ADGM), is building an elite Wealth Management team focused on serving ultra-high-net-worth clients. The Senior Relationship Manager will act as the primary advisor for a high-net-worth client portfolio, helping to grow assets under management.
Key responsibilities
- Identify, prospect and acquire Qualified Investor Clients (per ADGM FSRA rules), targeting HNWIs through a structured business development plan, professional networks and referrals.
- Act as the main relationship manager for an HNWI portfolio: understand their financial goals, give tailored guidance, work with internal teams on market insights and expand assets under management.
- Cross-sell the firm's full brokerage product suite and hit targets for new accounts, client AUM and trading volume.
- Track the sales pipeline, client activity and KPIs in the CRM and report precisely and on time, sharing market insights with senior leadership.
Required profile
- 8+ years of sales experience in a regulated brokerage, private bank or wealth management firm across international capital markets.
- Proven track record of acquiring and managing HNWI clients.
- In-depth knowledge of the ADGM framework or an equivalent regulator (DFSA, FCA, SEC); prior experience with an ADGM 3A licensee is a significant advantage.
- Strong understanding of global financial markets and investment products.
- Excellent communication, presentation and negotiation skills in English; Arabic is a strong advantage.
- Relevant financial qualifications (e.g. CFA, CISI) preferred; existing HNWI contacts in the GCC are highly desirable.
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Freedom Finance MENAT
Doubaï
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