Assistant Relationship Manager – Elite (UAE National)

About the role

Support Relationship Managers in managing and expanding a portfolio of affluent, High‑Net‑Worth and Ultra‑High‑Net‑Worth clients, delivering exceptional service and ensuring compliance.

Key responsibilities

• Maintain regular communication with clients, respond to inquiries, and assist in onboarding new accounts.
• Coordinate client meetings, portfolio reviews, and investment discussions, preparing performance reports and summaries.
• Execute investment transactions, support wealth‑management solutions, and liaise with Investment Advisors and Product Specialists.
• Identify business development opportunities, support cross‑selling of investment, insurance, deposit, treasury and lending products.
• Ensure timely execution of client instructions, liaise with Operations, Custody, Treasury and Compliance teams.
• Maintain adherence to KYC, AML, FATCA, CRS and other regulatory requirements, escalating any concerns.

Required profile

• Bachelor’s degree in Finance, Economics, Business Administration, Banking or related field.
• 3–5 years of experience in Wealth Management, Private Banking, Priority Banking, Investment Advisory Support or Relationship Management.
• Understanding of investment products, mutual funds, structured products, fixed income, insurance and treasury solutions.
• Knowledge of UAE banking regulations and compliance requirements.

Required skills

• Strong client service and relationship‑building abilities.
• Ability to prepare portfolio reviews, performance reports and investment summaries.
• Proficiency in coordinating with multiple internal teams to ensure seamless service delivery.