Relationship Manager – Pinpoint HR

Country: UAE
Job ID: 402730

Pinpoint HR is hiring for our client, a leading boutique wealth management firm based in the Dubai International Financial Centre (DIFC), servicing clients globally is hiring for their Dubai office. The firm currently manages assets of approximately $1 billion. The firm is launching a Global Multi-Asset Income Fund and is working on other funds and structured note programs. As part of it’s growth plans, the firm will hire Relationship Managers who will be responsible for raising assets for the firm’s products and services.
Responsibilities
 Responsible for Private Banking relationship management and asset raising
 Communicate and meet with clients/prospects on a pro-active basis and respond to their inquiries and requests in a timely and accurate manner
 Provide advice on investments/financial solutions based on clients’ identified needs
 Provide clients with innovative financial solutions and attractive investment opportunities to meet their needs and expectations
 Work with HNW/UNHW portfolios to reach financial targets
 Prepare monthly reports on performance progress

Skills
The ideal candidate will manage and service an existing portfolio of clients with AUM in excess of +$100m
Should have ability to transfer and acquire Private Banking/EAM clients in the region
Minimum of 8-10 years of experience in asset raising, Private Banking/EAM and sales
Attributes
Energetic, smart, eager person who is confident to move his/her existing clients
Strong work ethic, professional understanding of regional business and economics
Strong communication skills
Education
Bachelor’s Degree in Finance, Accounting, Economics or similar disciplines, preferably Masters in Business Administration (MBA)
CISI level 4, CFP, CAIA, or CFA qualifications preferred.
Language
Fluency in English (verbal and written)
Arabic language preferred when possible

Job Details

Job Location: Dubai, United Arab Emirates
Job Role: Finance and Investment
Company Industry: Investment, Securities & Funds

Preferred Candidate

Career Level: Mid Career
Degree: Bachelor’s degree

Apply Now!

Leave a Reply

Your email address will not be published. Required fields are marked *