HNWI Relationship Manager / Investment Manager at Agilec
Dubai, Abu Dhabi, United Arab Emirates -
Full Time


Start Date

Immediate

Expiry Date

16 Nov, 26

Salary

0.0

Posted On

18 Aug, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Yes

Skills

Industry

Banking & Credit

Description



About the Role

We are looking for an experienced Investment Manager / HNWI Relationship Manager to join our client's expanding team. In this role, you will act as a true investment consultant, building relationships with Russian-speaking HNWIs globally and managing bespoke trading and portfolio strategies.

Requirements

  • Experience: Minimum 3+ years in investment banking, wealth management, or stock brokerage.  
  • Book of Business: Demonstrated track record of managing $10M+ AUM and acquiring HNW individuals.  
  • Market Knowledge: Deep understanding of stock markets, equities, fixed income, options, and futures.  
  • Consultative Approach: Ability to independently explain, design, and discuss stock market strategies rather than just selling pre-packaged products.  
  • Languages: Fluent Russian + Upper-Intermediate (B2) or higher English.  
  • Education: Higher education in Economics, Finance, or International Relations preferred.  
  • Travel: Willingness to undertake business travel (up to 90 days/year for RF citizens).


Key Responsibilities

  • Attract and onboard High-Net-Worth clients (capital from $1M+) globally, focusing on CIS, UAE, Europe, and international hubs.  
  • Build and manage a client portfolio with a target of $10M+ AUM in the first 12 months.  
  • Expand your sales pipeline using personal networks, referrals, partner channels, and industry events.  
  • Conduct in-person and online client presentations and consultations.  
  • Formulate custom investment strategies using company research and model portfolios.  
  • Manage the full client onboarding cycle, including account opening, KYC/compliance, and asset transfers.  
  • Retain clients, maintain CRM data, and hit performance targets.

Responsibilities
Loading...