Job Description

Roles & Responsibilities

Role Overview:

We are hiring experienced wealth and financial services professionals to build relationships with HNIs, UHNIs, Family Offices, entrepreneurs and NRI investors in the UAE.

The role focuses on:

• Client acquisition
• Relationship management
• Understanding client investment interests
• Showcasing relevant investment opportunities
• Referring clients to authorised product providers
• Business development and revenue generation
• Building a long term client franchise

This is a referral led role and not a personalised financial advisory or execution role.

Key Responsibilities:

• Acquire and manage HNI and UHNI and Family Office relationships
• Conduct regular client meetings and build a strong UAE investor network
• Understand clients' broad investment interests, liquidity needs and investment horizons
• Showcase relevant products and private market opportunities
• Introduce clients to appropriate fund managers, brokers, insurers, financial institutions, distributors and other authorised product providers
• Coordinate meetings, documentation and transaction follow ups
• Build referral relationships with bankers, consultants, accountants and professional intermediaries
• Generate repeat business and referrals
• Achieve agreed client acquisition, transaction, AUM and revenue targets
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