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
• 
  

Product Exposure:

Products may include, depending on availability and applicable regulations:

• Private Equity
• Pre IPO or Unlisted Opportunities
• Alternative Investment Funds (AIFs)
• PMS & Mutual Funds
• Structured Investments
• Insurance
• Real Estate
• Offshore & International Funds
• Global Private Markets & Alternative Investments

All such products are introduced on a referral basis through the relevant authorised product provider or regulated partner.

Compliance & Referral Framework:

Relationship Managers must operate strictly within Risify's internal compliance framework and the permitted scope of their role.

They will:

• Provide product information and facilitate introductions
• Clearly communicate risks, liquidity and investment tenure
• Maintain proper records of client interactions and referrals
• Follow applicable KYC and AML and documentation processes
• Never guarantee returns or capital protection
• Refer clients to the relevant authorised provider for detailed product advice, suitability assessment, onboarding and execution

Relationship Managers will not independently provide personalised financial advice, portfolio recommendations, brokerage, execution, custody or fund management services.

Desired Candidate Profile

Experienced professionals only, no freshers.

Relevant experience should be in one or more of:

• Wealth Management
• Financial Advisory
• Private Banking
• Stock Broking or Capital Markets
• Investment Distribution
• HNI and UHNI Relationship Management

Experience dealing with HNIs, UHNIs, Family Offices, affluent clients or NRIs will be strongly preferred.

Skills & Qualifications:

• Graduate degree required
• Strong understanding of financial markets and investment products
• Excellent communication, networking and relationship management skills
• Strong business development and closing capability
• Comfortable showcasing private market and alternative investment opportunities
• MBA or CFA or CA or CFP preferred but not mandatory
• Ability to independently build and grow a client franchise

Compensation & Growth:

• Competitive Fixed Salary
• Attractive Revenue or Profit Sharing
• Performance Based Incentives
• Unlimited Earning Potential linked to performance
• Long term career growth
• Potential ESOP or ownership opportunities based on performance and tenure

Why Join Risify?

• Build your own client franchise in Dubai
• Work with HNIs, UHNIs and Family Offices
• Strong exposure to private markets and alternative investments
• Access opportunities across India, UAE and global markets
• Pure relationship & referral led business model
• Access multiple institutional and product partners
• Entrepreneurial, performance driven environment
• Significant earning potential linked to business generated
• Grow with Risify, a group company of Analah

Analah Group & Risify Overview:

Analah is a diversified investment and financial services group operating across Private Equity, Wealth Management, Mutual Funds, PMS, AIFs, Insurance, Real Estate and Global Investments.

Risify is a UAE based financial referral and relationship platform and a group company of Analah.

Risify Capital is licensed in the Meydan Free Zone, Dubai, with business activities including:

• Investment Advisory Services
• Management Consultancy Activities

For the Risify Wealth Team, all investment products are handled strictly on a referral or introduction basis. The Meydan license also states that relevant authority approvals must be obtained where additional approvals are required.

Employment Type

• Full-time