15/05 Kanika
Co-Founder at Women Entrepreneur Network

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Senior Relationship Manager - Wealth - HNI/UHNWI - BFSI (4-6 yrs)

Middle East/Abu Dhabi Job Code: 451024

Position - SRM (Wealth)

Reports to - Unit Head/Team Leader

Individual Role.

Handling HNI/ UHNWI clients

Job Description:

- You will be tasked with sourcing new customers for the Wealth Management business

- Focusing on developing a book of clients.

- Bring in assigned/target upfront revenue for the business.

- Increase assets under management.

- Bring in fresh deposits as per target.

- To provide & maintain, on an ongoing basis, a daily sales report, figures, forecasting & any other records which may be required by the Team Leader/Cluster Head to keep up-to-date records of sales & performance.

- Understanding the needs of the end customer & providing appropriate financial solutions.

- Handling of Relationship to aid customer for all his wealth requirements.

- To ensure customer documentation is complete & in compliance with the bank's requirements.

- To help coordinators resolve discrepancies associated to customer documentation.

- Identify and segment the target market for potential new business opportunities.

- Manage client relationships to achieve assigned sales revenue and customer acquisition revenue based on the individual's potential and affinity towards those client segments.

- Maintain regular contact with clients including regular face to face meetings where you will be expected to profile clients risk and return aspirations and deliver a tailored portfolio of products.

- Provide a genuine advisory approach to clients thus becoming their first port of call on Wealth Management requirements.

- Build relationships with key clients and influences across the UAE Market, primarily the Abu Dhabi market, seeking referrals to grow your list of clients.

- Adhere to a robust control framework ensuring that your communications with client meet internal control standards and external regulatory requirements - Ensure Quality and consistent service delivery at all touch points for all clients - Continuously provide feedback on competitive activities to the product and business team to track market developments.

- Attending product training, to be up to-date with the market developments.


You should have proven experience of working as either a Wealth Manager or Private Banker who is currently managing a book of HNW clients. Minimum 5 years experience in Wealth Management or Private Banking.

- Strong knowledge of financial products and services, with a good understanding of how economic events impact global markets.

- A good knowledge of operational and regulatory environments is essential

- Fluency in English is a must.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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