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Senior Relationship/Wealth Manager

Dubai Permanent View Job Description
This Senior Wealth Manager role focuses on significantly expanding Assets Under Management (AUM) by acquiring and nurturing Ultra-High Net Worth Individual (UHNWI) clients across Europe and the Middle East. It demands a proven blend of "hunting" for new clients and "farming" existing relationships, providing tailored financial solutions while ensuring full regulatory compliance.
  • Competitive Salary & Benefits
  • Good career progression

About Our Client

This firm is a Swiss wealth management company based in Dubai, offering bespoke services to private, external asset managers, and institutional clients. They provide a range of offerings including investment advisory, direct access trading, alternative investments, and comprehensive reporting, combining Swiss precision with regional market opportunities.

Job Description

  • UHNWI Client Acquisition ("Hunting"): Proactively identify, target, and acquire new Ultra-High Net Worth Individual clients across Europe and the Middle East to significantly grow Assets Under Management (AUM).
  • Relationship Management & Portfolio Growth ("Farming"): Cultivate and expand relationships with existing UHNWI clients, providing comprehensive wealth management solutions and ensuring portfolio growth.
  • Tailored Financial Solutions: Design and implement bespoke investment strategies that align with the unique financial goals, risk profiles, and liquidity requirements of UHNWI clients.
  • Compliance & Risk Management: Ensure strict adherence to all internal policies, compliance frameworks, and relevant regulatory requirements in the jurisdictions of operation.
  • Cross-Functional Collaboration: Collaborate effectively with internal teams and product specialists to deliver seamless client service and leverage the firm's full suite of offerings.



The Successful Applicant

  • Possesses 7+ years of progressive wealth management experience, specifically with a proven track record in managing and growing UHNWI client relationships.
  • Demonstrates exceptional ability in both "hunting" (acquiring new UHNWI clients) and "farming" (deepening existing client relationships) to expand AUM.
  • Holds relevant financial qualifications (e.g., CFA, CISI, CFP, or equivalent) and a strong understanding of complex financial strategies for UHNWIs.
  • Is highly knowledgeable about global economic trends, market developments, and relevant regulatory requirements across European and Middle Eastern jurisdictions.
  • Exhibits outstanding interpersonal skills, strategic thinking, and the ability to build long-term trust-based relationships within a dynamic and competitive international environment.



What's on Offer

  • Significant Impact and Autonomy: This role offers a unique opportunity to directly drive AUM expansion by leveraging a blend of hunting and farming skills within a dynamic, international UHNWI client base. You'll have substantial autonomy in shaping client relationships and investment strategies.
  • Prestigious Swiss-Dubai Platform: You'll be part of a Swiss wealth management firm based in Dubai, providing access to a strategic location and combining the precision and reputation of Swiss financial expertise with the growth opportunities of the Middle East market.



Contact
Shahzeb Alam
Quote job ref
JN-062025-6768014

Job summary

Sector
Banking & Financial Services
Subsector
Portfolio / Fund / Asset Manager
Industry
Financial Services
Location
Dubai
Contract type
Permanent
Consultant name
Shahzeb Alam
Job reference
JN-062025-6768014
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