الوصف الوظيفي
This is a hybrid role, combining client servicing with operational and administrative responsibilities. As the Assistant Relationship Manager, you will support the Relationship Manager (RM) in managing client accounts, preparing documentation, and handling operational tasks such as trade settlements and reconciliations. You will also serve as the point of contact for client queries when the RM is travelling or unavailable
Client Details
Our client is a global investment management firm with a strong presence in the Middle East, specialising in structured products, alternative investments, and asset advisory services. The firm services a sophisticated client base that includes HNWIs, family offices, and institutional investors. With a growing footprint in the region, the Dubai office is seeking a capable and dependable Assistant Relationship Manager to support front-office activities while ensuring smooth trade operations and client servicing.
Description
Serve as a secondary client point of contact, responding to client queries and service requests in a timely, professional manner.Support the RM in onboarding clients, preparing investment presentations, account documentation, and ongoing reporting.Manage trade settlement processes and ensure accurate and timely reconciliation of client transactions.Prepare monthly or ad hoc client portfolio statements and performance reports.Coordinate client payments, transfers, and cash movements with internal teams and custodians.Maintain CRM records, track follow-ups, and assist in meeting preparation and post-meeting documentation.Collaborate closely with traders, operations, and compliance to ensure smooth and compliant client servicing.Adhere to internal policies, service level standards, and relevant regulatory requirements.Provide backup support to team members and contribute to a collaborative team environment.
Profile
Qualifications and Experience:
Bachelor's degree in Finance, Accounting, Economics, or related field.2-4 years of experience in a client servicing, investment operations, or trade support role within financial services.Strong knowledge of trade settlement, reconciliation, and client onboarding procedures.Familiarity with investment products (structured notes, funds, mandates) is a strong advantage.Proficient in Excel and financial systems; experience with CRM and portfolio management tools is a plus.
Skills and Attributes:
Strong analytical, organizational, and problem-solving skills.High attention to detail and ability to manage multiple tasks under tight deadlines.Confident communicator with a professional demeanour and strong interpersonal skills.Team-oriented, reliable, and proactive, with a client-first mindset.
Job Offer
Join a globally recognised investment firm with a growing presence in the region.Exposure to both front-office and operations-ideal for candidates seeking well-rounded experience.Opportunity to engage with high-profile clients and learn across investment products and client life cycles.Competitive compensation, supportive team culture, and long-term growth opportunities in relationship management or operations.
