Relationship Manager - Investment Management

• Acquire preferred HNI & UHNI clients and consistently grow the active client base through referrals, networking, and channel partnerships.
  

  
  

• Manage allocated clients via regular telephone and in-person engagement, ensuring a premium service experience.
  

  
  

• Conduct risk profiling/suitability for mapped clients to support better advisory on investment and trading requirements.
  

  
  

• Formulate and execute sales plans to acquire new HNI customers and increase market penetration.
  

  
  

• Maintain a proactive approach to improving Capital Markets knowledge via continuous self-learning and training provided by the company.
  

  
  

• Liaise with internal client-facing teams to ensure a high standard of service and smooth client onboarding/coverage.
  

  
  

• Ensure a need-based product approach and drive appropriate product penetration across the client book.
  

  
  

• Minimum 8–10+ years in relationship management / wealth management / brokerage or relevant financial services role (HNI client segment).
  

  
  

• Proven track record of HNI/UHNI acquisition and relationship growth in the UAE market (network strength is critical).
  

  
  

• Strong knowledge of capital markets / trading products (e.g., equities, derivatives, FX, commodities, indices—depending on desk).
  

  
  

• Demonstrated ability to build business through referrals and networking.
  

  
  

• Experience conducting risk profiling / suitability discussions with clients.
  

  
  

• Bachelor’s degree required; Master’s preferred.
  

  
  

• Competitive base salary + performance bonus
  

  
  

• Training & development with continuous learning in capital markets
  

  
  

• Career growth in a regulated financial services environment (Dubai)
  

  
  

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Disclaimer: Black Pearl will never ask for money or any form of charge our candidates just to process or consider their application for any of our available vacancies. If you happen to receive such a request from any members of our staff or other individuals claiming to be part of Black Pearl, please do call our office at +9712 622 55 03 or drop us a message on our website - www.blackpearlconsult.com.