Relationship Manager - Wealth Management Full-time Job

1 week ago Financial Services Kuwait City 2 views Reference: LDdwjyM8b1Y

Job Details

On behalf of our client, we are seeking an experienced and client-centric Relationship Manager to join the Wealth Management division. This role is ideal for someone who excels in building trust, managing high-net-worth client portfolios, and driving business growth. You will be responsible for understanding clients’ financial priorities, advising on investment strategies, and working closely with internal teams to deliver exceptional wealth solutions.Key ResponsibilitiesOnboard high-net-worth clients and present customized wealth management solutions.Serve as the primary point of contact, delivering high-quality advisory support and portfolio guidance.Assess client financial goals, risk tolerance, and investment preferences to recommend suitable strategies.Proactively monitor client portfolios, anticipating evolving needs and adjusting recommendations accordingly.Partner with the Investment Team to structure, review, and optimize client portfolios.Communicate market updates, investment performance, and relevant opportunities clearly and professionally.Drive client acquisition through prospecting, networking, and referral channels.Strengthen the firm’s presence by representing the organization at industry events and client engagements.Contribute directly to increasing assets under management (AUM).Strengthen knowledge in global markets, alternative investments, and wealth planning strategies.Stay updated on economic trends and regulatory changes impacting client portfolios.Continuously refine advisory skills to adapt to shifting market conditions.Qualifications & RequirementsBachelor’s degree in Finance, Business, Economics, or a related field.4–7 years of experience in wealth management, private banking, or investment advisory.Proven track record managing high-net-worth clients.Strong understanding of portfolio management, financial products, and global markets.Excellent communication, relationship-building, and client advisory skills.Ability to work in a fast-paced, performance-driven environment.

Company Description

On behalf of our client, we are seeking an experienced and client-centric Relationship Manager to join the Wealth Management division. This role is ideal for someone who excels in building trust, managing high-net-worth client portfolios, and driving business growth. You will be responsible for understanding clients financial priorities, advising on investment strategies, and working closely with internal teams to deliver exceptional wealth solutions.Key ResponsibilitiesOnboard high-net-worth clients and present customized wealth management solutions.Serve as the primary point of contact, delivering high-quality advisory support and portfolio guidance.Assess client financial goals, risk tolerance, and investment preferences to recommend suitable strategies.Proactively monitor client portfolios, anticipating evolving needs and adjusting recommendations accordingly.Partner with the Investment Team to structure, review, and optimize client portfolios.Communicate market updates, investment performance, and relevant opportunities clearly and professionally.Drive client acquisition through prospecting, networking, and referral channels.Strengthen the firms presence by representing the organization at industry events and client engagements.Contribute directly to increasing assets under management (AUM).Strengthen knowledge in global markets, alternative investments, and wealth planning strategies.Stay updated on economic trends and regulatory changes impacting client portfolios.Continuously refine advisory skills to adapt to shifting market conditions.Qualifications & RequirementsBachelors degree in Finance, Business, Economics, or a related field.47 years of experience in wealth management, private banking, or investment advisory.Proven track record managing high-net-worth clients.Strong understanding of portfolio management, financial products, and global markets.Excellent communication, relationship-building, and client advisory skills.Ability to work in a fast-paced, performance-driven environment.

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