Head of Business Client Relationship Management

Job Title: Head of Business Client Relationship Management
Job type: Full-time
Location: DIFC
Job brief
We are seeking a dynamic and experienced individual to join our clients investment advisory firm as a Private Banking Head of Business-Client Relationship Manager. In this role, you will be responsible for managing and growing our business-client relationships within the private banking sector.
Responsibilities

Manage the overall investment portfolios of his/her own Clients.
Review the performance of investments and participate into investment decision and portfolio analysis.
Liaising with the SEO to review sales and revenue targets for the relations managers and work diligently to meet the targets.
Assist the Risk Officer and the Compliance Officer with implementing investment management policies and risk profiles.
Forecast the change in financial market and the Clients market position.
Provide update to date advice on investment strategies and study competition to find new ways to retain Clients.
Providing the Board of Directors and Senior Management with periodic management information as to financial performance and condition, cash flow and budgetary variance.
Advising the Board of Directors and Senior Management as to the hiring requirements and possible recruitments.
Assisting the relationship managers with organizing meetings or events to reach prospective clients.
Supporting the SEO by leading the new operations client relationship management function and helping the Applicant to achieve its strategic objectives in the future.
Building long-term relationships with key clients and creating sales plans to source Clients and generate revenue.
Supervising Relationship Managers to create plans to address clients business needs and advise them on creating profitable processes.

DFSA Principles

Observe high standards of integrity and fair dealing;
Act with due skill, care and diligence;
Observe proper standards of conduct in financial markets;
Deal with the DFSA in an open and cooperative manner and disclose appropriately any information of which the DFSA would reasonably be expected to be notified.
Additionally, you must take reasonable care to ensure that the business of the Firm for which you are responsible; is organized so that it can be managed and controlled effectively; and complies with any legislation applicable in the DIFC.

Skills & Knowledge

In-depth knowledge of regulatory requirements and best practices within the DIFC regulations.
Strong knowledge of investment products, asset classes, wealth preservation strategies, and financial planning concepts.
Ability to relate to clients and colleagues from diverse backgrounds.
Excellent communication and presentation skills, with the ability to articulate complex financial concepts to clients and stakeholders.
Knowledge & understanding of DFSA regulatory compliance and risk management practices within the private banking industry.
Strong networking and relationship-building skills, with a keen ability to identify and capitalize on potential business opportunities.
Understand the immediate regional Global Wealth Strategy and the ability to plan own activities accordingly.

Qualifications & Experience

Bachelor's degree in finance, economics, or a related field. An advanced degree or relevant certification (e.g., CFA, CFP) would be preferable.
Minimum of 10 years of relevant experience in private banking, wealth management, or investment advisory services. Proven track record in managing high-net-worth clients and significant assets under management (AUM).
Strong leadership abilities, with experience in leading and developing teams of Relationship Managers.
Proven business development skills, with the ability to identify and capitalize on opportunities to grow the private banking business.
Ability to thrive in a fast-paced, dynamic environment while maintaining attention to detail and delivering high-quality service to clients.
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