Relationship Manager

Job Detail

Our client’s main focus is growing their private wealth offering and attracting investment from high-net-worth individuals, so the Relationship Manager’s role will be purely business development.
The main responsibility for this role will be contacting prospects and eventually onboarding them as a client.
The prospects will be provided through inbound leads where individuals will express interest in private wealth services.
The Relationship Manager will be required to reach out and assess the leads and ensure they are eligible for a meeting.
Once a relationship has been established and the prospect is inclined with going forward with the investment, the Relationship Manager will pass the new client on to the investment management and client service team.
This allows the Relationship Manager to focus on new business while receiving support with account set up and ongoing client management.

Under Saudization, the candidate must be a Saudi national to be considered for this role.
The ideal candidate should also have a track record in sales and a background in banking or private wealth management, specifically sales to HNI.
The successful candidate will have experience dealing with a high volume of private clients, and will be motivated by closing deals and balancing a number of sales at any given time.
Additionally, the candidate should also be CME certified