Relationship Manager - Wealth

Confidential Company

Multiple Vacancies

Posted 30+ days ago

Experience

3 - 6 Years

Monthly Salary

AED 8,000 - 10,000 ($2,161 - $2,701)

Education

Any Graduation, MBA/PG Diploma in Business Mgmt(Finance)

Nationality

Indian

Gender

Any

Vacancy

28 Vacancies

Job Description

Roles & Responsibilities

Eagleye HRD’s client - UAE's pioneering financial services firm with 35+ years of expertise in comprehensive investment solutions - is seeking to recruit RM’s - Wealth. The organization offers access to 40,000 financial instruments across 125 global markets in 31 countries — powered by insight and innovation. Its multicultural team of over 250 professionals caters to the unique needs of local and expatriate clients, delivering outstanding investment services. Role Overview We are seeking a high-performing Relationship Manager to drive client acquisition and business development in the exchange-traded derivatives space. This is a pure hunter role, focused on sourcing, onboarding, and activating institutional investors, corporates, family offices, proprietary trading firms, and high-net-worth individuals (HNIs). The role covers derivatives trading across global exchanges, including equity index futures & options, commodity derivatives, interest rate derivatives, along with structuring bespoke, client-specific derivative portfolios aligned to risk appetite, trading objectives, and market conditions. Key Responsibilities • Drive new client acquisition and onboarding for exchange-traded derivatives, focusing on clients with a minimum investment of USD 100,000 and above. • Identify, engage, and convert institutional investors, corporates, family offices, proprietary trading firms, algorithmic traders, and high-net-worth individuals (HNIs) across regional and global markets. • Pitch and structure directional, hedging, volatility, spread, and delta-neutral strategies, aligned with client objectives and risk profiles. • Educate clients on margin frameworks, MTM settlements, rollover mechanics, contract specifications, and exchange regulations. • Build and manage a strong acquisition pipeline through cold outreach, professional networks, referrals, exchange events, and industry forums. • Achieve defined targets across new funded accounts, trading volumes, brokerage revenue, and client activation metrics. • Monitor market trends including volatility, open interest, rollover activity, expiry behavior, and global macro events to support client conversations. • Collaborate with dealing desks, research, risk, operations, and compliance teams to ensure seamless execution and regulatory adherence. • Support business growth initiatives through client seminars, webinars, and market briefings on derivatives, options strategies, and risk management.

Desired Candidate Profile

Ideal Candidate Profile • Bachelor’s degree in finance, Economics, Business, Engineering, Mathematics, or a related discipline. • MBA (Finance), CFA, FRM, CA, or relevant market certifications preferred. • 3–5+ years of experience in derivatives sales, institutional broking, proprietary trading, structured products, or wealth management.

Employment Type

    Full Time

Department / Functional Area

Keywords

  • Investment Relationship Officer
  • Client Wealth Strategist
  • Portfolio Manager
  • Wealth Advisor
  • Relationship Officer
  • Senior Relationship Officer
  • Wealth Management

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Confidential Company

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