Relationship Manager - Wealth
Confidential Company
Multiple Vacancies
Posted 30+ days ago
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Experience
3 - 6 Years
Monthly Salary
AED 8,000 - 10,000 ($2,161 - $2,701)
Job Location
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
Company Industry
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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