Sr. Relationship Manager/Relationship Manager – HNI / NRI Portfolio BARJEEL GEOJIT FINANCIAL SERVICES LLC

Multiple VacanciesEmployer Active

Posted 10 min ago

Experience

4 - 9 Years

Job Location

Dubai, Abu Dhabi, Sharjah - United Arab Emirates (UAE)

Education

Bachelor of Education, Master of Commerce(Commerce), MBA/PG Diploma in Business Mgmt(Finance, Marketing)

Nationality

Indian

Gender

Any

Benefits

Annual Leaves As Per Labour Law, Medical Insurance, Perks & Benefits As Per Labour Law, Visa

Vacancy

7 Vacancies

Job Description

Roles & Responsibilities

  • Build and manage a portfolio of HNI and NRI clients, including proactively sourcing new clients and deepening engagement with existing clients.

  • Conduct comprehensive client assessments to understand risk profile and investment objectives, ensuring investment allocations are consistent with the firm’s approved products and regulatory guidelines.

  • Develop and execute investment product promotional strategies.

  • Stay abreast of global markets, investment product launches, regulatory developments (especially as relevant to UAE & cross-border/NRI clients) and investment themes.

  • Work closely with internal teams (investment research, product specialists, operations, compliance) to deliver seamless client service and product implementation.

  • Ensure compliance with relevant regulatory, legal and internal governance standards (UAE, FATCA for NRIs etc.)

  • Maintain and grow a strong client network within the HNI/NRI community.

Desired Candidate Profile

  • Experience: Minimum 5 years, ideally up to 15 years, of wealth management, private client advisory or investment/portfolio management experience with various investment products.

  • Proven track record of managing HNI or NRI client relationships

  • Educational background: Masters, Bachelor’s degree in Finance, Economics, Business Administration or similar.

  • Excellent analytical, quantitative and financial modelling skills; capable of interpreting market trends and product strategies.

  • Exceptional communication, presentation and relationship-building skills; must be able to explain investment products clearly to sophisticated clients.

  • Self-motivated, entrepreneurial mindset with ability to generate new business while managing and servicing existing clients.

  • Familiarity with UAE financial regulations, NRI investment rules and compliance frameworks.

  • Strong ethical standards, confidentiality, integrity and client-first orientation.

  • AMFI certification will be an added advantage.

    Please submit your CV :Sonia[at]barjeel dot ae

Employment Type

    Full Time

Company Industry

Department / Functional Area

Keywords

  • Wealth Manager
  • Financial Advisor
  • Sr. Relationship Manager/Relationship Manager HNI / NRI Portfolio
  • Investment Advisory
  • HNI Relationship Manager
  • Private Banker
  • Portfolio Management
  • Mutual Fund Advisor

Disclaimer: Naukrigulf.com is only a platform to bring jobseekers & employers together. Applicants are advised to research the bonafides of the prospective employer independently. We do NOT endorse any requests for money payments and strictly advice against sharing personal or bank related information. We also recommend you visit Security Advice for more information. If you suspect any fraud or malpractice, email us at abuse@naukrigulf.com

BARJEEL GEOJIT FINANCIAL SERVICES LLC

Barjeel Geojit Financial Services is one of the few non-banking financial intermediaries licensed by the Securities and Commodities Authority, (SCA) UAE for providing financial services in the region. Barjeel Geojit was established in 2001 through a collaboration between Sheikh Sultan Sooud Al Qasimi and Geojit Financial Services Limited, which is one of India’s premier investment services providers with a pan-India and Middle East presence.

Read More

Ms. Sonia

308, BUSINESS CENTER BUILDING, KHALID BIN AL WALEED STREET, UMM HURAIR Bur Dubai, 32313, Dubai, Dubai, United Arab Emirates (UAE)