Sales Relationship Manager

Client of James Douglas Middle East

Our client is a leading multi-family office and asset management firm based in (DIFC, regulated by the DFSA under a Category 3 license. The firm delivers bespoke investment solutions to high-net-worth and ultra-high-net-worth clients across GCC, MENA, Europe, and China.

With a sophisticated digital investment platform, access to global markets and exclusive investment opportunities, and a highly international team, our client offers a dynamic and well-structured environment where expertise, collaboration, and entrepreneurial spirit are highly valued.

They are seeking an experienced Relationship Manager to join their team in DIFC and play a key role in expanding their private clients and asset management business. This position involves managing and growing a portfolio of high-value clients, delivering tailored investment strategies, and contributing to the firms continued commercial and investment development.

Duties & Responsibilities

• Build, grow, and manage a portfolio of HNW/UHNW clients through personal network and active business development.
• Act as a trusted advisor and investment manager, providing holistic wealth solutions aligned with clients goals and risk profiles.
• Bring an existing portable client portfolio with a proven track record of client relationships.
• Develop and execute a personal business strategy to expand AUM and revenue in line with firm targets.
• Proactively structure and propose investment solutions using the firms full product range and platform capabilities.
• Maintain full compliance with DFSA regulations, internal governance, and best market practices.
• Contribute to the growth of the firm through collaboration, idea generation, and participation in commercial initiatives.
• Achieve individual performance KPIs, including:

1. AUM growth
2. Revenue generation
3. Client acquisition
4. Portfolio profitability

Requirements

• Established HNW/UHNW client base with the ability to transfer relationships.
• 7+ years experience as Senior RM level within Private Banking, Wealth Management, or Asset Management.
• Currently employed by a reputable Private Bank or Wealth Management firm.
• Clear and structured 3-year business plan
• Strong knowledge of:

1. Financial markets
2. Investment products
3. Portfolio construction
4. Risk management

• Strong communication and presentation skills.
• Interest in alternative investments including:

1. Venture capital
2. Hedge funds
3. Private markets
4. Crypto and digital assets

• Fluent in English; additional languages are a strong advantage.
• High ethical standards and professional integrity.