Relationship Manager (United Arab Emirates) Dubai

Requirements

Candidates must hold regulatory-approved Level 4 and 7 qualifications, such as CFA or CISI. The role requires a proven ability to manage complex client relationships and operate within strict governance and risk parameters.

Job Summary

Role Description

The Relationship Manager is responsible for leading and growing a high‑value
client portfolio, delivering strong commercial outcomes while setting the
standard for client experience, risk discipline, and collaborative leadership.
The role balances revenue growth with long‑term client outcomes, team
contribution, and firm‑wide stewardship. The role holder should hold suitable
regulatory-approved Level 4 and 7 qualifications, such as CFA or CISI. 

Scope & Accountability

* Ownership of a defined client portfolio
* Accountability for client service, retention, and portfolio delivery
* Responsibility for operating within agreed risk and governance parameters
* Contribution to team culture, collaboration, and shared success
* Personal development towards more senior client leadership roles

Key Responsibilities

1. Growth & Commercial Leadership

* Own and deliver sustainable net new business growth across the portfolio

* Drive annual revenue growth through deep client relationships and proactive
opportunities

* Originate and convert high‑quality opportunities, including complex or
strategic mandates

* Act as a trusted referral partner across the firm, generating and receiving
meaningful internal referrals

2. Client Leadership & Experience

* Set the standard for exceptional client service and long‑term retention

* Build trusted, multi‑generational relationships with key clients and
influencers

* Actively manage client risk profiles, ensuring suitability and long‑term
alignment

* Lead collaborative client solutions, drawing on specialist and investment
expertise

* Represent the firm credibly with high‑value and high‑risk clients

3. People & Role Modelling

* Demonstrate visible leadership through behaviour, professionalism, and
accountability

* Act as a role model for client focus, collaboration, and ethical judgement

* Invest in personal development and seek regular feedback to continuously
improve

* Contribute to a high‑performance culture by supporting, coaching, or
mentoring others

* Serve as the principal spokesperson in internal and external forums

4. Operational & Platform Excellence

* Grow the portfolio profitably, balancing revenue, costs, and capital
efficiency

* Ensure effective use of the firm’s platform, including appropriate delegation
of portfolios

* Champion scalable, innovative, and efficient ways of working that support
long‑term growth

* Leverage data, insights, and digital tools to improve client outcomes and
decision-making

5. Risk, Governance & Professional Standards

* Maintain a strong risk culture with disciplined client and portfolio
oversight

* Ensure KYC, client documentation, and ongoing reviews are completed to a high
standard

* Actively reduce and manage high‑risk exposures within the portfolio

* Comply fully with all firm, divisional, and regulatory policies

* Complete mandatory training on time and maintain high professional standards

Key Relationships

* Clients and family groups within assigned portfolio
* Portfolio Directors, Team Managers, and Team Heads
* Investment, Planning, and specialist partners
* Risk, Compliance, and operational colleagues

What Success Looks Like

* A growing, profitable, and well‑balanced client portfolio

* High client satisfaction and strong long‑term retention

* Trusted partnerships across the firm

* Strong risk outcomes with no avoidable issues

* Recognised as a senior role model for clients, colleagues, and culture

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through
active management. Diversity of thought, facilitated by an inclusive culture,
will allow us to make better decisions and better achieve our purpose. This is
why inclusion and diversity are a strategic priority for us and why we are an
equal opportunities employer. You are welcome here, regardless of your age,
disability, gender identity, religious beliefs, sexual orientation,
socio-economic background, or any other protected characteristic.

We’re a global investment manager. We help institutions, intermediaries and
individuals around the world invest money to meet their goals, fulfil their
ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we’ve been around for over
200 years, but keep adapting as society and technology changes. What doesn’t
change is our commitment to helping our clients, and society, prosper.

Responsibilities

The Relationship Manager is responsible for growing a high-value client portfolio and delivering sustainable net new business growth. They must ensure exceptional client service, maintain strict risk discipline, and collaborate with internal specialists to provide tailored investment solutions.

We are a job aggregator. All rights belong to the original company or recruiter. We do not claim ownership of any listings.