Manage HNI and NRI client portfolios, conduct assessments, ensure compliance, and develop investment strategies while maintaining strong client relationships.

Sr. Relationship Manager/Relationship Manager – HNI / NRI Portfolio

BARJEEL GEOJIT FINANCIAL SERVICES LLC

• 4 - 9 Years
• Dubai , Abu Dhabi , Sharjah - United Arab Emirates (UAE)

Manage HNI and NRI client portfolios, conduct assessments, ensure compliance, and develop investment strategies while maintaining strong client relationships.

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The role involves managing a significant client portfolio of ultra-high-net-worth individuals, high-net-worth individuals, and institutional clients in wealth management.

Manage a team, originate and pitch to clients, covering structured products and investment advisory for high-net-worth individuals in MENA/GCC.

Develop and implem...