Senior Relationship Manager

Your role

Acquire an extensive NNM of HNW and UHNW prospects. Manage the acquired portfolio as a team with the investment advisor. Ensure that the needs of prospects/clients are assessed and that their risk appetite is understood and respected. Drive growth by building a long-term, sustainably profitable client portfolio through the acquisition of new clients. We are looking for a Senior Relationship Manager who:

• Develops and maintains trusted client partnerships with a focus on strategic consulting
• implements a quantitative prospect development plan with measurable actions
• Defined advisory processes and agreements that best meet the needs of our clients, in collaboration with the investment advisor
• provides high-quality investment options for clients, working closely with team members and specialists from other areas

Your team

You will work in the Saudi team in banking, wealth planning, art advisory, and private wealth management. As a senior relationship manager, you will play an important role in the expansion of our Saudi business, with access to various specialists (investment).

Your expertise

• previous experience in wealth management
• extensive knowledge of financial products
• Proven track record in finding solutions
• great at building networks and connections
• highly organized, with excellent planning skills
• Excellent communicator with great attention to detail
• Fluent in English and Arabic to support our clients

We offer

We know that great work is never done alone. That's why we focus on collaboration. We recognize that it is our people, with their diverse skills, experiences, and backgrounds, who drive our continued success. We are committed to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities for growth, and flexible working options where possible. Our inclusive culture brings out the best in our employees, wherever they are in their career journey. We recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we are more than the sum of our parts.