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Finance Relationship Manager

Finance Relationship Manager

Platinus Technologies

2 - 5 years

0 - 1 Lacs

hyderabad bengaluru mumbai (all areas)

Posted:1 month ago| Platform:

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Skills Required

relationship management supply chain finance wealth management sales fund raising working capital

Work Mode

Work from Office

Job Type

Full Time

Job Description

Location: Dubai, United Arab Emirates

Experience Required: Minimum 3 Years (Relevant IT Experience)

Interview Mode: Mandatory Face-to-Face Interviews in Dubai (Interview travel costs are reimbursable)

Relocation: Candidates must be open to relocating to Dubai.

Notice Period: Immediate to 60 Days Preferred.

Relationship Manager/Wealth Manager

About the Opportunity

We are hiring skilled Finance professionals for exciting projects with leading companies in Dubai. This is a great opportunity to expand your global Finance career with attractive benefits and long-term growth.

Key Responsibilities

Manage and grow a portfolio of HNW/UHNW clients while providing tailored financial and investment advice.
Develop and implement customized wealth strategies, including asset allocation and risk management.
Monitor market trends and identify suitable investment opportunities.
Maintain strong client relationships through regular reviews and proactive communication.
Ensure compliance with UAE financial regulations and prepare necessary client reports and proposals.

Required Skills & Qualifications

Bachelors degree in Finance, Economics, Business, or related field.
Strong understanding of investment products and wealth planning.
Excellent client relationship, communication, and presentation skills.
Analytical mindset with the ability to make informed financial recommendations.
Knowledge of UAE financial regulations and compliance requirements.
Knowledge of estate planning, retirement planning, and tax optimization strategies.
Familiarity with CRM tools, portfolio management software, and financial modeling.

Best Regards

Name: Chandra Teja

Platinus Technologies Pvt Ltd

Email: teja.k@platinustech.com

Website: http://platinustech.com

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