Senior Relationship Managers - Dubai
Our client is a leading External Asset Manager based in Dubai, specializing in providing bespoke financial solutions to high-net-worth individuals and institutional clients. Our team of experienced professionals is dedicated to delivering exceptional service and tailored investment strategies to meet our clients' unique needs. We are seeking a highly motivated and experienced Senior Relationship Manager to join our dynamic team. The ideal candidate will have a proven track record in wealth management and a strong network of high-net-worth clients. As a Senior Relationship Manager, the successful candidate will be responsible for bringing in their clients and managing their portfolios, ensuring the highest level of service and satisfaction. Key Responsibilities: Develop and maintain strong relationships with high-net-worth private clients. Identify and acquire new clients through networking and business development activities. Provide personalized investment advice and financial planning services to clients. Manage client portfolios, ensuring alignment with their financial goals and risk tolerance. Stay up-to-date with market trends and investment opportunities to provide informed recommendations. Collaborate with internal teams to deliver comprehensive financial solutions. Ensure compliance with regulatory requirements and company policies. Qualifications: Bachelor's degree in Finance, Business, or a related field. A Master's degree or professional certification (e.g., CFA, CFP) is a plus. Minimum of 7 years of experience in wealth management or private banking. Strong network of high-net-worth clients in the UAE and/or international markets. Excellent communication and interpersonal skills. Proven ability to develop and execute successful business development strategies. In-depth knowledge of financial products, investment strategies, and market trends. High level of integrity and professionalism. What We Offer: Competitive salary and performance-based incentives. Comprehensive benefits package. Opportunities for professional growth and development. A supportive and collaborative work environment.
Negotiable
Dubai
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Investment Counsellor
Key Responsibilities: Oversee Product Onboarding: Lead the process of onboarding new investment products within the wealth management platform. Ensure that new offerings are aligned with client needs, risk profiles, and market opportunities. Investment Advisory Services: Act as a trusted advisor to both clients and internal stakeholders, providing expert guidance on investment strategies, product selection, and portfolio construction to optimize client outcomes. Investment Evaluation: Collaborate with cross-functional teams to evaluate new investment products, including assessing their risk-return profiles, financials, market fit, and long-term viability. Client Portfolio Optimization: Provide personalized investment advice to high-net-worth individuals and institutional clients, helping them achieve their financial objectives through optimal product recommendations and portfolio strategies. Strategic Leadership: Lead and guide the Investment Committee, ensuring effective product onboarding and a comprehensive evaluation process, while fostering alignment with broader organizational goals. Market Research & Industry Insights: Stay informed of market trends, emerging investment opportunities, and regulatory developments to ensure our offerings are competitive and in line with the latest industry standards. Risk and Compliance Oversight: Work closely with compliance and legal teams to ensure all products meet regulatory requirements and adhere to internal risk management frameworks. Internal Collaboration: Coordinate with internal teams, including client relationship managers, product development, legal, and operations, to ensure smooth integration and seamless product onboarding. Process Improvement: Continuously improve product onboarding processes, ensuring that the team operates efficiently, effectively, and within regulatory and risk guidelines. Team Leadership: Mentor and develop the Investment Committee team, encouraging continuous learning and a collaborative approach to product onboarding and investment advisory.
Negotiable
Hong Kong
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Investment Counsilor
Key Responsibilities: Oversee Product Onboarding: Lead the process of onboarding new investment products within the wealth management platform. Ensure that new offerings are aligned with client needs, risk profiles, and market opportunities. Investment Advisory Services: Act as a trusted advisor to both clients and internal stakeholders, providing expert guidance on investment strategies, product selection, and portfolio construction to optimize client outcomes. Investment Evaluation: Collaborate with cross-functional teams to evaluate new investment products, including assessing their risk-return profiles, financials, market fit, and long-term viability. Client Portfolio Optimization: Provide personalized investment advice to high-net-worth individuals and institutional clients, helping them achieve their financial objectives through optimal product recommendations and portfolio strategies. Strategic Leadership: Lead and guide the Investment Committee, ensuring effective product onboarding and a comprehensive evaluation process, while fostering alignment with broader organizational goals. Market Research & Industry Insights: Stay informed of market trends, emerging investment opportunities, and regulatory developments to ensure our offerings are competitive and in line with the latest industry standards. Risk and Compliance Oversight: Work closely with compliance and legal teams to ensure all products meet regulatory requirements and adhere to internal risk management frameworks. Internal Collaboration: Coordinate with internal teams, including client relationship managers, product development, legal, and operations, to ensure smooth integration and seamless product onboarding. Process Improvement: Continuously improve product onboarding processes, ensuring that the team operates efficiently, effectively, and within regulatory and risk guidelines. Team Leadership: Mentor and develop the Investment Committee team, encouraging continuous learning and a collaborative approach to product onboarding and investment advisory.
Negotiable
Singapore
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Head of Finance APAC, Private Bank
Responsibilities Oversee the preparation of accurate and timely financial reports, including P&L statements, balance sheets, and cash flow statements. Lead the annual budgeting process and ongoing financial forecasting, ensuring alignment with business goals. Identify and assess financial risks, implementing strategies to mitigate potential impacts on the bank's financial performance. Collaborate with senior management and the board to provide insights and recommendations on financial performance and strategy. Qualifications Bachelor's degree in Finance, Accounting, or a related field; MBA or relevant professional certification (e.g., CFA, CPA) preferred. Minimum 15 years of experience in finance roles within private banking or wealth management sector, with at least 5 years in a leadership position. Strong knowledge of financial regulations and compliance standards in Singapore and Hong Kong. Excellent communication and interpersonal skills, with the ability to influence stakeholders at all levels.
Negotiable
Singapore
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Analyst/Manager - Business Development
Job Title: Corporate Development Analyst Salary: $100,000 + Bonus Company Summary: We are currently partnered with a leading Casino & Hospitality company looking to add a Corporate Development Analyst to their team in Fort Lauderdale, FL. This opportunity will allow you to join a lean and active team with high visibility to senior executives. This is a growth hire for this team as they have a number of active and exciting projects and looking to continue broadening the scope of the team. This Corporate Development Analyst will be responsible for: Build and maintain complex financial models to perform analyses under different operating scenarios and conduct in depth fundamental, financial and operational due diligence and analysis on new business development opportunities, investments and acquisitions. Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate a potential development project, acquisition targets, and other corporate development and investment opportunities. Assist in day-to-day deal and project execution. Analyze market trends and conduct market research. This Corporate Development Analyst should have the following qualification: 1-2 years in Investment Banking. Experience within real estate, casinos, or hospitality preferred but not required. Bachelors in Finance, Economics, Business or related fields. Located in or willing to relocate to Fort Lauderdale, FL. If you are interested in this Corporate Development Analyst position, do not wait to apply!
Up to US$100000 per year
Davie
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Wealth Planner (Insurance focus)
Key Responsibilities Deliver comprehensive wealth planning solutions, utilizing insurance and trust products, to high net worth individuals and corporate clients for estate planning, succession planning, and asset protection. Serve as a subject matter expert on wealth planning and insurance/trust products, assisting both prospective and existing clients. Meet business objectives and address client inquiries regarding insurance and trust products through direct meetings and calls. Conduct product training sessions and help stakeholders understand the advantages of wealth planning structures and insurance/trust offerings. Organize seminars and special events focused on wealth planning for clients. Educate stakeholders and clients continuously by creating informative write-ups to promote our wealth planning and insurance brokerage services. Collaborate with the marketing team to cultivate strong client relationships. Maintain partnerships with external entities such as insurance companies and brokers to support solution design and implementation. Build robust working relationships with relationship managers to pinpoint client needs and promote targeted campaigns. Qualifications Bachelor's degree or higher in Finance, Economics, or a related field; professional certifications such as CFP, FLMI, CPA, or FRM are preferred. A stable career history with relevant product advisory experience in financial institutions, particularly in private banking, wealth management, or the insurance sector focused on high-net-worth and corporate clients. In-depth knowledge of tax regulations and compliance within specific markets; case management experience is a plus. Willingness to travel, and a team player with exceptional presentation and analytical abilities. High level of judgment and commitment to professional and personal integrity. Proficient in written English and Chinese, with spoken fluency in Mandarin, Cantonese, and English.
HK$600000 - HK$900000 per annum
Hong Kong
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Trust Manager - International Trust Company
Responsibilities: Manage a portfolio of client relationships for daily operations and maintain relationships with related trust parties Ensuring client satisfaction by way of the daily administration of trust and underlining entities and trust assets, whilst complying with all relevant policies and procedures and regulatory requirements Requirements: At least 5 years' relevant experience in legal, accounting, tax or audit industry STEP (Society of Trust & Estate Practitioners) Degree holder in Law, Accounting, Business Administration or a related discipline Ideally be able to speak English and Mandarin.
S$80000 - S$120000 per annum
Singapore
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Analyst/Manager - Business Development
Job Title: Corporate Development Analyst Salary: $100,000 + Bonus Company Summary: We are currently partnered with a leading Casino & Hospitality company looking to add a Corporate Development Analyst to their team in Fort Lauderdale, FL. This opportunity will allow you to join a lean and active team with high visibility to senior executives. This is a growth hire for this team as they have a number of active and exciting projects and looking to continue broadening the scope of the team. This Corporate Development Analyst will be responsible for: Build and maintain complex financial models to perform analyses under different operating scenarios and conduct in depth fundamental, financial and operational due diligence and analysis on new business development opportunities, investments and acquisitions. Perform valuation and financial analyses, including DCF, project financing, trading comparable, precedent transactions, pro-forma projections and LBO analyses to provide the information needed to evaluate a potential development project, acquisition targets, and other corporate development and investment opportunities. Assist in day-to-day deal and project execution. Analyze market trends and conduct market research. This Corporate Development Analyst should have the following qualification: 1-2 years in Investment Banking. Experience within real estate, casinos, or hospitality preferred but not required. Bachelors in Finance, Economics, Business or related fields. Located in or willing to relocate to Fort Lauderdale, FL. If you are interested in this Corporate Development Analyst position, do not wait to apply!
Up to US$100000 per year
Davie
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Assistant Relationship Manager
We are currently working with a leading Private Bank, providing comprehensive financial services to high-net-worth individuals and families. They are dedicated to delivering personalized solutions and exceptional service to our clients. They are in search of an Assistant Relationship Manager to be part of their Private Banking team in Singapore. Responsibilities of the Assistant Relationship Manager include: Maintain client data, manage contracts, and prepare reports and presentations. Organize schedules for relationship managers and clients to ensure efficient communication. Handle transactions and expense reports, freeing up relationship managers for strategic tasks. Gather market trends and competitor information to support informed client advice. Analyze client data and portfolio performance, providing insights for adjustments. Manage communications, relay important information, and respond to client inquiries. Requirements of the Assistant Relationship Manager include: Minimum of 5 years of experience in private banking. Strong interpersonal, communication, and client interfacing skills. Deep understanding of core principles and concepts. CACS certification. If you are interested, apply online today. We regret to inform that only suitable candidates will be contacted for further discussion. Selby Jennings is a Trading Style of Phaidon International (License number R22110941)
Negotiable
Singapore
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