Elite Assistant Relationship Manager

Role overview

This position supports relationship managers in serving high-net-worth clients, with a focus on advisory support, portfolio monitoring, client servicing, and growth of existing and new relationships. The role is based in Dubai and sits within a private banking environment.

Key responsibilities

• Help deliver tailored financial solutions for a high-net-worth customer portfolio.
• Prepare periodic portfolio review updates for the relationship manager, build investment proposals, and ensure client information is accurate and current.
• Support the search for new high-net-worth clients and contribute to reviewing existing client businesses to identify fresh opportunities.
• Assist in setting sales and revenue goals for both current and prospective client relationships.
• Work alongside senior and relationship managers to provide clients with broad-based advisory support.
• Handle client questions, requests, and related transaction processing tasks.
• Review supporting documents and confirm that all activities meet regulatory and compliance requirements.
• Build customized financial plans aligned to each client’s risk profile.
• Track portfolio performance on an ongoing basis, including quarterly reviews and annual rebalancing.
• With approval from the senior or relationship manager, study competing offerings and gather client feedback to inform product development ideas.
• Escalate client concerns and suggestions to the senior or relationship manager as needed.
• Maintain a strong service standard through proactive client outreach and communication.
• Carry out non-routine client interactions only with prior consent from the senior or relationship manager.
• Work toward monthly KPIs and use performance tracking to support continuous improvement.
• Support portfolio management efforts by watching for growth opportunities and recommending actions that improve profitability while managing risk.

Requirements

• A bachelor’s degree from a recognized university is required.
• 1 to 2 years of experience in relationship management and the sales of financial or investment products, ideally with a leading international or regional private bank.
• Strong command of English and Arabic, where applicable.
• Excellent communication, networking, and sales ability.
• Good interpersonal, presentation, and active listening skills.
• Solid understanding of financial markets, investment products, and investment management principles.
• Awareness of market trends, as well as internal and external policies, controls, and regulations.
• Ability to present suitable financial solutions to sophisticated clients.
• Comfortable using MS Office and other standard computer tools.

Additional information

Arab Bank highlights a purpose-driven and inclusive workplace that supports innovation, continuous learning, and employee wellbeing. The organization states that it welcomes people from all generations, genders, and backgrounds and values the range of perspectives that help strengthen its culture and performance.