Senior Relationship Manager

Job description / Role

Senior Relationship Manager - International Client Coverage & Placements

A key member of the Business Development team will contribute to the growth of all business units by prospecting HNWI & Institutional Clients towards converting to a mutually beneficial long term relationship. Nurture existing clients by providing excellent service and advice, introducing or placing quality investment opportunities.

- Develop yearly business plan within the overall departmental plan to include asset and revenue targets broken down by key market clients.
- Generate leads through various methods including, acquaintances, existing or past relationships, conferences, memberships, cold calling, etc.
- Introduce prospective clients to company products and services and convert to new business. Qualifying, researching and understanding prospects financial status, investment needs and requirements.
- Prepare all documentation relating to account opening, credit proposals, KYC and liaise with Client Services Unit, Risk & Compliance, Operations Unit and Credit Committee to expedite account opening and/or approval of credit applications.
- Efficiently manage client accounts and status by frequently reviewing holdings, cash position, profitability, AUM’s and other client related MIS.
- Frequently meet with clients to discuss portfolio, new products and services. Ensure strict discipline with documenting accurate call reports and to update client profiling after each client discussion/meeting.
- Continuously update knowledge base i.e. General, Products, Markets, Competition and Certification etc.
- Collaborate with internal and external specialist and service support teams to ensure the provision of superior service to clients.
- Strictly follow compliance policy and ensure all company and business unit policies, procedures and processes are followed.
- To achieve cross-selling targets across all respective business lines to meet revenue and unit targets.
- To maximize wallet from existing relationships across specific business lines
- Participate actively and effectively in product launches and other new company or unit initiatives.

Requirements

- MUST HAVE Well rounded knowledge and experience in placing multiple asset classes, be it Private Equity Funds, Private Club Deals and Private Placements, Mutual Funds, Public Equities and IPOs, and Investment Banking Transactions.
- Bachelor's and/or Masters Degree (preferably specializing in Finance)
- CISI (ESCA recognized) ICWM, IFQ, ICertIM certifications by The Chartered Institute of Securities & Investment. CFP (Certified Financial Planner) CFA (Chartered or Certified Financial Analyst), etc.
- 5+ Years experience in MENA relationship management
- A portfolio of HNWI and Institutions
- Proven track record in financial and product sales and relationship building

About the Company

Due to overwhelming client demand, SQ Computer Personnel opened a branch in the UAE in 2007 which we called SQ Gulf. Over the last 7 successful years we have carved out a strong and credible reputation in the UAE as a recruiter of choice. We work in partnership with a number of large multi-national and regional organisations as well as smaller, boutique companies. We aim to supply personnel on a sole agency basis which, in turn, provides you with a very attractive and cost effective, headache-free process.

SQ Gulf covers a wide range of vertical markets with in the MENA region. We have mirrored our UK successes by building a 360 degree, full life-cycle infrastructure and support strategy. We have an experienced team of account managers who are all well versed in their specific market vertical. We cover all levels of seniority and job titles. I myself, have over 13 years of professional recruiting experience, 5 of which have been in the UAE. As an agency, I strongly believe that SQ Gulf, with it\\'s team of dedicated and experienced staff, are exceptionally well placed to provide a smooth, successful and cost-effective recruitment solution. We have an exceptionally large database of current candidates, from UAE Nationals to expats currently looking for new challenges in the region.