Posted
Ref: RP174-1532
Job description / Role
Full Time
Saudi Arabia
Any Nationality
Not Specified
Not Specified
Not Specified
Investment Management
Finance, Investment & Asset Management
A leading investment and wealth management firm based in Abu Dhabi is seeking a Senior Relationship Manager to grow and manage high-value client relationships across the KSA market. The role focuses on acquiring and retaining HNWIs, UHNWIs, family offices, and institutional clients, while delivering tailored investment and wealth solutions.
The successful candidate will act as a trusted advisor, combining strong commercial acumen with deep relationship-management expertise and a thorough understanding of the Saudi wealth and investment landscape.
Key Responsibilities
• Develop and manage long-term relationships with HNW/UHNW individuals, family offices, and institutional clients in Saudi Arabia.
• Identify, onboard, and retain high-value clients through a relationship-led and advisory approach.
• Act as the primary point of contact for clients, ensuring a high level of service and client satisfaction.
• Deeply understand clients’ investment objectives, risk profiles, and long-term wealth goals.
• Present and advise on a range of investment and wealth management solutions, including discretionary and advisory mandates, structured products, funds, and alternative investments.
• Work closely with internal investment, portfolio management, and product teams to deliver customized solutions.
• Support portfolio reviews, performance discussions, and ongoing client reporting.
• Ensure suitability and alignment of investment recommendations with client objectives and regulatory requirements.
• Drive revenue growth through new client acquisition, asset gathering, and expansion of existing client portfolios.
• Achieve assigned AUM, revenue, and profitability targets.
• Identify cross-selling opportunities across investment and wealth management products.
• Develop and execute a market coverage strategy for Saudi Arabia.
• Maintain strong awareness of KSA market trends, client preferences, and regulatory developments.
• Provide strategic market insights and feedback to senior management.
• Ensure full adherence to internal policies, compliance, and regulatory frameworks.
• Maintain accurate client documentation and reporting in line with regulatory standards.
• Promote a strong risk and compliance culture at all times.
Requirements:
• Minimum 7–10 years of experience in investment management, private banking, or wealth management.
• Strong track record in managing relationships with HNW/UHNW clients or family offices.
• Demonstrable experience covering the KSA market.
• Proven ability to gather assets and grow client portfolios.
• Existing client network in Saudi Arabia is highly desirable.
• Strong understanding of investment products, asset allocation, and wealth structuring.
• Excellent relationship-building, advisory, and negotiation skills.
• Commercially driven with a client-centric mindset.
• Ability to engage confidently with senior and sophisticated clients.
• Fluency in English is essential; Arabic is a strong advantage.
• Willingness to travel frequently to Saudi Arabia.
Disclaimer: Black Pearl will never ask for money or any form of charge our candidates just to process or consider their application for any of our available vacancies. If you happen to receive such a request from any members of our staff or other individuals claiming to be part of Black Pearl, please do call our office.
About the Company
About Us Helping professionals grow. Supporting businesses thrive.
Black Pearl is a HR consultancy and recruitment firm based in the UAE. We connect skilled professionals with leading organizations across the Gulf region, offering a personalized and thoughtful approach to hiring.
Our team specializes in recruiting for roles across key industries, including but not limited to: - Healthcare and Life Sciences - Engineering and Construction - Technology and Digital - Finance and Accounting - Hospitality and Retail - Government and Emiratization
Whether you’re searching for your next opportunity or looking to hire, we work closely with you to understand your goals and find the right fit.
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