Client Relationship Manager

Our client is seeking a highly skilled Client Relationship Manager to join their Wealth Advice team. This role is ideal for professionals with a talent for cultivating and maintaining client relationships while delivering outstanding service experiences.

This opportunity represents a chance to contribute to a mission-driven approach to financial services, challenging traditional norms and creating meaningful, positive change. Operating in the Middle East, our client is a leader in delivering life-centered financial planning, systematic investment strategies, and a client-focused model for high-net-worth individuals, families, and business owners.

Position Overview
The Client Relationship Manager will serve as the primary liaison between the organization and its clients, ensuring their financial goals are met with exceptional care and expertise. This role requires collaboration with financial planners and client service teams to deliver a seamless client experience.

The ideal candidate is proactive, organized, and committed to integrity and excellence, ready to thrive in a dynamic environment and contribute to introducing fiduciary standards in the Middle East.

• Develop and manage day-to-day client relationships, ensuring their financial needs and goals are understood and met.
• Facilitate the onboarding of new clients and ensure smooth transitions.
• Attend annual review meetings with financial advisers and lead quarterly check-ins with clients.
• Provide exceptional service, exceeding client expectations and delivering meaningful value.
• Address client inquiries with clarity and professionalism.
• Act as a liaison between clients and financial advisers, ensuring effective communication.
• Collaborate with Wealth Advice Associates and the Client Services team to ensure timely processing of requests.
• Continuously seek ways to enhance client experiences and improve service delivery.

• 4–8 years of experience in client relationship management.
• Commitment to acting in the best interests of clients at all times.
• Proven ability to develop and maintain client relationships.
• Strong communication skills with the ability to simplify complex financial concepts.
• Team-oriented mindset and ability to thrive in a collaborative environment.
• Self-motivated and highly organized, with a growth mindset and positive attitude.
• Curiosity or experience in finance and personal well-being is a plus.

Why Join Our Client?
This is a chance to be part of an organization focused on creating positive change for clients, society, and the financial services industry. It’s an ideal fit for professionals seeking a progressive, challenging, and rewarding long-term career with opportunities for growth and impact.

Application Process

1. Submit your application.
2. Participate in an initial 30-minute interview with HR.
3. Complete Innermetrix and work-related assessments.
4. Attend a 1-2 hour interview with the team leader and team members.
5. Conclude with a 30-minute culture fit interview with a senior leader.

If this opportunity aligns with your career aspirations and you’re ready to make a difference, please apply today.

Please note: This non-advisory position would typically suit young, capable and experienced Western / UK / EU / AU / NZ /US /ZA client services professionals. This position is NOT for someone from the accounting / auditing or financial management profession. This is not client facing service or advisory role. Please only apply if you have the required experience.