Jobs and Careers - Index & Cie

Index & Cie prides itself in the high standard of its team. Our professionals have honed their skills through years spent in specialized fields in highly efficient markets, thus providing our clients with a very high standard of service.

Candidates

If you wish to continue your career in a dynamic, experienced and flexible environment, we would like to hear from you.

Place of birth:

Date of birth:

Current nationality:

Dual nationality, if applicable:

Do you have an existing book of clients, the relationship of which you have been and currently are directly managing (select one):

For how many years did you work directly with your present clients:

In which country or countries did you manage such relationships:

Where are you professionally based now:

What type of industry do the companies you worked for in the past belong to (select one or more):

What type of industry does the company you currently work for belong to (select one):

How many years of professional experience in directly managing relationships with your clients do you have:

How many companies did you work for throughout your career, including the current one:

Have you ever established your own company:

Are you currently working as an employee or for yourself:

Do your clients fall into any of the following categories (select one or multiple types):

Are or have your clients been invested or interested in which asset classes and instruments (select one or multiple types):

Do you have the legal permit/visa to work in Dubai:

Are you physically employed in Dubai or outside at the moment of applying for this position:

Resume (PDF format only - 5Mb max)

Terms & Conditions

30th April 2025

This Privacy Notice explains how Index & Cie Limited collects, uses and discloses your personal data, and your rights in relation to the personal data it holds.

Index & Cie Limited (in this Privacy Notice, “us”, “we” and “our”) is the data controller of your personal data and is subject to the DIFC Data Protection Law (DIFC Law no 5 of 2020) and DIFC Data Protection Regulations (hereafter referred to as the “Data Protection Law”). As a “data controller” we determine how we collect and use the personal information that we obtain from you. “Personal data” means any information that relates to an identified or identifiable individual.

This Privacy Notice supersedes any previous Privacy Notice or equivalent which you may have been provided with or seen prior to the effective date stated above. We may be required to update or change our Privacy Notice from time to time. If there are any significant changes to the Privacy Notice (e.g. if we decide to use your personal data in a manner different from that stated at the time it was collected), we will notify you by way of email.

1. Your rights

In relation to your personal data, and to the extent permitted under the DIFC Data Protection Law, you have the following rights:

(a) To withdraw your consent at any time;
(b) To obtain access to, and copies of, the personal data that we hold about you;
(c) To object to our processing of your personal data under certain circumstances;
(d) To require us not to send you marketing communications;
(e) To require us to erase your personal data;
(f) To require us to rectify your personal data;
(g) To require us to restrict our data processing activities;
(h) To receive from us the personal data we hold about you which you have provided to us, in a reasonable format specified by you, including for the purpose of you transmitting that personal data to another data controller;
(i) To require us to correct the personal data we hold about you if it is incorrect;
(j) To non-discrimination if you exercise any rights under the Data Protection Law.

Please note that the above rights are not absolute, and we may be entitled to refuse requests where exceptions apply.

If you feel that we do not comply with the Data Protection Law, you may lodge a complaint with the DIFC Commissioner of Data Protection.

Please note that we may require additional information from you to respond to your requests or to confirm your identity.

2. How we collect your data

We collect your personal data in a number of ways, for example:

(a) From the information you provide to us when you meet us;
(b) From information about you provided to us by your company or an intermediary;
(c) When you communicate with us by telephone, fax, email or other forms of electronic communication. In this respect, we may monitor, record and store any such communication;
(d) When you complete (or we complete on your behalf) client on-boarding or application or other forms;
(e) From your agents, advisers, intermediaries, and custodians of your assets;
(f) From publicly available sources or from third parties, most commonly where we need to conduct background checks about you.

3. The categories of personal data we collect

(a) Your name and contact information such as your home or business address, email address and telephone number;
(b) Biographical information which may confirm your identity including your date of birth, tax identification number and your passport number or national identity card details, country of domicile and/or your nationality;
(c) Information relating to your financial situation such as income, expenditure, assets and liabilities, sources of wealth, as well as your bank account details;
(d) Information about your knowledge and experience in the investment field;
(e) An understanding of your goals and objectives in procuring our services;
(f) Information about your employment, education, family or personal circumstances, and interests, where relevant;
(g) Information to assess whether you may represent a politically exposed person or financial crime risk.

4. The basis for processing your personal data (other than with your consent), how we use that personal data and whom we share it with

4.1 Performance of a contract with you

We process your personal data because it is necessary for the performance of a contract to which you are a party or in order to take steps at your request prior to entering into a contract.

In this respect, we use your personal data for the following:

(a) To prepare a proposal for you regarding the services we offer;
(b) To provide you with the services as set out in our agreements with you or as otherwise agreed with you from time to time;
(c) To deal with any complaints or feedback you may have;
(d) For any other purpose for which you provide us with your personal data.

We may share your personal data with or transfer it to the following:

(a) Your agents, advisers, intermediaries, and custodians of your assets who you tell us about;
(b) Third parties whom we engage to assist in delivering the services to you;
(c) Our professional advisers including lawyers, consultants, accountants, IT or public relations advisers;
(d) Other third parties such as intermediaries who we introduce to you;
(e) Our data storage providers.

4.2 Legitimate interests

We also process your personal data because it is necessary for our legitimate interests or the legitimate interests of another person.

We use your personal data for the following:

(a) For marketing to you (see Marketing section);
(b) Training our staff or monitoring their performance;
(c) Administration and management of our business;
(d) Seeking advice on our rights and obligations.

We will share your personal data with the following:

(e) Our advisers or agents;
(f) Third parties and their advisers acquiring or considering acquiring our business.

4.3 Legal obligations

We also process your personal data for our compliance with a legal obligation.

We use your personal data for the following:

(a) Compliance with anti-money laundering, conduct of business, market and tax transparency requirements;
(b) As required by regulators or legal authorities.

We share your personal data with the following:

(a) Our advisers;
(b) Our auditors;
(c) Third parties conducting background checks;
(d) Regulators or law enforcement agencies.

5. Marketing

We will send you marketing about similar services we provide and other updates that may interest you via post, telephone, email, SMS, or digital channels.

You may unsubscribe from such messages at any time.

6. Transfer and processing of your personal data outside the DIFC

Your personal data may be transferred outside the DIFC, based on:

(a) Adequate level of protection in the recipient country;
(b) Appropriate safeguards provided by the recipient;
(c) Your explicit consent;
(d) Necessity for the performance of a contract.

For more information on international data transfers, please contact us.

7. Retention of your data

(a) Personal data required under anti-money laundering laws is retained for 6 years after termination of the relationship;
(b) In most other cases, personal data is retained for 6 years after our relationship ends.

8. Security

We protect your personal data with appropriate technical and organizational measures against unauthorized access, misuse, and loss. Only authorized personnel have access under a duty of confidentiality.

9. Contact details:

Address your queries to our Compliance Department:

By post: Index & Cie Limited, Index Tower, East Entrance, level 20, P.O. Box 507069, Dubai, United Arab Emirates – Att. Compliance Officer

By email: [email protected]

By telephone: +971 4563 8500

I agree to the terms and conditions

JOB DESCRIPTION - Relationship Manager – DUBAI, DIFC

DIVISION: Wealth Management
EMPLOYMENT: FULL – TIME

Our Firm

Index & Cie is a leading multi-family office and asset management operation based and regulated in the DIFC;
We are looking to expand our business in the GCC, MENA, Western expats, CIS, NRIs/ NRPs;
With a leading digital platform, access to global markets and unique investment philosophy and strategies, we are well structured to service clients from various geographies and investment needs;
You will have the opportunity to work with a seasoned, well-established and international team, where everyone’s opinions and inputs are important.

RM Responsibilities & Requirements

Responsibilities

Be a trusted manager of your clients financial needs;
Cultivate a stable client portfolio through personal and business connections;
Good understanding of the regulatory framework, legislation and best market practices;
Strong ethical professional behaviour is essential, as stewards of your clients’ interest and protection at all times;
Actively define your strategy to develop your clients’ portfolios using the full breath of the firm’s strategies and capabilities;
You must be an active team member, ready to communicate and contribute to the firm’s commercial development with ideas and suggestions;
Achieve individual targets against KPIs, including revenue targets, client base growth (AUM) and account profitability, while maintaining a high standard of service quality.

Requirements

A senior-level professional with no less than 5 years of experience in a currently existing well-established private bank or wealth management firm;
An established HNW client base is required, with which there has been years of demonstrable communication and professional collaboration in the financial domain;
You shall produce a business plan for the first 3-year revenue projections and assets-under-management growth with our firm;
Knowledge of financial markets and investment strategies is a plus, although not essential;
You are expected to constantly expand your existing relationships and acquire new ones;
Excellent presentation and communication skills;
Motivation and team spirit is essential, strong sense of teamwork;
Interest and knowledge to explore alternative asset classes such as venture capital, hedge funds, crypto instruments, etc. is welcome;
Fluent in spoken and written English language, others languages a plus;
Impeccable work ethics.

Careers

Candidates

JOB DESCRIPTION - Relationship Manager – DUBAI, DIFC

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