Careers

    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.

      JOB DESCRIPTION - Senior Relationship Manager –DUBAI, DIFC

      DIVISION: Wealth Management
      EMPLOYMENT: FULL – TIME

      Our Firm

      • Leading multi-family office and asset management operation at DIFC, with a category 3 license, looking to expand its business on the segments: GCC, MENA, Western expats, CIS, NRIs/ NRPs.
      • With a leading digital platform and access to global markets and exclusive products, we are well structured to service clients from various geographies and diverse investment interests.
      • You will have the opportunity to work with a seasoned, well-established and very international team, where everyone’s opinions and inputs are important.

      RM Responsibilities & Requirements

      Responsibilities

      • Be a trusted advisor and investment manager for your clients.
      • Cultivate a stable portfolio through personal network and prospection.
      • Good understanding of the regulatory framework, legislation and best market practices.
      • Actively define your strategy to develop your clients’ portfolios using the full breath of the firm’s products and capabilities.
      • An active team member, ready to contribute for the development of the commercial and investment areas 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

      • You should be currently working at a well-established Private Bank or Wealth Management firm with not less than 5 years of experience at Senior level.
      • Strong knowledge of financial products and financial markets
      • Have an established HNW client base.
      • Business Plan for the first 3 years.
      • Generate growth in AUM and revenue streams that will ensure delivery of the financial plan
      • Continue to grow your existing relationships and acquire new ones.
      • Excellent presentation and communication skills.
      • Motivation and team spirit is essential, strong sense of group.
      • Interest and knowledge to explore alternative asset classes: venture capital, hedge funds, crypto instruments, etc.
      • Fluent English, others languages a plus.
      • Impeccable work ethics.

      To apply, please send an updated CV and Business Plan to: careers@indexcie.com