Canada Office +1 514 288 1997

Relationship Manager – Dubai

The primary role of the RM is to perform all activities required in terms of the compilation and submission of client applications for the relevant residence or citizenship program. This includes building and managing rapport with clients and their advisors to ensure optimum customer acquisition, retention and income generation. The role requires expertise across the entire residency and citizenship program portfolio offered by H&P as well as the ability to be able to support other ancillary requirements when needed. RMs are expected to deliver world-class, industry leading customer service to new and existing clients.

External Work Relationships and Contacts

  • New & existing clients
  • Government institutions & regulatory bodies
  • New & existing intermediaries and introducer's including external service providers

Internal Work Relationships and Contacts

  • The H&P Global office network
  • Managing Partners
  • Client Advisors (CAs)

Accountability

  • Responsible for maintaining Client relationships in accordance with established jurisdictional targets
  • Responsible for advising on the entire H&P services portfolio

Responsibilities

  • Manage key client relationships through regular contact and visits (if applicable)
  • Serve as the primary client contact and advocate for day-to-day activities necessary for the client application and escalate issues and requests when needed
  • Build and execute a client-centric relationship framework inclusive of regularly scheduled status calls & application reviews
  • Establish and maintain customer satisfaction through account planning, proactive client communications and issue remediation
  • Continuously identify and exploit cross-selling opportunities that embed the firm and its offerings with client needs
  • Leverage internal resources to assist the client with meeting the requirements of their application
  • Mentoring junior members of the team

Required Competencies

Excellent time and task management skills and the ability to manage multiple conflicting priorities. Able to foresee problems and prevent them by taking action and to effectively interpret and anticipate Client needs. Exceptional listening-, oral- and written skills producing well thought-out, professional correspondence free of grammatical and spelling errors. Interacts professionally with Clients and associates at all times and promptly responds to requests with accuracy and a courteous demeanor. Demonstrates an awareness of fundamental business principles as well as a deep understanding of the overall industry. Works as a competent member of the team, willingly providing back-up support for co-workers when appropriate. Proficient at using standard office equipment and software.

Managerial Competencies

  • Empowering and building trust
  • Communication and interpersonal skills
  • Collaboration skills

Cross-Functional Competencies

  • Innovation and creativity
  • Planning and organising

Essential Minimum Qualifications and Professional Experience Required

  • 5 years’ + experience of account management within investments, insurance, private bank or wealth management
  • Proven track record of successfully building and nurturing multi-level client relationships
  • Superior written and verbal communication skills
  • Ability to identify opportunities to cross-sell H&P's services
  • Ability to work both independently and within a team environment, with focus and excellent attention to detail
  • Proficient in Microsoft Word, Excel, PowerPoint and CRM

Desirable Qualifications and Competencies

  • Undergraduate degree in business, economics, marketing or other related disciplines
  • Masters or an advanced degree will be considered as an advantage
  • Knowledge and experience in the immigration by investment industry
  • Strong international networks that allow for business development
  • Multi-lingual

Applications

Applications may be submitted via our application form