13 Relationship Management jobs in the United Arab Emirates

We are seeking a highly motivated and detail-oriented CRM Specialist to manage and enhance our customer relationship systems. The ideal candidate will play a key role in optimizing client communication, maintaining accurate data, improving lead conversion, and supporting sales and marketing strategies in line with business goals.

Key Responsibilities:

CRM Management:

• Maintain and update CRM platforms (e.g. Pipedrive).
• Ensure all customer data is accurate, complete, and well-organized.
• Manage and segment leads, prospects, and customer databases.

Lead & Sales Support:

• Track and manage the customer journey from lead capture to post-sale follow-up.
• Distribute qualified leads to the sales team and monitor follow-up performance.
• Create and generate reports to analyze lead performance, campaign effectiveness, and sales productivity.

Automation & Campaigns:

• Create and implement email/SMS marketing workflows and drip campaigns.
• Automate lead nurturing sequences to improve conversion and retention.
• Coordinate with marketing and sales to align CRM activities with campaigns and project launches.

Reporting & Analytics:

• Monitor KPIs related to lead generation, follow-ups, and conversions.
• Prepare weekly and monthly CRM performance reports for management.
• Analyze data trends and suggest actionable insights.

Customer Engagement:

• Support client engagement strategies by segmenting customer data and identifying upselling opportunities.
• Ensure timely and professional communication with prospects and existing clients.

Training & Support:

• Train team members on CRM best practices and system usage.
• Work with IT and vendors to troubleshoot system issues and implement improvements.

Requirements:

• Minimum 1 years of CRM experience in real estate (UAE experience preferred).
• Proficiency in CRM platforms (e.g. Pipedrive).
• Strong knowledge of real estate sales cycles and customer journey.
• Excellent communication, analytical, and organizational skills.
• Ability to work in a fast-paced, deadline-driven environment.
• Familiarity with digital marketing tools is a plus.

Preferred Skills:

• Knowledge of UAE property laws and RERA guidelines.
• Experience with real estate portals (Bayut, Property Finder, Dubizzle).
• Proficient in English is mandatory.

Senior CRM Professional

This role will be responsible for managing the company's customer relationship management (CRM) channel.

The ideal candidate will have experience working with CRM systems, preferably Braze, and a proven track record of planning and executing successful campaigns to drive customer engagement and loyalty.

We are looking for a highly skilled and experienced professional who can provide exceptional internal customer service, assist the marketing team on key projects, and coordinate with external agencies as needed.

The successful candidate will have a strong understanding of digital marketing principles and be able to analyze data to inform campaign decisions.

• We require a Bachelor's degree in Marketing, Advertising, or Communications.
• A minimum of 3 years' experience in marketing, advertising, media, or a related field with experience of managing CRM is essential.
• Familiarity with Braze CRM is a must.

The role is responsible for supporting clients that aim for setting up and supporting a regulated license under DFSA and FSRA regulatory framework such as Category 3A, 3B, 3C and Category 4 obtaining Category 3C or Category 4 license while providing excellence in fund services client relationship management and nurturing client relationships within our Fund Services business line. The role holder shall primarily interface between external parties (regulator, fund sponsors, fund managers, auditors, bankers, brokers, legal counsels, etc.) to understand their requirements and internal parties to ensure compliance, ensuring all the deliverables are accurate, on time and of high quality.

FUND FORMATION

• Assist with the initial engagement and pre-application process with the DIFC and DFSA and FSRA for Category 3A, 3B, 3C and Category 4 license applications on behalf of clients.
• Draft and/or support the preparation of the Regulatory Business Plan (RBP) and facilitate its submission to the DFSA/FSRA for preliminary feedback.
• Completion of all required DFSA/FSRA application forms, including AUT-CORE, AUT-IND, and AUTAMS, as applicable.
• Compiling and preparation of the complete application packages for Category 3A, 3B, 3C and Category 4 license applications.
• Submission of or provide support in filing the final application package, inclusive of the RBP and all supporting documentation, to the DFSA/FSRA.
• Be the primary point of contact between client and the Regulator and provide ongoing support and coordinate responses to DFSA/FSRA queries, as well as assist in scheduling and preparation for DFSA/FSRA interviews.
• Coordination on the company incorporation process with the DIFC/ADGM, including assistance in securing physical office premises and ensuring full compliance with all incorporation requirements.
• Facilitating the process for opening a corporate bank account.
• Submission of the necessary documentation to the DFSA/FSRA to demonstrate fulfillment of all in-principle approval (IPA) conditions, including incorporation records, lease agreements, and bank statements.

RELATIONSHIP MANAGEMENT

• Serve as the primary point of contact for a portfolio of fund services clients, building and maintaining strong, long-term relationships.
• Conduct regular contact moments with clients to understand their fund services needs, regulatory requirements, and reporting preferences.
• Ensure clients are informed about the full range of fund services available and provide expert guidance on best practices.
• Interpret the data and answer queries that might arise from the Fund Manager or investors regarding the financial statements of a fund and in particular its portfolio investments, fee calculations and NAV per share.
• Attend client meetings and provide technical support to the sales team.

SERVICE DELIVERY AND QUALITY ASSURANCE

• Collaborate with internal fund services teams to ensure the accurate and timely delivery of services to clients.
• Service existing funds and fund managers to ensure timely and excellent delivery of services as agreed with each manager.
• Review NAV packs and ensure they are error-free before being sent to the fund manager and investors.
• Communicate regularly and effectively with the Fund Services Delivery Centers who are responsible for all fund services.
• Constantly monitor shareholder services to ensure up-to-date processing of subscriptions and redemptions, with timely completion of KYC/AML checks.

TIME RECORDING:

• Accurately record chargeable time and value of service using Maconomy, ensure effective monitoring of transactions, handle pricing, invoicing and collection of outstanding fees for the portfolio of clients.
• Monitor own productivity and chargeability on a weekly basis and review productivity and performance against targets to ensure that individual financial targets and client communication KPIs are met.
• Follow a disciplined approach to submitting timesheets for client work and meet the weekly and monthly time/chargeability targets.

OTHER DUTIES

• Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management. Act as funds’ director, compliance officer and/or company secretary, as necessary.
• Undertake such other duties, related to the position, as may from time to time be agreed with Management.

• Relevant Bachelor’s degree in Legal or Business Administration. CFA / CAIA qualified or part qualified (preferred but not a must).
• At least 4-6 years’ work experience in setup support for Regulated license in DIFC/ADGM category 3C and/or 4 license applications, a good understanding of the daily operations of fund service provider including governance, compliance, NAV calculation and transfer agency function.
• Deep understanding, technical knowledge, regulatory expertise, Licensing process, compliance requirements, basic risk management and governance experience.
• Should have basic financial and business acumen and have some experience in preparing business plans and financial modelling.
• Experience communicating with the regulators frequently on license application, Category 3C and 4 formation and setup, fund services, strong interpersonal skills, and the ability to provide tailored solutions to meet clients’ fund service needs.
• Knowledge of regional fund types and asset classes.
• Good understanding of local market Fund regulations. Knowledge of PFX Paxus would be an advantage.
• Excellent organizational, interpersonal and communication skills, preferable in regional languages.
• Exceptional client-facing skills. Well-developed spoken and written communication skills and the ability to tailor style to relevant audiences, and successfully liaise with people at different levels. Excellent English language fluency; additional languages preferred.
• Strong analytical and problem-solving skills, solution-driven, highly organized and detail-oriented with good decision-making and time management skills. Independent, hands-on and takes accountability to deliver solutions and results.
• Ability to adapt and work in a smaller, dynamic local team environment with tight deadlines; along with being part of a bigger matrix organization. Proven team player skills, with ambition to excel in the role and grow into fund organization and structuring.

Are you passionate about leveraging data to drive business outcomes? We are seeking a highly skilled Data Analyst - CRM Specialist to join our team and contribute to a key project for one of our esteemed clients. This role is crucial for providing actionable insights and enhancing customer relationship management (CRM) strategies within the Microsoft Dynamics 365 ecosystem.

• The ideal candidate will be responsible for analyzing data from Microsoft Dynamics 365 (CRM) to provide insightful reports and dashboards, collaborating closely with sales, marketing, and customer service teams to optimize CRM processes and achieve critical business objectives.

• Key Responsibilities:

  1. Data Analysis & Insights: Provide actionable insights that directly support sales, marketing, and customer service operations.

  2. Reporting & Dashboard Development: Develop comprehensive dashboards, reports, and Key Performance Indicators (KPIs) using Power BI and other Office 365 tools.

  3. Stakeholder Collaboration: Collaborate extensively with business stakeholders to understand their data needs and translate them into precise technical requirements.

  4. CRM Optimization Support: Provide essential support to CRM administrators in optimizing data structures and improving workflow efficiencies.

  5. Ad-Hoc Analysis: Perform ad-hoc analysis and deliver timely, data-driven recommendations to support strategic decision-making.

• Education: Bachelor's degree in Computer Science, Information Systems, Data Analytics, or a closely related field.

• Experience: Minimum 3+ years of experience in a similar data analysis role, with a strong focus on working with Microsoft Dynamics 365 CRM.

• Office 365 Proficiency: Strong skills and hands-on experience with core Office 365 applications, particularly Excel, Power BI, Power Automate, SharePoint, and SQL.

Preferred Qualifications:

• Microsoft Certifications: Microsoft certifications related to Dynamics 365 or Power Platform.

• Query Languages: Familiarity with SQL, DAX, and Power Query (M language).

• Opportunity to work on high-profile projects and collaborate with experienced professionals.

• Professional growth and development opportunities.

Mid-Senior level

Contract

Information Technology

Outsourcing and Offshoring Consulting

About Keyper: At Keyper, we empower property managers with advanced technology to efficiently manage and enhance their property portfolios. Our comprehensive services facilitate everything from real-time performance monitoring to seamless digital transactions, all designed to optimize property management. Learn more at Keyper .

Job Title: Assistant Relationship Manager - RNPL

Key Responsibilities:

1. Respond to customer inquiries on the support channel.
2. Assist, educate and onboard customers seamlessly onto the RNPL platform.
3. Follow the given process of onboarding tenants onto CRM and liaise with the admin team to ensure necessary documentation is in place.
4. Address and resolve tenant and landlord inquiries and concerns in a timely and professional manner.
5. Support tenant’s move-in and move-out processes to ensure smooth transitions.
6. Assist in the negotiation and execution of lease agreements with tenants and landlords.

Desired Skills:

1. Effective communication and relationship management skills.
2. Ability to analyze data and prepare reports.
3. Proficiency in using digital tools and platforms for property management.
4. Strong customer service orientation with a focus on tenant and landlord satisfaction.

Qualifications:

1. Bachelor’s degree in business administration, Real Estate, or a related field.
2. Experience in customer service or administrative roles within the real estate or property management industry.
3. Strong organizational and multitasking skills.
4. Proficiency in using property management software and CRM systems.
5. Excellent communication and interpersonal skills.
6. Attention to detail and strong problem-solving skills.
7. Ability to work collaboratively with cross-functional teams.
8. Proficiency in Arabic and English.

Job Title: Executive Leader in Sales and Client Relationship Management

We are seeking a highly skilled and experienced professional to lead our sales and client relationship management efforts.

The successful candidate will be responsible for driving growth strategy, managing existing strategic clients, and identifying new business opportunities.

Key Responsibilities:

• Growing the base account portfolio by increasing wallet share and selling new offerings.
• Partnering with customers to understand their business needs and objectives.
• Building and maintaining strong, long-lasting customer relationships.
• Developing and executing strategic plans to achieve sales targets.
• Building pipeline, collecting client requirements, developing solutions, and closing deals.
• Defining value proposition, win strategy, and competitor differentiators.
• Effectively communicating the value proposition through proposals and presentations.
• Understanding industry trends and reporting on key account developments.

Qualifications, Experience & Attributes:

• Overall 15+ years of experience, with at least 5 years in contact center/out sourcing space.
• Complete understanding of commercial models and financial statements.
• At least 2 years of experience in Account Management/Sales/Pre-Sales/Consulting domains.
• Good understanding of market landscape and connections with senior client executives.
• Reasonable understanding of up-and-coming technologies in BPO space.
• CRM/BPO/outsourcing industry experience.
• Proficient in Arabic and English.
• Strong ability to learn fast and operate effectively in a global organization.
• Demonstrated ability to communicate, present, and influence credibly at all levels.
• Excellent listening, negotiation, and presentation skills.

Location:

UAE, Dubai - Dubai CommerCity

Language Requirements:

Company Description

Emirates Investment Bank PJSC (EIBank) is an independent onshore private bank based in Dubai, United Arab Emirates, offering a wide range of banking and investment services to a select group of clients, supporting them through every stage of their wealth journey.

Established in 1976 by prominent UAE business families, EIBank offers bespoke solutions across the full range of wealth management services, from asset management and access to global markets to advisory services.

EIBank is a relationship driven bank, focused on building long-term partnerships. Our flexible and consultative approach enables us to offer customized products and solutions through innovative advice and services.

EIBank is listed on the Dubai Financial Market since 2005 and its shareholder base is composed of highly respected UAE business families and private investors from the local community.

Job Purpose

• The role is a key enabler in the acquisition of high-net-worth clients to support the Bank’s business strategies.
• The role is required to acquire/ transfer HNW clients’ portfolios to Emirates Investment Bank to generate fee income and Assets Under Management (AUM).
• The role must work closely with team leaders, Head of Business Development and Investment Advisors to ensure client product suitability is maintained as per the internal policies.

Key Accountabilities

Client Acquisition and Revenue:

• To source new qualified clients for Wealth Management business based on the business plan submitted at the time of on-boarding.
• To ensure generation of net fee income through the sale of Investment products and to generate the required Assets under Management (AUM).
• To maintain regular contact with the client including regular face-to-face meetings and maintain call reports of all client activities.
• To profile the clients’ risk and return aspirations and work with Investment Advisors to maintain client risk profile suitability at all times.
• To increase assets under management of existing clients and develop the relationship.
• To provide and maintain, on an ongoing basis, a monthly report, figures, forecasting and any other records which may be required by the Team Leader to keep up-to-date records of sales & performance.
• To do account planning with Team Leader and Head of Distribution and Investment Advisors to understand the needs of the client and provide appropriate financial solutions to the client.
• To ensure consistent service delivery is maintained at all touch points for clients.
• To continuously provide feedback on competitive activities to the Product and Business team to track market developments.
• To attend regular product trainings and to be updated with the financial market developments.
• To safeguard the Bank’s reputation by ensuring ethical and professional behavior is maintained at all times.
• To maintain superior client service levels by pro-actively meeting the clients on regular basis and pre-empting any possible client complaints and concerns.

Client Portfolio Management:

• To maintain and enhance new and existing relationships with key and prospective clients to ensure business continuity and growth.
• To provide regular updates to the Head of Business Development/ Wealth Management on performance of the portfolio accounts and on key market updates which may impact client attrition.
• To analyse the client’s financial standing to assess the credit risk for the client and ensure that the credit quality of the portfolio is not compromised.
• To recommend/reject or approve credit facilities, within prescribed limits, after a comprehensive analysis of the client’s net worth and proposed financial standing.
• To ensure provision of high quality and timely service to clients.

Internal Collaboration:

• To monitor service level agreements and manage the coordination with other departments to meet client service expectations.
• To engage with key stakeholders including on-boarding team, credit, operations, technology, and treasury to deliver a timely and effective level of client experience.

Regulatory and Compliance:

• To ensure that the client being on-boarded is of good reputation and financial standing and will maintain proper financial and KYC documentation at all times.
• To ensure customer documentation is complete and in line with the Bank’s requirements.
• To help service coordinators in resolving documentation and other client-related discrepancies.
• To adhere to a robust control framework, ensuring communications with clients meet internal control standards and external regulatory requirements.
• To ensure clients’ KYC and risk profile are reviewed regularly as per compliance policy, and is updated with any new changes in clients’ financial status.
• To ensure risk assessment of the client portfolio is maintained by personally reviewing all proposals, identifying, and assessing all risk inherent in credit exposures.
• To ensure all compliance/ credit and AML queries are answered within 48 hours.
• To ensure all internal and external trainings are attended and CPD hours are completed.

Qualification & Experience

• Overall, 10-15years of experience in Banking and minimum 5-10 years of experience in Wealth Management/ Private Banking/ Asset Management.
• Command on English language. Additional language required.
• Proficient in MS Office.
• CISI qualification

We are hiring for a Wealth Management company in Dubai for the role of Relationship Manager. The ideal candidate shall have a proven track record in managing high-net-worth clients, delivering tailored financial solutions, and maintaining long-term client relationships within a well-established financial institution.

Key Responsibilities :

Client Acquisition and Portfolio Management

• The idea candidate should have managed and grown a portfolio of high-net-worth clients with a minimum initial deposit of USD 1 million per client.
• Ensured an average portfolio size per client of USD 3-5 million over 12-24 months.
• Should have onboarded and fund 8-10 new clients within the first six months.
• Establish and nurture long-term relationships with clients to drive loyalty and retention.

Investment Advisory and Financial Solutions

• Offer a range of investment products, including stocks, bonds, mutual funds, and ETFs, catering to both local and international client needs.
• Provide insightful, market-relevant advice, considering factors such as interest rate cycles, inflation, and broader market conditions.

Client Relationship Management

• Act as a trusted advisor, building relationships with high-net-worth individuals through a confident, personable approach.
• Maintain strong communication and presentation skills, with a high command of English.
• Leverage an understanding of high-net-worth client requirements to tailor financial strategies and product recommendations.

Requirements

Qualifications and Experience :

• Minimum 8-10 years of experience in UAE Wealth Management.
• Demonstrated loyalty and consistency, having been with the current institution for at least 4-5 years.
• Extensive knowledge of wealth products, including practical experience in advising and implementing solutions.
• Experience managing portfolios with substantial AUM, reflecting strong client relationships.
• Previous experience in a Private Bank is preferred, although candidates from elite retail wealth teams (such as Priority, Signature, Elite, etc.) are also welcome to apply.

Compensation and Benefits :

• Salary Range : AED 25,000 and no bar for deserving candidates, based on experience, current compensation, and portfolio size.
• Variable Pay : Quarterly sales incentives, with payout slabs starting at 35% and going up to 50%.
• Medical and Visa : Comprehensive medical coverage for the RM and family, visa sponsorship, and annual leave as per labor laws.
• Retirement Benefits :

Gratuity credited monthly, as per UAE labor laws.

• Weekly market updates and continuous product training.
• Support from dedicated service teams for account setup, product management, and portfolio reviews.
• Access to exclusive company events, including international off sites and regular contests.
• Transparent pricing tools and open-door policies for performance discussions and growth support.
• High-level support from the company’s CIO and CEO to close important client deals.

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Emirates Investment Bank PJSC (EIBank) is an independent onshore private bank based in Dubai, United Arab Emirates, offering a wide range of banking and investment services to a select group of clients, supporting them through every stage of their wealth journey.

Established in 1976 by prominent UAE business families, EIBank offers bespoke solutions across the full range of wealth management services, from asset management and access to global markets to advisory services.

EIBank is a relationship driven bank, focused on building long-term partnerships. Our flexible and consultative approach enables us to offer customized products and solutions through innovative advice and services.

EIBank is listed on the Dubai Financial Market since 2005 and its shareholder base is composed of highly respected UAE business families and private investors from the local community.

Job Purpose

• The role is a key enabler in the acquisition of high-net-worth clients to support the Bank’s business strategies.
• The role is required to acquire/ transfer HNW clients’ portfolios to Emirates Investment Bank to generate fee income and Assets Under Management (AUM).
• The role must work closely with team leaders, Head of Business Development and Investment Advisors to ensure client product suitability is maintained as per the internal policies.

Key Accountabilities

Client Acquisition and Revenue:

• To source new qualified clients for Wealth Management business based on the business plan submitted at the time of on-boarding.
• To ensure generation of net fee income through the sale of Investment products and to generate the required Assets under Management (AUM).
• To maintain regular contact with the client including regular face-to-face meetings and maintain call reports of all client activities.
• To profile the clients’ risk and return aspirations and work with Investment Advisors to maintain client risk profile suitability at all times.
• To increase assets under management of existing clients and develop the relationship.
• To provide and maintain, on an ongoing basis, a monthly report, figures, forecasting and any other records which may be required by the Team Leader to keep up-to-date records of sales & performance.
• To do account planning with Team Leader and Head of Distribution and Investment Advisors to understand the needs of the client and provide appropriate financial solutions to the client.
• To ensure consistent service delivery is maintained at all touch points for clients.
• To continuously provide feedback on competitive activities to the Product and Business team to track market developments.
• To attend regular product trainings and to be updated with the financial market developments.
• To safeguard the Bank’s reputation by ensuring ethical and professional behavior is maintained at all times.
• To maintain superior client service levels by pro-actively meeting the clients on regular basis and pre-empting any possible client complaints and concerns.
• To maintain and enhance new and existing relationships with key and prospective clients to ensure business continuity and growth.
• To provide regular updates to the Head of Business Development/ Wealth Management on performance of the portfolio accounts and on key market updates which may impact client attrition.
• To analyse the client’s financial standing to assess the credit risk for the client and ensure that the credit quality of the portfolio is not compromised.
• To recommend/reject or approve credit facilities, within prescribed limits, after a comprehensive analysis of the client’s net worth and proposed financial standing.
• To ensure provision of high quality and timely service to clients.

Internal Collaboration:

• To monitor service level agreements and manage the coordination with other departments to meet client service expectations.
• To engage with key stakeholders including on-boarding team, credit, operations, technology, and treasury to deliver a timely and effective level of client experience.

Regulatory and Compliance:

• To ensure that the client being on-boarded is of good reputation and financial standing and will maintain proper financial and KYC documentation at all times.
• To ensure customer documentation is complete and in line with the Bank’s requirements.
• To help service coordinators in resolving documentation and other client-related discrepancies.
• To adhere to a robust control framework, ensuring communications with clients meet internal control standards and external regulatory requirements.
• To ensure clients’ KYC and risk profile are reviewed regularly as per compliance policy, and is updated with any new changes in clients’ financial status.
• To ensure risk assessment of the client portfolio is maintained by personally reviewing all proposals, identifying, and assessing all risk inherent in credit exposures.
• To ensure all compliance/ credit and AML queries are answered within 48 hours.
• To ensure all internal and external trainings are attended and CPD hours are completed.

Qualification & Experience

• Overall, 10-15years of experience in Banking and minimum 5-10 years of experience in Wealth Management/ Private Banking/ Asset Management.
• Command on English language. Additional language required.
• Proficient in MS Office.

• Seniority levelMid-Senior level

• Employment typeFull-time

• Job functionBusiness Development and Other
• IndustriesBanking

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