Relationship Manager / Business Development Executive

RELATIONSHIP MANAGER / BUSINESS DEVELOPMENT EXECUTIVE

Location: DIFC, Dubai
Company: Marigold Capital Advisors Limited

ABOUT THE COMPANY

Marigold Capital Advisors Limited is a growing boutique wealth management firm based in the DIFC.

We specialise in building systematic and data-driven investment strategies and are looking to add a Business Development Executive / Relationship Manager to our team.

ABOUT THE ROLE

We are looking for a Relationship Manager / Business Development Executive who can bring new clients to the firm and build strong, long-term relationships with them.

The right person should be confident in approaching prospective clients, understanding their requirements and clearly explaining suitable investment products.

We are looking for someone with strong communication and problem-solving skills, good organisation and a genuine willingness to learn about our investment strategies.

There is no specific qualification required. We value proven results, initiative and the ability to build trusted client relationships.

KEY RESPONSIBILITIES

• Develop and carry out business development plans to bring new clients to the firm.

• Conduct outreach, prospecting and lead-generation activities to build a strong client pipeline.

• Understand each client’s needs and introduce suitable investment products.

• Learn the firm’s investment strategies and explain them clearly to prospective clients.

• Manage client relationships from the first meeting through onboarding and ongoing support.

• Maintain organised records of leads, meetings, follow-ups and next steps.

• Provide a responsive and personalised service while managing multiple client relationships.

• Work well with the team and contribute positively to the firm’s working environment.