Client Relationship Manager

Role: Client Relationship Manager - Relocation to Dubai HQ

Must have: Wealth Management and Client Facing experience

About Hoxton Wealth

Hoxton Wealth is a globally recognised wealth management and financial advisory firm with approximately $3.5 billion in assets under management serving over 10000 clients across dozens of countries. We are regulated across major financial jurisdictions including the UAE UK USA Australia Cyprus and South Africa. Our mission is to deliver integrated borderless financial planning to international investors expatriates and high-net-worth individuals through a powerful combination of expert human advisers and cutting-edge technology.

Role Overview

We are seeking a driven and highly personable Client Relationship Manager to join our Client Services team. This role sits at the heart of the Hoxton Wealth client experience responsible for nurturing and deepening relationships with our existing client base ensuring an exceptional standard of service and acting as the primary point of contact for client enquiries reviews and ongoing portfolio support.

The ideal candidate will be a proactive communicator with a strong understanding of wealth management exceptional organisational skills and a genuine passion for delivering outstanding client outcomes.

Please note: This role will be based in our Dubai HQ and will involve relocation.

Key Responsibilities

Client Relationship Management

• Serve as the primary point of contact for an assigned portfolio of clients building trusted long-term relationships

• Conduct regular client review meetings (virtual and in-person) to assess financial goals life changes and portfolio performance

• Proactively communicate with clients to deliver market updates product changes and relevant financial planning insights

• Ensure client records and contact logs are maintained accurately within the CRM system

Service Delivery & Client Experience

• Manage and resolve client queries in a timely professional and empathetic manner

• Coordinate with advisers compliance and operations teams to ensure seamless onboarding and ongoing service delivery

• Monitor client satisfaction and take proactive steps to address any service concerns before they escalate

• Champion the adoption of the Hoxton Wealth app and digital tools among the client base

Portfolio Support & Retention

• Support advisers in preparing for client reviews including collating portfolio data and preparing client-facing reports

• Identify at-risk clients and implement retention strategies in collaboration with the advisory team

• Monitor client account activity and flag any unusual changes or concerns for adviser attention

• Drive high client retention rates across assigned book of business

Business Development Support

• Identify and act on cross-referral opportunities within the existing client base in collaboration with advisers

• Support the onboarding of new clients ensuring a smooth and welcoming transition into the Hoxton Wealth experience

• Contribute to client events webinars and seminars as a representative of the Client Services team

Compliance & Regulatory

• Ensure all client interactions and documentation adhere to the applicable regulatory requirements across jurisdictions

• Maintain up-to-date knowledge of relevant financial regulations (UAE UK international) as they affect client service

• Support the team in completing KYC AML and periodic review processes accurately and on time

Skills & Experience

Essential

• 2 years of experience in a client-facing role within financial services wealth management or a related field

• Strong understanding of investment products retirement planning and wealth management concepts

• Excellent verbal and written communication skills with the ability to convey complex financial information clearly

• Demonstrable experience managing client relationships with professionalism and discretion

• Proficiency with CRM systems and digital tools; comfortable with technology-driven client service

• High attention to detail with strong organisational and time management skills

Desirable

• Experience working with international or expatriate clients across multiple jurisdictions

• Knowledge of products including QROPS SIPPs offshore bonds and international investment platforms

• Relevant professional qualifications (e.g. CII CFP or equivalent)

• Multilingual capability particularly Arabic French or other languages relevant to our client base

What We Offer

• Competitive base salary with a performance-based bonus structure

• A dynamic international working environment with exposure to global markets and clients

• Access to Hoxton Wealths industry-leading technology platform and proprietary tools

• Clear career progression pathway within a fast-growing global firm

• Ongoing training professional development and support towards relevant qualifications

• A collaborative inclusive team culture with real ownership over your client relationships