Client Servicing Manager – Private Banking

Charterhouse Middle East; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A recruitment agency in Dubai is seeking a Client Servicing Manager to support a team of private bankers. The role focuses on client management, onboarding high-net-worth individuals, and preparing portfolio reports. Candidates should have experience in Wealth Management and strong compliance knowledge. This position offers a salary of AED 20,000 – 25,000 per month.

Qualifications

• Experience within a Wealth Management or Private Banking organisation.
• Ability to manage relationships with high-net-worth individuals.
• Knowledge of compliance and onboarding procedures.

Responsibilities

• Support a team of private bankers.
• Manage existing client relationships and onboard new clients.
• Prepare portfolio reports for clients.

Skills

Experience within Wealth Management or Private Banking

Comfortable dealing with HNI clients

Strong knowledge of compliance

Strong knowledge of onboarding procedures

Job description

Job details: Location: Dubai | Salary: AED 20,000 – 25,000 per month | Job Type: Permanent | Discipline: Financial Services | Reference: 53555 | Posted: about 1 month ago | Share this job

About the role

The Client Servicing Manager is responsible for supporting a team of experienced private bankers with their growing portfolio of clients. The role will be tasked with a wide range of activities, with the primary focus on existing client management, onboarding new clients and preparing portfolio reports. The role involves engaging with high-calibre clients, requiring the delivery of an exceptional standard of service in all communications and support provided.

About you

To be considered for this role, the successful candidate must have experience within a Wealth Management or Private Banking organisation and be comfortable dealing with HNI clients, while supporting a team of bankers. The ideal candidate should be confident in their abilities and possess strong knowledge of compliance and onboarding procedures. This expertise is essential to ensure a smooth, seamless, and efficient experience for all clients.