Client Servicing Manager – Private Banking

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

Job summary

A leading Wealth Management firm in Dubai is seeking a Client Servicing Manager to support operations and manage communications with its HNI and UHNI client base. The successful candidate will have experience in Wealth Management or Private Banking, with strong knowledge of compliance and onboarding procedures. This role focuses on existing client management, onboarding new clients, and ensuring exceptional service delivery. The firm is expanding ambitiously and offers a dynamic work environment.

Qualifications

• Experience in Wealth Management or Private Banking is essential.
• Comfortable dealing with High-Net-Worth Individuals (HNI).
• Knowledge of compliance and onboarding procedures is critical.

Responsibilities

• Support a team of private bankers with client management.
• Engage with high-caliber clients and ensure exceptional service.
• Prepare portfolio reports and support onboarding of new clients.

Skills

Experience in Wealth Management or Private Banking

Comfortable dealing with HNI clients

Strong knowledge of compliance and onboarding procedures

Ability to deliver exceptional service

Job description

Charterhouse is working with an internationally recognized, publicly listed Wealth Management firm that is expanding in the UAE. Our client is based in the DIFC and are looking to hire a Client Servicing Manager to support with operations and manage communications with its HNI and UHNI client base. Our client is growing ambitiously and is investing significantly in its current batch of bankers, with plans to expand further over the next 12 months. 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.

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.