Global Private Banker

wowJobs; United Arab Emirates; On-site; AED 200,000 - 300,000; Full time

Job summary

A prestigious international private bank in Dubai is seeking a seasoned Global Private Banker. The ideal candidate will manage UHNW/HNW client relationships, provide investment advice, and ensure compliance with regulations. This role offers the opportunity to work in a dynamic environment focused on personalized wealth management.

Qualifications

• 10+ years of experience managing UHNW/HNW client relationships.
• Deep understanding of global investment products and cross-border wealth structuring.

Responsibilities

• Acquire and manage a portfolio of HNW/UHNW clients across global markets.
• Provide tailored investment and wealth planning advice.
• Ensure adherence to AML, KYC, and regulatory guidelines.

Skills

Client Acquisition

Investment Advisory

Relationship Management

Job description

Dear Candidate,

Position - Global Private Banker

Location - Dubai

Experience - 10+ years

Contact - [phone] or email resume to [HIDDEN TEXT]

About the Client

Private Banking Heritage: With over 180 years of experience, this bank has cultivated a rich tradition of providing personalized wealth management services.

Global Presence: It maintains a strong international network, with offices and subsidiaries in key financial hubs worldwide.

Sustainable Investing: The bank is committed to environmentally and socially responsible investing, offering innovative solutions that align with clients' values.

Discretion and Confidentiality: As a Swiss private bank, it upholds the highest standards of confidentiality and discretion, safeguarding clients' financial information and interests.

Holistic Wealth Management: The bank's comprehensive services encompass investment management, wealth planning, philanthropy, and family governance, ensuring clients' financial well-being and legacy.

Job Description

We are seeking a seasoned and dynamic Global Private Banker to join a prestigious international private bank in Dubai. The ideal candidate will have a strong track record of managing UHNW/HNW client relationships, with a deep understanding of global investment products, cross-border wealth structuring, and client advisory.

Key Responsibilities

1. Client Acquisition & Retention: Acquire, develop, and manage a portfolio of HNW/UHNW clients across global markets, particularly focusing on NRI, GCC, African, or European client segments.
2. Investment Advisory: Provide tailored investment and wealth planning advice aligned with client objectives and risk profiles, including discretionary, advisory, and execution-only mandates.
3. Cross-Border Solutions: Work with internal teams to structure cross-border solutions on tax, estate, and succession planning in compliance with global regulations.
4. Revenue Generation: Achieve and exceed revenue targets through cross-selling of banking, investment, and credit solutions.
5. Risk & Compliance: Ensure adherence to AML, KYC, and regulatory guidelines, and maintain high standards of documentation and ethical conduct.
6. Relationship Management: Build long-term, trust-based relationships with clients and their families; act as the primary point of contact for all banking and investment needs.