Elite Private Banking Director - HNW Growth

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

Job summary

A leading financial institution in the UAE is seeking a Financial Advisor to enhance Private Banking services for high-net-worth clients. The role focuses on optimizing client value, fostering relationships, and achieving growth in portfolio and revenue across various financial products. Candidates should have a university degree, possess strong selling and financial market knowledge, and at least two years of experience in a similar role within the banking sector. Certification by the Securities & Investment Institute is required.

Qualifications

• At least 2 years experience in a similar role within UAE banking sector.
• Certified from the Securities & Investment Institute (SII) for selling investments.
• Strong interpersonal skills and cultural sensitivity.

Responsibilities

• Optimize client value through Private Banking products and services.
• Communicate with HNW clients to provide structured advice.
• Recognize partnership opportunities with bank professionals.
• Maximize profitability while countering competition.
• Safeguard the bank from potential losses and ensure ethical behavior.
• Achieve revenue goals and portfolio growth targets.

Skills

Relationship Management

Selling skills

Financial Market Knowledge

Interpersonal Skills

Networking skills

Education

University Graduate

Job description

A leading financial institution in the UAE is seeking a Financial Advisor to enhance Private Banking services for high-net-worth clients. The role focuses on optimizing client value, fostering relationships, and achieving growth in portfolio and revenue across various financial products. Candidates should have a university degree, possess strong selling and financial market knowledge, and at least two years of experience in a similar role within the banking sector. Certification by the Securities & Investment Institute is required.