Executive Director & Client Partner

Wealthbrix Capital Partners Limited

Dubai

On-site

AED 918,000 - 1,542,000

Full time

6 days ago
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Benefits offered by this job

Open platform
Competitive pay
Incentive plan
Autonomy
Leadership access

Job summary

Wealthbrix Capital Partners Limited in Dubai, UAE, seeks an Executive Director & Client Partner to lead and grow its UHNW/HNW client franchise within Private Wealth / Client Coverage. You will own a book, advise across investments, lending, and wealth structuring on an institutional platform.

Ideal candidate has 12–15 years in private banking or EAM/MFO, with a proven revenue-generating book, strong relationships, and fluency in English; MBA/CFA preferred.

Qualifications

  • 12–15 years minimum experience in private banking, wealth management, or EAM, with UHNW/HNW client relationships.
  • Background at EAM/MFO or independent wealth advisory strongly preferred.
  • Proven ability to originate and retain a revenue-generating book of clients and assets.
  • Fluency in English; additional languages advantageous.

Responsibilities

  • Own, manage, and grow a portfolio of UHNW/HNW clients with a sizeable AUM/AUA book.
  • Serve as primary point of contact for investments, wealth structuring, banking, and lending needs.
  • Originate new client relationships and referrals to expand the UHNW/HNW franchise.
  • Deliver holistic wealth advice across discretionary and advisory portfolios and structuring.

Skills

Relationship management
Private banking
Wealth management
New client origination
Negotiation
Presentation
English fluency

Education

Bachelor's degree
MBA/ICWM/CFA

Job description

Job Opening: Executive Director & Client Partner

Location: Dubai, UAE

Department: Private Wealth / Client Coverage

Reports To: Head of Private Wealth

Employment Type: Full-time, Permanent

Compensation: Competitive fixed base + performance-based incentive linked to AUM/AUA growth and revenue generation

About Wealthbrix Capital Partners

Wealthbrix Capital Partners Limited is an institutional-grade wealth management platform built to give Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) & Mid-Tier Millionaires (MTMs) clients access to a broader, more open-architecture suite of investment solutions, banking partners, and specialist advisory services than a traditional single-institution model can offer. We are expanding our senior client coverage team and are looking for an experienced, entrepreneurial wealth professional to lead and grow our client coverage team.

The Opportunity

As Executive Director & Client Partner, you will take ownership of an established book of UHNW/HNW relationships and sizeable assets under management / advisory, acting as the primary trusted advisor and strategic partner to your clients. You will represent the full breadth of Wealthbrix’s institutional platform — multi-custodian access, open-architecture investment products, and bespoke advisory — bringing clients a wider and more independent choice than they would typically receive from a traditional wealth platform.

This role suits a senior banker, ideally with a background at an External Asset Manager (EAM) / Multi-Family Office, who is ready to move onto an institutional-grade platform and build a long-term franchise with greater product breadth, independence, and economics.

Key Responsibilities
  • Own, manage, and grow a portfolio of UHNW and HNW client relationships, carrying a sizeable book of assets under management/advisory of at least USD 150M–200M+.
  • Act as the primary point of contact and trusted advisor for clients across investments, wealth structuring, banking, and lending needs.
  • Originate new client relationships and referrals, expanding the firm's UHNW/HNW franchise in target markets, with a personal revenue/AUM growth target agreed annually.
  • Deliver holistic wealth advice spanning discretionary and advisory portfolios, alternative investments, structured products, banking/credit solutions, and wealth structuring, leveraging the platform's open-architecture and multi-custodian capabilities.
  • Partner with product specialists, investment advisory, and structuring teams to construct tailored solutions for clients.
  • Ensure the highest standards of client experience, retention, and satisfaction.
  • Maintain full compliance with KYC/AML, client suitability, and all applicable regulatory requirements
  • Represent Wealthbrix in the market, building the firm's brand and reputation among UHNW/HNW individuals, family offices, and intermediaries.
Candidate Profile
  • 12–15 years minimum experience in private banking, wealth management, or external asset management, with a demonstrable track record of managing UHNW/HNW client relationships.
  • Prior experience at an External Asset Manager (EAM), Multi-Family Office, or independent wealth advisory strongly preferred.
  • Proven ability to originate and retain a sizeable, revenue-generating book of clients and assets.
  • Strong network among UHNW/HNW individuals, family offices, and intermediaries.
  • Deep knowledge of investment products (discretionary/advisory mandates, alternatives, structured products), banking/lending, and wealth structuring solutions.
  • Entrepreneurial mindset with a genuine desire to build on an open-architecture, institutional-grade platform rather than a proprietary product shelf.
  • Excellent relationship management, negotiation, and presentation skills.
  • Bachelor's degree required; MBA, ICWM, CFA, or equivalent professional qualification preferred.
  • Fluency in English required; additional languages relevant to the client base (e.g., Arabic, Hindi, Russian, French, Spanish) are an advantage.
What Wealthbrix Offers
  • A genuinely open-architecture, institutional-grade platform giving clients and the candidate a wider choice of products, custodians, and solutions.
  • Competitive fixed compensation plus a performance-based incentive structure tied to AUM / AUA growth and revenue generation.
  • Autonomy to build and run your client franchise with strong back-office, compliance, CIO Office and product support.
  • A collaborative, entrepreneurial culture with direct access to senior leadership.
  • Professional work culture.

All applications will be treated in the strictest confidence.

Wealthbrix Capital Partners Limited is an equal opportunity employer.

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