Head of Private Banking Portfolio & Client Lifecycle

ADIB Group; Abu Dhabi; On-site; AED 500,000 - 700,000; Full time

Job summary

A leading financial services provider in Abu Dhabi is seeking a Head of Portfolio Management and Customer Life Cycle to drive portfolio growth and enhance customer relations. The ideal candidate will have over 15 years of experience in wealth management, a strong background in client lifecycle management, and proven leadership skills. This role is essential to ensure exceptional service delivery and develop data-driven strategies that optimize client value.

Qualifications

• 15+ years of experience in wealth management or private banking.
• Strong understanding of customer lifecycle management.
• Proven skills in leads management and portfolio strategy.

Responsibilities

• Lead strategic portfolio management to enhance client profitability.
• Oversee client engagement initiatives for high service standards.
• Manage a structured leads generation and pipeline management framework.

Skills

Wealth management expertise

Client relationship management

Data-driven strategy development

Leadership and team development

Education

Bachelor’s degree in finance or related discipline

Master’s degree (MBA) preferred

Job description

A leading financial services provider in Abu Dhabi is seeking a Head of Portfolio Management and Customer Life Cycle to drive portfolio growth and enhance customer relations. The ideal candidate will have over 15 years of experience in wealth management, a strong background in client lifecycle management, and proven leadership skills. This role is essential to ensure exceptional service delivery and develop data-driven strategies that optimize client value.