Managing Director / Director - Private Banker - Investment Management Firm

Wave HR and Advisory Pvt Ltd; Dubai; On-site; AED 350,000 - 500,000; Full time

Job summary

A global investment management firm in Dubai is seeking a Client Relationship Manager to build and maintain relationships with ultra-high-net-worth clients. The candidate will develop tailored investment solutions and promote integrity and trust. Candidates must have a proven track record in private banking and strong analytical skills. The role emphasizes extraordinary client service and interpersonal communication.

Qualifications

• Proven experience in UHNW Private Banking or institutional banking.
• Track record in relationship acquisition and new business development.
• Experience influencing diverse resources and stakeholders.

Responsibilities

• Build and maintain relationships with clients as a trusted advisor.
• Develop tailored solutions for client investment and financing needs.
• Set goals and monitor progress to achieve objectives.

Skills

Understanding financial needs of high-net-worth clients

Strong communication and interpersonal skills

Financial acumen

Analytical and problem-solving skills

Commitment to extraordinary client service

Job description

Overview

The company is a Singapore-headquartered global investment management firm with USD 4.0+ billion in Assets Under Management (AUM). The company is one of the trusted advisors to world's wealthiest, most influential individuals and families. The company is one of the leading and award-winning investment firms in the region, focusing on managing funds with uncorrelated investment strategies, providing investors with the opportunity to achieve consistent returns across market cycles. The firm has 150+ professionals with additional offices in Dubai and India. Our Asset Management division investments in multi-asset strategies across Indian Growth Equity, Venture Debt, Private Credit, Venture Capital, Global Macro and Real Estate Private Equity.

Responsibilities

• Build Client Relationships - Demonstrates an in-depth understanding of clients' businesses and sources of wealth generation as well as serve as a trusted advisor to the clients.
• Develop Client Solutions - Develop tailored solutions that address clients' unique investment, risk management, and financing / liquidity needs.
• Execute and Drive Results - Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives.
• Teamwork - Help team members to acquire the experience necessary to establish credibility with clients and intermediaries.
• Build & Maintain Relationships with Business Partners, Colleagues and Staff - Develop strong relationships and partners with support functions across the Private Bank to maintain control, find solutions and resolve issues.
• Promote Integrity and Trust - Understand and communicate the risk involved with various investment strategies.

Knowledge / Experience

• Proven experience in UHNW Private Banking or the institutional / corporate banking market, specifically covering the relevant markets.
• Demonstrated track record in relationship acquisition.
• Proven success in building a new business, prospecting for new clients and business, identifying new business opportunities and closing transactions.
• Experience in working on teams and influencing diverse resources and stakeholders.

Skills

• Experience in understanding the financial needs of High net worth or Ultra-high net worth clients / families & excellent market coverage.
• Strong Communication and Interpersonal Skills : Ability to build rapport with wealth clients and effectively communicate complex financial information with an entrepreneurial spirit.
• Financial Acumen : Strong understanding of investment products, financial markets, and regulatory requirements.
• Analytical and Problem-Solving Skills : Ability to analyze client needs, develop tailored solutions, and identify opportunities and effectively communicate complex financial information.
• Demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and effective use of available resources.

Reports to : Group Chief Executive Officer

Locations : Dubai / Singapore