MEA Private Banking: Senior Relationship Manager

Julius Baer Group; Dubai; On-site; AED 450,000 - 750,000; Full time

Job summary

Julius Baer Group seeks a Relationship Manager Private Banking to lead a portfolio of High Net Worth clients in the UAE, delivering tailored wealth management solutions and proactive client service. The RM will acquire new relationships and serve as a senior ambassador of the bank, upholding strict risk and regulatory standards.

The role requires extensive Private Banking experience, strong market knowledge, and the ability to travel as needed to meet client expectations and business objectives.

Qualifications

• Minimum 7–10 years of Private Banking experience servicing HNW/UHNW clients.
• Strong affinity with the target geographic markets and cultural awareness.
• Solid knowledge of global financial markets and investment products.
• Ability to tailor wealth management solutions to client goals and risk appetite.
• Willingness to travel and represent the firm with discretion and integrity.

Responsibilities

• Serve as the primary contact for High Net Worth and Ultra High Net Worth clients.
• Proactively manage client portfolios and deliver comprehensive wealth management solutions.
• Acquire new client relationships through professional networks and referrals.
• Maintain high client satisfaction by timely and professional responses.
• Collaborate with specialists to deliver tailored product solutions and services.
• Uphold risk, compliance and conduct standards in line with regulatory requirements.

Skills

Interpersonal skills

Client relationship

Persuasiveness

Client focus

Autonomy

Private Banking experience

Market knowledge

Regulatory knowledge

Commercial judgement

Solution selling

Willingness to travel

Job description

Julius Baer Group seeks a Relationship Manager Private Banking to lead a portfolio of High Net Worth clients in the UAE, delivering tailored wealth management solutions and proactive client service. The RM will acquire new relationships and serve as a senior ambassador of the bank, upholding strict risk and regulatory standards.

The role requires extensive Private Banking experience, strong market knowledge, and the ability to travel as needed to meet client expectations and business objectives.