MEA Senior Private Banking Relationship Manager

Julius Baer; Abu Dhabi; On-site; AED 700,000 - 900,000; Full time

Job summary

Julius Baer in Abu Dhabi seeks a Relationship Manager Private Banking to serve High Net Worth clients, delivering tailored wealth management solutions, proactive client engagement, and risk-aware advisory alongside onboarding and team development. The RM acts as a bank ambassador, managing a portfolio and expanding relationships.

The role emphasizes client experience, risk management, and collaboration with specialists to meet evolving client needs while adhering to regulatory standards.

Qualifications

• Very good interpersonal skills.
• Ability to relate to clients and colleagues from diverse backgrounds.
• Persistent and persuasive.
• Passionate about clients.
• Possesses good judgement and ability to work under pressure.
• Plans, organizes, and carries out work autonomously and allocates work time independently.

Responsibilities

• Responds to all client needs in a timely and professional manner.
• Ensures high levels of client satisfaction by matching contact to client preference.
• Develops understanding of clients’ financial goals to tailor wealth management strategies.
• Provides investment advice aligned with policies and asset allocation.
• Proactively delivers client feedback to relevant specialists for improvement.
• Supports development of client initiatives and marketing strategies.

Skills

Interpersonal skills

Client relationship management

Communication

Persuasion

Judgement under pressure

Autonomy

Job description

Julius Baer in Abu Dhabi seeks a Relationship Manager Private Banking to serve High Net Worth clients, delivering tailored wealth management solutions, proactive client engagement, and risk-aware advisory alongside onboarding and team development. The RM acts as a bank ambassador, managing a portfolio and expanding relationships.

The role emphasizes client experience, risk management, and collaboration with specialists to meet evolving client needs while adhering to regulatory standards.