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Private Banking Client Services Manager for HNI Clients

Charterhouse

Dubai

On-site

AED 120,000 - 200,000

Full time

Yesterday
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Job summary

A leading Wealth Management firm in Dubai is seeking a Client Servicing Manager to support operations and manage communications with its HNI and UHNI client base. The successful candidate will have experience in Wealth Management or Private Banking, with strong knowledge of compliance and onboarding procedures. This role focuses on existing client management, onboarding new clients, and ensuring exceptional service delivery. The firm is expanding ambitiously and offers a dynamic work environment.

Qualifications

  • Experience in Wealth Management or Private Banking is essential.
  • Comfortable dealing with High-Net-Worth Individuals (HNI).
  • Knowledge of compliance and onboarding procedures is critical.

Responsibilities

  • Support a team of private bankers with client management.
  • Engage with high-caliber clients and ensure exceptional service.
  • Prepare portfolio reports and support onboarding of new clients.

Skills

Experience in Wealth Management or Private Banking
Comfortable dealing with HNI clients
Strong knowledge of compliance and onboarding procedures
Ability to deliver exceptional service
Job description
A leading Wealth Management firm in Dubai is seeking a Client Servicing Manager to support operations and manage communications with its HNI and UHNI client base. The successful candidate will have experience in Wealth Management or Private Banking, with strong knowledge of compliance and onboarding procedures. This role focuses on existing client management, onboarding new clients, and ensuring exceptional service delivery. The firm is expanding ambitiously and offers a dynamic work environment.
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