Private Banking Relationship Manager

Confidential; Dubai; On-site; AED 250,000 - 400,000; Full time

Job summary

Confidential in the UAE is seeking experienced Relationship Managers to join its Private Banking team. The role focuses on acquiring, managing, and developing relationships with high-net-worth clients, delivering tailored wealth management and investment solutions.

Ideal candidates have a strong UAE network, proven ability to grow assets under management, and fluency in English and Arabic. You will collaborate with specialists to provide holistic private banking services while ensuring

Qualifications

• Bachelor’s degree in Finance, Economics, Business Admin, Mathematics, or a related field.
• Wealth management certifications (CISI, CFA) advantageous.
• 5+ years private banking or wealth management experience.
• Strong UAE HNW/UHNW client relationship experience.
• Arabic and English fluency preferred.

Responsibilities

• Manage a portfolio of HNW/UHNW clients with UAE focus.
• Provide holistic wealth management and private banking solutions.
• Identify client needs and recommend investments, lending, cash management and wealth structuring solutions.
• Acquire new clients and grow assets under management.
• Maintain client engagement through reviews and market updates.
• Collaborate with investment specialists, product teams, and support functions.
• Ensure compliance with regulatory and internal policies.
• Monitor market trends and provide informed client advice.
• Maintain accurate client records and meeting reports.

Skills

5+ years private banking

HNW/UHNW relationships UAE

business development

Arabic language

English language

presentation skills

Education

Bachelor's degree in Finance/Economics/Business Admin

CISI certification

CFA certification

Job description

About:

A leading regional private banking institution is seeking experienced Relationship Managers to join its growing UAE Private Banking team. The role is focused on acquiring, managing, and developing relationships with high-net-worth clients while delivering tailored wealth management and investment solutions.

This opportunity is ideal for professionals with a strong network and client coverage within the UAE market and a proven ability to manage and grow assets under management (AUM).

Key Responsibilities:

• Manage and develop relationships with a portfolio of high-net-worth and ultra-high-net-worth clients.
• Act as the primary point of contact, providing holistic wealth management and private banking solutions.
• Identify client needs and recommend suitable investment, lending, cash management, and wealth structuring solutions.
• Acquire new clients and assets while contributing to the overall growth objectives of the Private Banking business.
• Maintain regular engagement with clients through reviews, portfolio discussions, and market updates.
• Collaborate with investment specialists, product teams, and support functions to deliver seamless client service.
• Ensure compliance with all regulatory, KYC, AML, and internal policy requirements.
• Monitor market trends, investment opportunities, and industry developments to provide informed client advice.
• Maintain accurate client records, meeting reports, and follow-up actions.

Requirements:

• Bachelor's degree in Finance, Economics, Business Administration, Mathematics, or a related field.
• Relevant wealth management or investment certifications (CISI, CFA, or equivalent) are advantageous.
• 5+ years of private banking or wealth management experience.
• Proven experience managing HNW/UHNW client relationships within the UAE market.
• Strong business development and client acquisition track record.
• Preference for candidates with established client coverage and networks in the UAE.
• Fluency in Arabic and English is highly preferred.
• Strong understanding of investment products, portfolio construction, and wealth management solutions.
• Excellent relationship management, communication, and presentation skills.
• Solid understanding of regulatory and compliance requirements within private banking.

Preferred Candidate Profile:

• UAE market-focused Relationship Manager with an established high net worth client base.
• Arabic-speaking and bilingual professional.
• Demonstrated ability to build trusted client relationships and grow assets under management.