Private Banking Relationship Manager

Info Resume Edge; Dubai; On-site; AED 300,000 - 540,000; Full time

Job summary

Info Resume Edge in Dubai is seeking an experienced Private Banking Relationship Manager to grow a portfolio of high-net-worth clients. You will tailor wealth management solutions, provide investment guidance, and deliver exceptional service across all client touchpoints.

The role requires deep financial knowledge, strong relationship-building skills, and the ability to work collaboratively with internal teams while ensuring regulatory compliance and delivering detailed client reports.

Qualifications

• Bachelor’s degree in Finance, Economics, Business or related field; MBA or CFA/ CFP preferred.
• Minimum 5 years in private banking, wealth management, or relationship management.
• Strong knowledge of financial markets and wealth management strategies.
• Excellent interpersonal communication and negotiation skills.
• Proven track record of growing high-net-worth client portfolios.
• Ability to work independently and in a team; strong analytical and problem-solving abilities.
• Knowledge of UAE and international banking regulations; fluency in English.

Responsibilities

• Manage and develop relationships with high-net-worth individuals and families.
• Understand clients' financial goals and provide tailored wealth management solutions.
• Advise on investment products, diversification, and estate planning.
• Conduct regular portfolio reviews and provide market updates.
• Collaborate with internal teams to deliver comprehensive financial solutions.
• Identify new business opportunities and assist in acquiring clients.
• Ensure regulatory compliance and prepare client reports and presentations.
• Handle client queries and maintain high satisfaction.
• Attend networking events and build a professional private banking network.

Skills

Relationship management

Wealth management

Investment products

Communication

Negotiation

Analytical thinking

Problem-solving

Regulatory knowledge

Teamwork

English proficiency

Education

Bachelor’s degree in Finance Economics Business or related field

MBA or relevant certifications (CFA CFP)

Job description

Job Summary:

We are looking for an experienced and client-focused Private Banking Relationship Manager to join our team in Dubai. The ideal candidate will manage and grow a portfolio of high-net-worth clients by providing tailored financial solutions investment advice and wealth management services. This role requires strong relationship-building skills deep financial knowledge and the ability to deliver exceptional client service.

Key Responsibilities:

• Manage and develop relationships with high-net-worth individuals and families.

• Understand clients financial goals and provide personalized wealth management solutions.

• Advise clients on investment products portfolio diversification estate planning and other financial services.

• Conduct regular portfolio reviews and provide market updates to clients.

• Collaborate with internal teams such as investment credit and legal to deliver comprehensive financial solutions.

• Identify new business opportunities and assist in acquiring new clients.

• Ensure compliance with regulatory requirements and internal policies.

• Prepare detailed client reports proposals and presentations.

• Handle client queries and resolve issues promptly to maintain high satisfaction.

• Attend networking events and build a strong professional network in the private banking sector.

Qualifications and Skills:

• Bachelors degree in Finance Economics Business or related field; MBA or relevant certifications (CFA CFP) preferred.

• Minimum 5 years of experience in private banking wealth management or relationship management.

• Strong knowledge of financial markets investment products and wealth management strategies.

• Excellent interpersonal communication and negotiation skills.

• Proven track record of managing and growing high-net-worth client portfolios.

• Ability to work independently and as part of a team.

• Strong analytical and problem-solving abilities.

• Knowledge of UAE and international banking regulations.

• Fluency in English; Arabic or other language skills are a plus.