Private Banking Relationship Manager

Info Resume Edge; Dubai; On-site; AED 250,000 - 300,000; Full time

Job summary

A leading financial services firm is seeking an experienced Private Banking Relationship Manager in Dubai. The role involves managing and growing a portfolio of high-net-worth clients, providing tailored financial solutions, and delivering exceptional client service. Candidates should have at least 5 years of relevant experience, strong financial knowledge, and excellent interpersonal skills. The position offers the opportunity to work in a dynamic and rewarding environment.

Qualifications

• Minimum 5 years of experience in private banking, wealth management, or relationship management.
• Strong knowledge of financial markets, investment products, and wealth management strategies.
• Proven track record of managing and growing high-net-worth client portfolios.

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 and portfolio diversification.
• Conduct regular portfolio reviews and provide market updates to clients.
• Collaborate with internal teams 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.

Skills

Relationship-building skills

Financial knowledge

Communication skills

Negotiation skills

Analytical skills

Problem-solving abilities

Education

Bachelors degree in Finance, Economics, Business, or related field

MBA or relevant certifications (CFA, CFP)

Job description

About the job Private Banking Relationship Manager

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.