Private Banking – Team Leader

Charterhouse; Dubai; On-site; AED 120,000 - 250,000; Full time

Job summary

An established industry player in wealth management is seeking experienced Private Bankers and Team Leaders to enhance their Dubai office. This role offers the opportunity to leverage your extensive network and investment expertise to onboard high-net-worth clients while receiving robust support from back and middle office teams. With a focus on growing assets under management, you will play a crucial role in driving the bank's success in the region. If you have a proven track record in a global Private Bank and are ready to take your career to the next level, this is a remarkable opportunity to make a significant impact in a dynamic environment.

Qualifications

• 5+ years of experience in a global Private Bank with UHNI clients.
• Strong network of potential clients and investment advisory skills.

Responsibilities

• Onboard new clients to increase revenue and AUM.
• Provide expert investment advice to diverse clientele.

Skills

Client Relationship Management

Investment Advisory

Account Opening

Team Leadership

Wealth Management

Education

Bachelor's Degree in Finance or related field

Master's Degree (preferred)

Job description

Charterhouse is working with a highly regarded Swiss Private Bank who is aiming to grow their DIFC office with experienced and proven Private Bankers and Team Leaders in order to further solidify themselves as a top wealth management institution in the region.

About the role

Our client's goal is to build on their consistent yearly growth and increase revenue generated in the region, so the incoming Bankers should have a track record of opening accounts for private/institutional clients in a Private Bank, and in turn growing their AUM. They should be comfortable in providing expert investment advice to clients from a variety of backgrounds and risk appetites, as this role will not be limited to working with one specific market.

Our client provides excellent back and middle office support, so the Private Bankers have the freedom to identify and onboard new clients in order to increase their revenue generation. Ideally, the banker should have vast experience in another Private Bank in the region so that the transition is as smooth as possible. There are also opportunities to join as a Team Leader depending on seniority level and relevant experience, but the goal of growing the business through AUM remains the same.

About you

The successful candidate should have at least 5 years of experience working in a similarly global Private Bank as a main point of contact for UHNI clients. They should be comfortable dealing with this level of clientele, and the ideal candidate will have a large network of clients who they could potentially onboard as clients. The Team Leader should have a track record of balancing the team's needs as well as maintaining relationships with their own clients. Having the ability to bring a team of Bankers would be a massive advantage as well.