Private Wealth Manager

High Street Resources; Dubai; On-site; AED 350,000 - 550,000; Full time

Job summary

A leading international private bank is seeking experienced Private Bankers for its Dubai office. The ideal candidate will have at least 5 years of experience in relationship management within private banking and a substantial network of ultra-high-net-worth clients. Fluency in both English and Arabic, along with a proven track record in investment sales, is essential. This role offers opportunities for client relationship development and investment portfolio management, making it critical for candidates to have knowledge of local regulatory conditions and financial markets.

Qualifications

• Minimum 5 years of experience as a Relationship Manager in Private Banking.
• Proven track record in investment sales and managing ultra-high-net-worth relationships.
• Familiarity with local regulatory policies and financial markets is essential.
• Familiarity with UAE regulatory policies and financial markets; local regulatory qualification.

Responsibilities

• Cultivate relationships with ultra-high-net-worth clients in the UAE market.
• Manage and acquire new client relationships.
• Collaborate to execute tailored investment solutions.
• Provide market updates, portfolio reports, and investment opportunities.
• Provide regular market updates, portfolio performance reports, and investment opportunities.
• Periodic travel to coverage regions for relationship development.
• Assist in creating presentations, proposals, and promotional materials.
• Track clients, AUM, and revenues using internal systems.
• Ensure compliance, operational, and due diligence requirements are met.
• Oversee private client relationships and manage investment portfolios.
• Collaborate on client sponsorship and KYC procedures.

Skills

Relationship Management

Investment Sales

Client Acquisition

Bilingual in English and Arabic

Client onboarding & KYC

Education

Local regulatory qualification

Tools

CRM systems

Job description

Our client is a large international Private Bank, with a strong presence in the Middle East Region. Looking for experienced Private Bankers:

Responsibilities

• Focus on cultivating relationships with ultra-high-net-worth individuals and families in the UAE market.
• Manage client relationships, new client acquisition, and client retention.
• Collaborate with investment professionals to propose and execute tailored solutions.
• Address client inquiries and oversee daily account operations.
• Provide regular market updates, portfolio performance reports, and investment opportunities.
• Periodic travel to coverage regions for relationship development.
• Assist in creating presentations, proposals, and promotional materials.
• Track clients, AUM, and revenues using internal systems.
• Ensure compliance, operational, and due diligence requirements are met.
• Oversee private client relationships and manage investment portfolios.
• Collaborate on client sponsorship and KYC procedures..

Qualifications

• Minimum 5 years of experience as a Relationship Manager in Private Banking or a substantial UHNW network in the UAE.
• Strong English & Arabic language skills.
• Proven track record in investment sales and relationship management.
• Familiarity with local regulatory policies and financial markets.
• Appropriate local regulatory qualification