Relationship Manager - Private Banking (DIFC)

Kuwait Finance House B.S.C. (c); Dubai; On-site; AED 250,000 - 450,000; Full time

Job summary

Kuwait Finance House B.S.C. (c) in Dubai is seeking a Relationship Manager for Private Banking to grow relationships with High Net Worth clients through Shariah-compliant solutions and tailored advisory services.

You will acquire and manage an HNWI portfolio, conduct regular engagement, support Islamic investments and wealth planning, and drive AUM growth while cross-selling with senior bankers and product teams.

Qualifications

• Bachelor's degree in Finance, Banking, Economics or a related discipline is required.
• Master’s degree is preferred.
• 6-10 years of experience in Private Banking, Wealth Management, or Relationship Management with HNWIs.
• FAP Level 3 is highly recommended; CFA/CIRO/Series 79 may be preferred.
• Experience with Islamic/Shariah-compliant finance and investments is expected.

Responsibilities

• Acquire and manage a portfolio of High Net Worth clients, offering Shariah-compliant banking solutions.
• Build strong client relationships through regular engagement and understanding of financial goals.
• Provide advisory services across Islamic investments, financing, and wealth planning.
• Assist in portfolio reviews and recommend adjustments aligned with client risk and Shariah principles.
• Contribute to AUM growth and fee-based income through effective client servicing and cross-selling.
• Identify and refer opportunities to senior bankers and product specialists.
• Support marketing and client outreach initiatives to expand the client base.

Skills

Relationship management

HNWIs

Shariah-compliant

Advisory services

Education

Bachelor's degree in Finance, Banking, Economics

Master's degree preferred

Job description

The Relationship Manager - Private Banking is responsible for acquiring, managing, and growing relationships with high-net-worth individuals (HNWIs), focusing on delivering Shariah-compliant financial solutions. The role supports the Private Banking segment’s growth by executing client engagement strategies, providing tailored advisory services, and contributing to the expansion of Assets Under Management (AUM).

Key Responsibilities:

• Acquire and manage a portfolio of High Net Worth (HNW) clients, offering personalized Shariah-compliant banking solutions.
• Build strong client relationships through regular engagement and understanding of individual financial goals.
• Support clients with advisory services across Islamic investments, financing, and wealth planning.
• Assist in portfolio reviews and recommend adjustments aligned with client risk profiles and Shariah principles.
• Contribute to AUM growth and fee-based income through effective client servicing and cross-selling.
• Identify and refer opportunities to senior bankers and product specialists.
• Support marketing and client outreach initiatives to expand the client base.

Qualifications:

Academic Qualifications:

Bachelor's degree in Finance, Banking, Accounting, Economics or a relevant discipline is required as a minimum. A Master’s degree is preferred.

Professional Certifications:

Financial Advice Program – Level 3 (FAP) is highly recommended. A professional certification such as Chartered Financial Analyst (CFA), Investment Representative Program (Series 7), Certified Investor Relations Officer (CIRO), Securities Market Regulation (Based on Series 79) is preferred.

Years of Experience:

6-10 years of experience in Private Banking, Wealth Management, or Relationship Management, with a strong focus on high-net-worth individuals (HNWIs).