Senior Associate Director - Wealth Management & Private Banking

Caliberly® - Recruitment Agency; Dubai; On-site; AED 450,000 - 750,000; Full time

Job summary

Caliberly Recruitment Agency is seeking an experienced Senior Associate Director in Dubai to lead private banking and wealth management initiatives for UHNW clients. The role requires 10+ years in private banking or related financial services, deep knowledge of investment solutions, and a proven track record in client acquisition, AUM growth, and relationship management.

You will ensure DFSA/compliance and work with DIFC-based banks to deliver tailored wealth strategies.

Qualifications

• 10+ years of experience in Private Banking, Wealth Management, Investment, Financial Markets or Financial Planning.
• Strong knowledge of Private Banking products and investment solutions.
• Proven experience in client acquisition, AUM growth and relationship management.
• Knowledge of UAE regulations (DFSA) is preferred.
• Experience with Private Banks or EAMs in DIFC is an advantage.
• Excellent communication, presentation and relationship-management skills.

Responsibilities

• Acquire and manage HNW/UHNW client relationships and drive AUM growth.
• Develop new business opportunities and achieve revenue targets.
• Advise clients on suitable investment, wealth management and private banking products.
• Build and maintain long‑term client relationships and deliver high service standards.
• Stay updated on market trends, investment products and client requirements.
• Ensure compliance with DFSA, AML, KYC and investment suitability requirements.
• Work closely with internal teams and external counterparties to deliver tailored solutions.

Skills

Client relationship management

AUM growth

Wealth management

Private banking

Investment management

Regulatory/compliance knowledge

Job description

We are looking for an experienced Senior Associate Director with a strong background in Private Banking, Wealth Management, Investment Management or Financial Services.

• Location: Dubai, UAE
• Experience: 10+ years Minimum

Requirements

• 10+ years of experience in Private Banking, Wealth Management, Investment, Financial Markets or Financial Planning.
• Strong knowledge of Private Banking products and investment solutions.
• Proven experience in client acquisition, AUM growth and relationship management.
• Knowledge of UAE financial regulations and DFSA is preferred.
• Experience with Private Banks or EAMs in DIFC will be an advantage.
• Excellent communication, presentation and relationship-management skills.

Key Responsibilities

• Acquire and manage HNW/UHNW client relationships and drive AUM growth.
• Develop new business opportunities and achieve revenue targets.
• Advise clients on suitable investment, wealth management and private banking products.
• Build and maintain long‑term client relationships and deliver high service standards.
• Stay updated on market trends, investment products and client requirements.
• Ensure compliance with DFSA, AML, KYC and investment suitability requirements.
• Work closely with internal teams and external counterparties to deliver tailored solutions.