Senior Client Advisor, Wealth Management

Client of Gateworth Group; Dubai; In loco; AED 700.000 - 1.100.000; Tempo pieno

Descrizione del lavoro

Gateworth is recruiting a Senior Client Advisor for its Wealth Management platform in Dubai. You will manage an HNW/UHNW client portfolio, acting as a trusted advisor across investments, credit, and wealth planning, while driving AUM and revenue growth.

You will work with investment specialists and product partners to serve sophisticated clients, ensuring robust KYC/AML compliance and high-caliber relationship management across the UAE and GCC markets.

Competenze

• Seasoned Banker/Wealth Manager with broad experience in Wealth Management or Private Banking.
• Portfolio management experience and ability to grow AUM and net new money.
• Understanding of regulatory, KYC and compliance frameworks in the UAE.
• Eligible for DFSA/SCA registration and related professional certifications.

Mansioni

• Manage and deepen a book of HNW/UHNW clients as principal contact and trusted advisor.
• Drive acquisition of new clients and net new money while meeting AUM and revenue targets.
• Deliver holistic wealth solutions across investments, credit, and wealth planning.
• Coordinate with investment specialists and product partners to meet complex client needs.
• Conduct regular portfolio reviews and maintain high-touch service aligned to risk profiles.
• Uphold DFSA/CBUA/EU AML standards and accurate CRM records.

Conoscenze

KYC/AML knowledge

Client advisory

Wealth management

Formazione

Professional certs (CISI/CFA/CFP/CWM)

Descrizione del lavoro

Overview

Gateworth are currently supporting a leading international private bank who are in the process of looking to recruit a Senior Client Advisor to join their Wealth Management platform in Dubai Reporting to a Regional Head the Senior Client Advisor will manage and grow a portfolio of high-net-worth HNW and ultra-high-net-worth UHNW clients acting as a trusted advisor across investments credit wealth planning and banking services while delivering against Assets Under Management AUM net new capital and revenue objectives

Main Responsibilities

• Manage and deepen a book of HNW and UHNW clients including individuals families family offices and business owners acting as the principal point of contact and trusted advisor with a full picture of each client s wealth objectives risk appetite and family structure
• Drive the acquisition of new clients and net new money through personal networks referrals introducers and targeted prospecting while meeting or exceeding targets across AUM revenue and return on assets
• Deliver holistic wealth solutions across discretionary advisory and execution-only mandates cross-selling the bank s offering spanning investments structured products FX alternatives and insurance
• Work closely with investment specialists product partners credit and wealth planning teams to coordinate complex client needs including liquidity events trust amp estate structuring succession planning and next-generation engagement
• Conduct regular portfolio reviews and maintain a high-touch service model communicating the house view and market outlook clearly and ensuring all advice remains suitable and aligned to each client s risk profile
• Uphold rigorous KYC AML source of wealth and source of funds standards at onboarding and through periodic reviews ensuring full compliance with DFSA CBUAE and internal policy requirements alongside accurate CRM records and client documentation

Qualifications & Prerequisites

The client will look to recruit a seasoned Banker/Wealth Manager with broad and deep-experience in Wealth Management or Private Banking, ideally gained within a tier-one international or regional operator. The successful candidate shall be required to demonstrate a portable and well-established client book (and a demonstrable AUM), with a proven track record of acquiring net new money and growing revenue within the UAE and wider GCC market. The ideal candidate shall bring strong technical knowledge across investment products, credit and wealth structuring, combined with the commercial acumen and gravitas to engage with sophisticated clients and their advisors at the highest level. The candidate shall hold relevant professional certifications (such as CISI, CFA, CFP or CWM) and be eligible for DFSA and/or SCA registration, with a strong and demonstrable understanding of regulatory, KYC and compliance frameworks.