Senior Private Banker

ADIB; Abu Dhabi; Vor Ort; AED 500.000 - 1.000.000; Vollzeit

Zusammenfassung

Abu Dhabi Islamic Bank in Abu Dhabi is seeking a seasoned Private Banking Relationship Manager to acquire, maintain and develop HNWI relationships with affluent clients.

You will cross-sell, manage client portfolios including liabilities, financing and AuM growth, document calls quarterly, ensure onboarding and profiling, and uphold controls and AML guidelines.

Qualifikationen

• Bachelor's degree with MBA or equivalent experience with investment and credit certifications.
• 6–7 years in private banking relationship management or wealth management.
• Knowledge of legal and Sharia issues related to credit.
• Strong networking, business development and private banking sales skills.
• Ability to analyze investment products and market risks.

Aufgaben

• Acquire, maintain and develop HNWI relationships with affluent clients.
• Cross-sell existing client relationships and maintain an active referral network.
• Manage client portfolio performance, liabilities, financing and AuM growth.
• Call assigned clients at least quarterly and document call reports.
• Ensure complete client onboarding documentation and profiling.
• Ensure adherence to controls, audit, consumer protection and AML guidelines.

Kenntnisse

Networking

Business development

Private banking sales

Investment analysis

Sharia credit knowledge

Ausbildung

Bachelor's degree; MBA

Jobbeschreibung

Responsibilities

• Acquire, maintain and develop HNWI relationships with affluent clients
• Cross-sell existing client relationships and maintain an active referral network
• Manage client portfolio performance, liabilities, financing and AuM growth
• Call assigned clients at least quarterly and document call reports
• Ensure complete client onboarding documentation and profiling
• Ensure adherence to controls, audit, consumer protection and AML guidelines

Requirements

• Minimum 6-7 years in private banking relationship management or wealth management
• Bachelor's degree with MBA, or equivalent experience with investment and credit certifications
• Knowledge of legal and Sharia issues related to credit
• Strong networking, business development and private banking sales skills
• Ability to analyze investment products and market risks

Preferred Qualifications

• Client-centric approach, prospecting and objection-handling skills

About the Company

• Abu Dhabi Islamic Bank is an Islamic banking institution headquartered in Abu Dhabi.