Senior Private Banking Relationship Manager – Dubai

Info Resume Edge; Dubai; On-site; AED 250,000 - 300,000; Full time

Job summary

A leading financial services firm is seeking an experienced Private Banking Relationship Manager in Dubai. The role involves managing and growing a portfolio of high-net-worth clients, providing tailored financial solutions, and delivering exceptional client service. Candidates should have at least 5 years of relevant experience, strong financial knowledge, and excellent interpersonal skills. The position offers the opportunity to work in a dynamic and rewarding environment.

Qualifications

• Minimum 5 years of experience in private banking, wealth management, or relationship management.
• Strong knowledge of financial markets, investment products, and wealth management strategies.
• Proven track record of managing and growing high-net-worth client portfolios.

Responsibilities

• Manage and develop relationships with high-net-worth individuals and families.
• Understand clients' financial goals and provide personalized wealth management solutions.
• Advise clients on investment products and portfolio diversification.
• Conduct regular portfolio reviews and provide market updates to clients.
• Collaborate with internal teams to deliver comprehensive financial solutions.
• Identify new business opportunities and assist in acquiring new clients.
• Ensure compliance with regulatory requirements and internal policies.
• Prepare detailed client reports, proposals, and presentations.
• Handle client queries and resolve issues promptly.

Skills

Relationship-building skills

Financial knowledge

Communication skills

Negotiation skills

Analytical skills

Problem-solving abilities

Education

Bachelors degree in Finance, Economics, Business, or related field

MBA or relevant certifications (CFA, CFP)

Job description

A leading financial services firm is seeking an experienced Private Banking Relationship Manager in Dubai. The role involves managing and growing a portfolio of high-net-worth clients, providing tailored financial solutions, and delivering exceptional client service. Candidates should have at least 5 years of relevant experience, strong financial knowledge, and excellent interpersonal skills. The position offers the opportunity to work in a dynamic and rewarding environment.