Senior Private Banking RM – MEA & UHNW Relationships

Julius Baer

Dubai

On-site

AED 700,000 - 900,000

Full time

5 days ago
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Job summary

Julius Baer in Dubai seeks a Relationship Manager Private Banking to manage a portfolio of High Net Worth clients, delivering comprehensive wealth management solutions and proactive client service.

In this role you will grow relationships, provide tailored investment guidance, and maintain strong compliance with regulatory standards. A 7–10 year Private Banking background and willingness to travel are required.

Qualifications

  • Very good interpersonal skills.
  • Ability to relate to clients and colleagues from diverse backgrounds.
  • Persistent and persuasive.
  • Passionate about clients.
  • Good judgement under pressure.
  • Plans, organises, and carries out work autonomously.

Responsibilities

  • Responds to client needs in a timely and professional manner.
  • Maintains high levels of client satisfaction by matching contact to client preferences.
  • Develops an understanding of clients’ financial goals to deliver tailored wealth strategies.
  • Provides investment guidance in line with policies and asset allocation.
  • Delivers client feedback to relevant specialists for product and service improvement.
  • Supports development of client initiatives and marketing projects.
  • Proactively grows and manages a portfolio of HNW/UHNW clients with a collaborative team approach.

Skills

Private Banking
HNW clients
Relationship management
Regulatory knowledge
Travel willingness
Cross-cultural communication

Job description

Julius Baer in Dubai seeks a Relationship Manager Private Banking to manage a portfolio of High Net Worth clients, delivering comprehensive wealth management solutions and proactive client service.

In this role you will grow relationships, provide tailored investment guidance, and maintain strong compliance with regulatory standards. A 7–10 year Private Banking background and willingness to travel are required.

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