Senior Private Wealth Manager

High Street Resources; Dubai; On-site; AED 120,000 - 180,000; Full time

Job summary

An established industry player seeks experienced Private Bankers to manage relationships with ultra-high-net-worth clients in the UAE. This role involves cultivating long-term relationships, ensuring client satisfaction, and providing tailored investment solutions. You will work closely with investment professionals to deliver market insights and oversee daily account operations. The ideal candidate will have a robust network and a proven track record in investment sales. Join a dynamic team that values excellence and client-centric service, where your expertise will directly impact client success and satisfaction.

Qualifications

• 10+ years of experience in Private Banking or UHNW network in the UAE.
• Proven success in investment sales and managing client relationships.

Responsibilities

• Cultivate relationships with ultra-high-net-worth individuals in the UAE.
• Manage client inquiries and oversee daily account operations.
• Collaborate with investment professionals for tailored solutions.

Skills

Relationship Management

Investment Sales

Client Acquisition

Client Retention

Market Analysis

Education

Local Regulatory Qualifications

Tools

Internal Client Tracking Systems

Job description

Our client is a large international Private Bank, with a strong presence in the Middle East Region. Looking for experienced Private Bankers :

• Focus on cultivating relationships with ultra-high-net-worth individuals and families in the UAE market.
• Manage client relationships, new client acquisition, and client retention.
• Collaborate with investment professionals to propose and execute tailored solutions.
• Address client inquiries and oversee daily account operations.
• Provide regular market updates, portfolio performance reports, and investment opportunities.
• Periodic travel to coverage regions for relationship development.
• Assist in creating presentations, proposals, and promotional materials.
• Track clients, AUM, and revenues using internal systems.
• Ensure compliance, operational, and due diligence requirements are met.
• Oversee private client relationships and manage investment portfolios.
• Collaborate on client sponsorship and KYC procedures.
• Supervise and train junior staff members.

Requirements

• Minimum 10 years of experience as a Relationship Manager in Private Banking or a substantial UHNW network in the UAE.
• Proven track record in investment sales and relationship management.
• Familiarity with local regulatory policies and financial markets.
• Appropriate local regulatory qualifications.