Wealth Manager/Private Banker – Dubai International Financial Centre

Grand Thorton; Abu Dhabi, Dubai; On-site; USD 120,000 - 150,000; Full time

Job summary

A leading financial services firm in Abu Dhabi is seeking a Senior Private Banker to manage and secure investments for HNI and UHNI clients. The ideal candidate will have a proven track record with at least USD 20 million in AUM and be capable of transferring existing clients. Strong communication and knowledge of investment solutions are essential for success in this role. This position offers an entrepreneurial environment for motivated individuals.

Qualifications

• Experience managing a minimum of USD 20 million in AUM.
• Excellent communication skills regarding investment products.
• Self-motivated and capable of growing a large client book.

Responsibilities

• Secure and manage investments of HNI and UHNI clients.
• Provide investment management solutions aligned with client aspirations.
• Identify and secure new clients to increase AUM.

Skills

Investment management

Client relationship management

Financial markets knowledge

Compliance and regulatory adherence

Job description

– As a Senior Private Banker, you will be expected to secure and manage the investments of HNI and UHNI both in the region and internationally.

– You should have extensive experience with managing this level of clientele and you should be able to provide suitable investment management solutions that are in line with the client’s aspirations and risk appetite.

– In addition, you shall serve as the trusted advisor to both new and existing clients by showing excellent communication and knowledge regarding the investment products and solutions that are available.

– A significant part of the role will be to identify and secure new clients in order to increase AUM. This can also be achieved by bringing an existing book of clients over to transfer the AUM. All of the functions of this role must be carried out in such a way that adheres to all compliance and regulatory requirements.

– To be considered for this role, you must have experience with managing a minimum of USD 20 million in AUM, and you should be confident that you can transfer this AUM upon joining.

– Our client is looking to hire someone who is extremely self-motivated and entrepreneurial. You should be capable of managing and growing a large book of HNI and UHNI clients.

– The ideal candidate will have previous Private Banking experience, along with a transferable book of discretionary managed investments.

– You must have excellent knowledge of the financial markets and of the investment solutions that you will be offering your clients.