Wealth Manager/Private Banker – Dubai International Financial Centre Talengage

The Corporate Institute; Dubai; On-site; AED 551,000 - 771,000; Full time

Job summary

The Corporate Institute is seeking a Senior Private Banker to secure and manage investments for HNI and UHNI clients across the region and internationally. You will act as a trusted advisor, offering investment products and solutions aligned with client risk appetites while ensuring full regulatory compliance.

The ideal candidate has extensive Private Banking experience, can transfer a discretionary book of investments, and is highly self-motivated and entrepreneurial with a track record of

Qualifications

• Extensive experience with HNI/UHNI clientele and regional/international coverage.
• Proven ability to provide investment solutions aligned with client risk appetite.
• Strong understanding of financial markets and investment products.
• Must have transferable discretionary investment book and self-motivated entrepreneurial mindset.

Responsibilities

• Identify and secure new clients to grow AUM.
• Manage and grow a large book of HNI/UHNI clients.
• Provide tailored investment management solutions and ongoing advisory.
• Ensure all activities comply with regulatory requirements.

Skills

HNI client mgmt

Private banking

Investment advisory

Regulatory compliance

Business development

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.