Posted 3 months ago
Private Wealth Manager
DubaiOn-siteFull-time
AI Summary
Private Wealth Manager cultivating relationships with ultra-high-net-worth individuals in the UAE, managing client acquisition, retention, and portfolio oversight.
About this role
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..
Requirements
- Minimum 5 years of experience as a Relationship Manager in Private Banking or a substantial UHNW network in the UAE.
- Strong English & Arabic language skills.
- Proven track record in investment sales and relationship management.
- Familiarity with local regulatory policies and financial markets.
- Appropriate local regulatory qualification
Skills
Client AcquisitionClient RetentionCRM SystemsDue DiligenceKYCMarket AnalysisPortfolio ManagementPrivate BankingRegulatory ComplianceRelationship Management
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