Private Wealth Manager

وصف الوظيفة

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..

متطلبات الوظيفة

  • 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