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High Street Resources

Private Wealth Manager

Early Applicant
  • 4 months ago
  • Be among the first 50 applicants

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.

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

More Info

Industry:Other

Function:Private Banking

Job Type:Permanent Job

Skills Required

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Date Posted: 11/07/2024

Job ID: 84116771

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Last Updated: 27-11-2024 06:10:53 PM