Summary: Seeking an experienced Private Banker to cultivate and manage relationships with ultra-high-net-worth clients, offering tailored financial solutions and market insights. Highlights: 1. Cultivate relationships with ultra-high-net-worth individuals and families 2. Manage client relationships and investment portfolios 3. Collaborate with investment professionals on tailored solutions 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
Workable · HR
Workable · HR
