Senior Private Wealth Manager

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.
• Supervise and train junior staff members.

Requirements

• Minimum 10 years of experience as a Relationship Manager in Private Banking or a substantial UHNW network in the UAE.
• Strong English language skills.
• Proven track record in investment sales and relationship management.
• Familiarity with local regulatory policies and financial markets.
• Appropriate local regulatory qualifications.