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Arthan

Associate Director UHNI Relationship Management

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  • Posted 23 days ago
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Job Description

About the job: Associate Director / Director, Private Banking


About Organisatio

nOur partner organisation is an independent financial advisory firm based in the Dubai International Financial Centre (DIFC), regulated by the Dubai Financial Services Authority (DFSA). With a personalised three-tier approach, the firm designs tailored investment strategies aligned to each client's risk profile, return requirements, and life stage. The platform operates on an open-architecture model and offers a comprehensive suite of services, including advising on financial products, arranging investment deals, and arranging custody solutions

.
Role Descripti

onThis is a full-time, on-site role for an Associate Director / Director Private Banking, based in Dubai, United Arab Emirates. The role focuses on business relationship management, investment advisory services, portfolio management, and delivering high-quality private banking services to ultra-high-net-worth (U/HNW) client

s.
Key Responsibilit

  • iesBuild, manage, and grow long-term relationships with U/HNW clients in Dubai and the wider regi
  • on.Leverage an existing financial network and client relationships to onboard new-to-bank (NTB) clients and their famili
  • es.Manage a focused portfolio of high wallet-share relationships, with a minimum account opening ticket size of USD 1
  • MM.Position and key-sell the private banking platform and its open-architecture investment solutio
  • ns.Collaborate closely with internal investment, product, and compliance teams to deliver a high-touch, differentiated client experien
  • ce.Ensure full adherence to DFSA regulations and client onboarding compliance requiremen

ts.
The Successful Appli

  • cant10+ years of experience in priority or private bank
  • ing.Experience gained at reputable international private banks; candidates currently at local banks should have prior international private banking expos
  • ure.Proven track record managing a limited number of high-value relationships (typically fewer than 25 clien
  • ts).Demonstrated AUM thresholds
  • of:USD 25M+ for Associate Dire
  • ctorUSD 50M+ for Dire
  • ctorStrong understanding of regional markets and regulatory frameworks for onboarding clients in the Middle E
  • ast.Stable career trajectory over the past 5 ye
  • ars.Bachelor's degree (or higher) from a top-tier institution; MBA (Finance), CFA, or equivalent qualifications prefer
  • red.Entrepreneurial mindset, strong work ethic, and high personal integr
  • ity.Excellent verbal and written communication sk

ills
Qualifica

  • tionsStrong expertise in private banking, wealth management, and investment advi
  • sory.Proven capabilities in portfolio management and client relationship manage
  • ment.High level of analytical judgement and decision-making abi
  • lity.Relevant professional certifications such as CFA, CFP, or equivalent, are an advan

tage.

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About Company

Job ID: 141888649

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