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Arthan

Associate Director UHNI Relationship Management

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  • Posted 17 hours ago
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Job Description

About the job: Associate Director / Director, Private Banking

About Organisation

Our 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 solution

Role Description

This 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

Key Responsibilities

  • Build, manage, and grow long-term relationships with U/HNW clients in Dubai and the wider region
  • Leverage an existing financial network and client relationships to onboard new-to-bank (NTB) clients and their families
  • Manage a focused portfolio of high wallet-share relationships, with a minimum account opening ticket size of USD 1 Million
  • Position and key-sell the private banking platform and its open-architecture investment solutions
  • Collaborate closely with internal investment, product, and compliance teams to deliver a high-touch, differentiated client experience
  • Ensure full adherence to DFSA regulations and client onboarding compliance requirements

The Successful Applicants

  • 10+ years of experience in a priority or private banking
  • Experience gained at reputable international private banks; candidates currently at local banks should have prior international private banking exposure
  • Proven track record managing a limited number of high-value relationships (typically fewer than 25 clients)
  • Demonstrated AUM thresholds of: USD 25M+ for Associate Director
  • USD 50M+ for Director
  • Strong understanding of regional markets and regulatory frameworks for onboarding clients in the Middle East.
  • Stable career trajectory over the past 5 years
  • Bachelor's degree (or higher) from a top-tier institution; MBA (Finance), CFA, or equivalent qualifications preferred
  • rredEntrepreneurial mindset, strong work ethic, and high personal integrity
  • Excellent verbal and written communication skills

Qualifications

  • Strong expertise in private banking, wealth management, and investment advisory
  • Proven capabilities in portfolio management and client relationship management
  • High level of analytical judgement and decision-making ability
  • Relevant professional certifications, such as CFA, CFP, or equivalent, are an advantage

More Info

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About Company

Job ID: 143840607

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