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Private Banking Relationship Manager

Private Banking Relationship Manager

Confidential
5-7 Years
Not Disclosed
  • Posted 4 hours ago
  • Be among the first 10 applicants

Job Description

About:

A leading regional private banking institution is seeking experienced Relationship Managers to join its growing UAE Private Banking team. The role is focused on acquiring, managing, and developing relationships with high-net-worth clients while delivering tailored wealth management and investment solutions.

This opportunity is ideal for professionals with a strong network and client coverage within the UAE market and a proven ability to manage and grow assets under management (AUM).

Key Responsibilities:

  • Manage and develop relationships with a portfolio of high-net-worth and ultra-high-net-worth clients.
  • Act as the primary point of contact, providing holistic wealth management and private banking solutions.
  • Identify client needs and recommend suitable investment, lending, cash management, and wealth structuring solutions.
  • Acquire new clients and assets while contributing to the overall growth objectives of the Private Banking business.
  • Maintain regular engagement with clients through reviews, portfolio discussions, and market updates.
  • Collaborate with investment specialists, product teams, and support functions to deliver seamless client service.
  • Ensure compliance with all regulatory, KYC, AML, and internal policy requirements.
  • Monitor market trends, investment opportunities, and industry developments to provide informed client advice.
  • Maintain accurate client records, meeting reports, and follow-up actions.

Requirements:

  • Bachelor's degree in Finance, Economics, Business Administration, Mathematics, or a related field.
  • Relevant wealth management or investment certifications (CISI, CFA, or equivalent) are advantageous.
  • 5+ years of private banking or wealth management experience.
  • Proven experience managing HNW/UHNW client relationships within the UAE market.
  • Strong business development and client acquisition track record.
  • Preference for candidates with established client coverage and networks in the UAE.
  • Fluency in Arabic and English is highly preferred.
  • Strong understanding of investment products, portfolio construction, and wealth management solutions.
  • Excellent relationship management, communication, and presentation skills.
  • Solid understanding of regulatory and compliance requirements within private banking.

Preferred Candidate Profile:

  • UAE market-focused Relationship Manager with an established high net worth client base.
  • Arabic-speaking and bilingual professional.
  • Demonstrated ability to build trusted client relationships and grow assets under management.

More Info

Job Type:
Industry:
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Key Skills

investment solutions

portfolio construction

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