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Senior Associate Director - Wealth Management & Private Banking

Senior Associate Director - Wealth Management & Private Banking

caliberly - recruitment agency
  • Posted 21 hours ago
  • Be among the first 10 applicants

Job Description

We are looking for an experienced Senior Associate Director with a strong background in Private Banking, Wealth Management, Investment Management or Financial Services.

  • Location: Dubai, UAE
  • Experience:10+ years Minimum

Requirements

  • 10+ years of experience in Private Banking, Wealth Management, Investment, Financial Markets or Financial Planning.
  • Strong knowledge of Private Banking products and investment solutions.
  • Proven experience in client acquisition, AUM growth and relationship management.
  • Knowledge of UAE financial regulations and DFSA is preferred.
  • Experience with Private Banks or EAMs in DIFC will be an advantage.
  • Excellent communication, presentation and relationship-management skills.

Key Responsibilities

  • Acquire and manage HNW/UHNW client relationships and drive AUM growth.
  • Develop new business opportunities and achieve revenue targets.
  • Advise clients on suitable investment, wealth management and private banking products.
  • Build and maintain long-term client relationships and deliver high service standards.
  • Stay updated on market trends, investment products and client requirements.
  • Ensure compliance with DFSA, AML, KYC and investment suitability requirements.
  • Work closely with internal teams and external counterparties to deliver tailored solutions.

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