Senior Private Banker, UHNW Clients

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دبي - الإمارات

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تاريخ النشر: نُشرت قبل 2 ساعة
عدد الوظائف الشاغرة: 1 عدد الوظائف الشاغرة

ملخص الوظيفة

Our client is a highly regarded investment firm known for its advisory-led approach to wealth management deep research capabilities and strong focus on capital preservation. The firm delivers bespoke solutions to a select group of HNW and UHNW clients supported by a global expert network and an integrated platform across investments structuring and advisory.

We are seeking an accomplished Russian-speaking Senior Private Banker to join our team and play a key role in expanding our UHNW client franchise.

The Role

This is a senior client-facing position focused on originating developing and maintaining long-term relationships with ultra-high-net-worth individuals and families.

The successful candidate will act as a trusted advisor deeply embedded in the clients financial ecosystem delivering holistic and highly tailored wealth solutions across investments structuring and legacy planning.

A critical part of the role is the ability to bring and transition a portable book of UHNW client relationships while continuing to grow and deepen these relationships over time.

Key Responsibilities

  • Develop transition and actively manage a portfolio of UHNW client relationships with a strong focus on trust and long-term retention
  • Act as a primary advisor and where relevant a quasi-family office partner to clients and their advisors
  • Conduct comprehensive wealth diagnostics including analysis of complex asset structures such as operating businesses real estate and alternative investments
  • Design and implement tailored investment strategies aligned with client objectives risk profiles and global market dynamics
  • Coordinate with internal and external experts across legal tax and structuring to deliver integrated wealth planning solutions including cross-border aspects
  • Drive client engagement through high-quality communication including investment proposals portfolio reviews and market insights
  • Identify opportunities to deepen relationships and increase share of wallet through thoughtful needs-based advisory

Candidate Profile

  • 710 years of experience in Private Banking Wealth Management or a similar UHNW advisory environment
  • Demonstrated ability to originate and manage UHNW client relationships including a portable client book strongly preferred or essential
  • Proven track record in revenue generation and asset growth
  • Deep expertise across capital markets structured products private equity and real assets
  • Solid understanding of cross-border wealth structuring including tax trusts and estate planning
  • Strong commercial judgment combined with a client-centric mindset
  • Excellent interpersonal and communication skills with the ability to engage at C-level and principal level
  • High level of professionalism discretion and integrity
  • Fluency in Russian and English is required
  • Relevant academic background in Finance Economics or related fields CFA CAIA CFP or similar certifications are highly valued

What Sets This Opportunity Apart

  • Access to a differentiated investment platform with strong research and sourcing capabilities
  • A genuinely advisory-led environment rather than a product-driven model
  • Selective client base with a high degree of autonomy
  • Close collaboration with senior experts across investments structuring and legal advisory
Our client is a highly regarded investment firm known for its advisory-led approach to wealth management deep research capabilities and strong focus on capital preservation. The firm delivers bespoke solutions to a select group of HNW and UHNW clients supported by a global expert network and an inte...
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