Private Banker
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Job Description
Job Title: Private Banker
Location: Dubai UAE
About Our Client:
Our client is an innovative wealth management firm based in Dubai offering a comprehensive 360degree range of services and products to their esteemed clients. Their mission is to provide personalized financial solutions that cater to the unique needs of each client ensuring their financial wellbeing and growth.
Job Description:
Role Overview:
Our client is seeking a Private Banker to join their prestigious team. The successful candidate will be responsible for managing and growing their portfolio of ultrahighnetworth clients by providing bespoke banking and financial services. This role requires exceptional relationship management skills deep financial expertise and a commitment to delivering unparalleled client service.
Key Responsibilities:
Client Relationship Management: Build and maintain strong relationships with ultrahighnetworth clients understanding their unique financial needs goals and preferences.
Personalized Banking Services: Provide customized banking solutions including lending deposits and cash management tailored to each clients requirements.
Investment Advisory: Offer expert advice on investment opportunities asset allocation and risk management leveraging the full suite of products and services offered by the company.
Wealth Planning: Collaborate with internal teams to develop comprehensive wealth planning strategies including estate planning tax optimization and succession planning.
Market Analysis: Stay informed about global financial markets economic trends and investment opportunities to provide timely and relevant advice.
Client Education: Educate clients on various financial products market trends and investment strategies to empower them to make informed decisions.
Compliance: Ensure all banking and advisory activities comply with regulatory standards and company policies.
Networking: Actively network within the ultrahighnetworth community to identify and acquire new clients.
Qualifications:
Education: Bachelors degree in Finance Economics Business Administration or a related field. A Masters degree or professional certifications (e.g. CFA CFP) is a plus.
Experience: Minimum of 710 years of experience in private banking or wealth management in the UAE with a transferable client portfolio and AUM.
Skills:
Strong analytical and quantitative skills.
Excellent communication and interpersonal skills.
Proven ability to build and maintain relationships with ultrahighnetworth clients.
Proficiency in using financial planning and portfolio management tools.
Ability to work independently and as part of a team.
Knowledge: Indepth understanding of financial markets investment products and regulatory requirements in the UAE.
Language: Fluency in English is required; knowledge of Arabic is an advantage.
What Our Client Offers:
Competitive salary and performancebased bonuses.
Comprehensive health and wellness benefits.
Opportunities for professional growth and development.
A collaborative and innovative work environment.
Access to cuttingedge digital tools and platforms.
How to Apply:
Interested candidates are invited to apply with their resume and a cover letter detailing their qualifications and experience.
Competitive salary and performancebased bonuses.
Comprehensive health and wellness benefits.
Opportunities for professional growth and development.
A collaborative and innovative work environment.
Access to cuttingedge digital tools and platforms.
Employment Type
Full Time
