Private Banking Relationship Manager
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Job Summary
Job Summary:
We are looking for an experienced and client-focused Private Banking Relationship Manager to join our team in Dubai. The ideal candidate will manage and grow a portfolio of high-net-worth clients by providing tailored financial solutions investment advice and wealth management services. This role requires strong relationship-building skills deep financial knowledge and the ability to deliver exceptional client service.
Key Responsibilities:
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Manage and develop relationships with high-net-worth individuals and families.
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Understand clients financial goals and provide personalized wealth management solutions.
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Advise clients on investment products portfolio diversification estate planning and other financial services.
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Conduct regular portfolio reviews and provide market updates to clients.
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Collaborate with internal teams such as investment credit and legal to deliver comprehensive financial solutions.
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Identify new business opportunities and assist in acquiring new clients.
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Ensure compliance with regulatory requirements and internal policies.
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Prepare detailed client reports proposals and presentations.
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Handle client queries and resolve issues promptly to maintain high satisfaction.
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Attend networking events and build a strong professional network in the private banking sector.
Qualifications and Skills:
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Bachelors degree in Finance Economics Business or related field; MBA or relevant certifications (CFA CFP) preferred.
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Minimum 5 years of experience in private banking wealth management or relationship management.
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Strong knowledge of financial markets investment products and wealth management strategies.
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Excellent interpersonal communication and negotiation skills.
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Proven track record of managing and growing high-net-worth client portfolios.
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Ability to work independently and as part of a team.
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Strong analytical and problem-solving abilities.
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Knowledge of UAE and international banking regulations.
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Fluency in English; Arabic or other language skills are a plus.
Key Skills
- Focus
- CFA
- Corporate Strategy
- Flash
- AC Maintenance
- AV
