Global Private Banker-Dubai
2 weeks ago
Dear Connections,
We are hiring in UAE for a Global Private Banker .
About the Client:
- Private Banking Heritage: With over 180 years of experience, this bank has cultivated a rich tradition of providing personalized wealth management services.
- Global Presence: It maintains a strong international network, with offices and subsidiaries in key financial hubs worldwide.
- Sustainable Investing: The bank is committed to environmentally and socially responsible investing, offering innovative solutions that align with clients' values.
- Discretion and Confidentiality: As a Swiss private bank, it upholds the highest standards of confidentiality and discretion, safeguarding clients' financial information and interests.
- Holistic Wealth Management: The bank's comprehensive services encompass investment management, wealth planning, philanthropy, and family governance, ensuring clients' financial well-being and legacy.
Role Overview:
A Global Private Banker is responsible for managing and growing high-net-worth (HNW) and ultra-high-net-worth (UHNW) client relationships across multiple international markets. This role involves providing tailored wealth management solutions, investment strategies, and financial advisory services to meet the unique needs of affluent clients.
Key Responsibilities:
- Client Relationship Management: Build, maintain, and deepen relationships with HNW and UHNW clients globally. Provide personalized financial advice, including investment, wealth structuring, and estate planning. Ensure exceptional client service by understanding clients' financial goals, risk appetite, and preferences. Develop and implement customized investment strategies across asset classes. Offer guidance on portfolio diversification, tax-efficient strategies, and alternative investments. Monitor market trends and economic conditions to provide proactive recommendations.
- Business Development & Client Acquisition: Identify and onboard new clients through networking, referrals, and strategic partnerships. Develop and execute sales and marketing strategies to attract global wealth clients. Maintain a strong pipeline of prospective clients while ensuring compliance with onboarding regulations. Work closely with internal teams, including investment specialists, tax advisors, and credit experts. Leverage the bank's global resources to offer comprehensive financial solutions. Cross-sell banking products such as lending, structured products, and alternative investments.
- Regulatory & Compliance Adherence: Ensure full compliance with global and local banking regulations, AML/KYC requirements, and risk management policies. Stay updated on evolving regulatory frameworks and industry best practices.
Key Qualifications & Skills:
- Experience: 12-25 years of experience in private banking, wealth management, or financial advisory, with a proven track record in managing HNW/UHNW clients.
- Education: Bachelor's or Master's degree in Finance, Business Administration, Economics, or related fields. CFA, CFP, or similar certifications are a plus.
- Market Knowledge: Strong understanding of global financial markets, investment products, tax regulations, and estate planning strategies.
- Client Focus: Exceptional relationship-building skills and the ability to provide high-touch service to sophisticated investors.
- Sales & Business Acumen: Strong ability to generate new business, negotiate deals, and grow assets under management (AUM) should be 200 Million and above.
- Languages: Fluency in English is required; additional languages relevant to target markets are an advantage.
- Regulatory Compliance: Familiarity with international banking regulations, FATCA, CRS, and other compliance requirements.
Benefits:
- Competitive base salary with a performance-based bonus structure.
- Access to global wealth management resources and exclusive investment opportunities.
- Opportunities for career growth within an international banking institution.
- Health, retirement, and lifestyle benefits.
Regards,
WoW Softech Pvt. Ltd | Consulting, RPO, Search and Staffing.
Hand Phone India: +91- 8272000831 |
Seniority LevelDirector
Employment TypeFull-time
Job FunctionBusiness Development
IndustriesBanking
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