Private Banker

1 week ago


Dubai, United Arab Emirates Prism Consulting Group Singapore Full time

Prism Consulting Group Singapore, a recruitment consulting firm specializing in mid to senior level professional placements across Asia Pacific and the Middle East, is hiring a Private Banker for one of its leading global MNC client. The role is based in Dubai, UAE.
In this role, you will be responsible for delivering personalized financial advice to high-net-worth individuals, and ensuring that their investment portfolios are optimized for maximum return. Should be responsible for an AUM of USD 100 Mn +

**Responsibilities**:

- Build and maintain relationships with high-net-worth clients
- Provide personalized financial advice to clients and optimize their investment portfolios
- Generate new business opportunities through referrals and proactive outreach
- Work collaboratively with other teams such as products specialists to ensure smooth transition of clients holdings when necessary
- Understand and stay up-to-date with the regulatory framework and industry trends
- Monitor clients portfolios and adjust investment strategies accordingly
- Deliver exceptional client service while achieving revenue targets

**Requirements**:

- Bachelor's degree in Finance, Business Administration, or related field
- Minimum of 10 years of experience in private banking or wealth management
- Proven track record in building and maintaining relationships with high-net-worth clients
- Excellent communication, interpersonal, and negotiation skills
- Strong analytical and problem-solving skills
- Knowledge of financial products and investment strategies
- Ability to work independently as well as collaboratively within a team

**Benefits**:
Competitive Salary
Insurance cover


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