Private Banking Senior Professional
1 day ago
Private Banking Senior Professional - Dubai Role
We are seeking a highly experienced private banking senior professional to join our team in Dubai. As a seasoned private banking or wealth management professional with a strong network and existing book of clients, you will thrive in our dynamic, client-focused environment.
About the Role
- You will build and manage a portfolio of high net worth and ultra-high net worth clients.
- You will develop trusted, long-term relationships through bespoke wealth solutions tailored to client needs.
- You will work closely with advisers, trustees, and key industry contacts to generate new business opportunities.
- You will lead client meetings and pitches, ensuring the highest standards of professionalism and client-first service.
- You will stay fully compliant with CCAF and DFSA regulations, upholding Plurimi's commitment to integrity and excellence.
- You will contribute to the firm's growth through strategic projects and initiatives.
About You
The ideal candidate will have a strong track record in client acquisition and retention, with an existing book of high net worth and ultra-high net worth clients. Experience in private banking or wealth management is essential, along with a solid understanding of asset allocation, suitability, and wealth management industry regulations.
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