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Private Banking Executive
3 weeks ago
Role Summary:
We are seeking a seasoned Client Director to join our team in Dubai. This is an excellent opportunity to work with a leading independent wealth management firm, leveraging your expertise to deliver exceptional client service and drive business growth.
Key Responsibilities:
- Build and manage a portfolio of HNW and UHNW clients, aligning their investments with their risk profiles and financial goals.
- Develop trusted relationships with clients, providing bespoke wealth solutions tailored to their needs.
- Work closely with advisors, trustees, and industry contacts to generate new business opportunities.
- Lead client meetings and pitches, ensuring the highest standards of professionalism and client-first service.
- Stay fully compliant with CCAF and DFSA regulations, upholding the firm's commitment to integrity and excellence.
- Contribute to the firm's growth through strategic initiatives and projects.
Requirements:
The ideal candidate will have a strong background in private banking or wealth management, with a proven track record in client acquisition and retention. A solid understanding of asset allocation, suitability, and industry regulations is essential.
