Private Wealth Manager

3 weeks ago


Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time
Role Overview

We are seeking a skilled Private Banker to join our prestigious team. As a Private Banker, you will be responsible for managing and growing a portfolio of ultra-high-net-worth clients by providing bespoke banking and financial services.

Key Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with ultra-high-net-worth clients, understanding their unique financial needs, goals, and preferences.
  • Personalized Banking Services: Provide customized banking solutions, including lending, deposits, and cash management, tailored to each client's requirements.
  • Investment Advisory: Offer expert advice on investment opportunities, asset allocation, and risk management, leveraging the full suite of products and services offered by the company.
  • Wealth Planning: Collaborate with internal teams to develop comprehensive wealth planning strategies, including estate planning, tax optimization, and succession planning.
  • Market Analysis: Stay informed about global financial markets, economic trends, and investment opportunities to provide timely and relevant advice.
  • Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.
  • Compliance: Ensure all banking and advisory activities comply with regulatory standards and company policies.
  • Networking: Actively network within the ultra-high-net-worth community to identify and acquire new clients.
Qualifications
  • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., CFA, CFP) is a plus.
  • Experience: Minimum of 7-10 years of experience in private banking or wealth management, in the UAE with a transferable client portfolio and AUM.
  • Skills: Strong analytical and quantitative skills. Excellent communication and interpersonal skills. Proven ability to build and maintain relationships with ultra-high-net-worth clients. Proficiency in using financial planning and portfolio management tools. Ability to work independently and as part of a team.
  • Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the UAE.
  • Language: Fluency in English is required; knowledge of Arabic is an advantage.
What Our Client Offers
  • Competitive Salary and Performance-Based Bonuses
  • Comprehensive Health and Wellness Benefits
  • Opportunities for Professional Growth and Development
  • A Collaborative and Innovative Work Environment
  • Access to Cutting-Edge Digital Tools and Platforms


  • Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Private Banker Job DescriptionWe are seeking a highly skilled Private Banker to join our team at Independent Resourcing Consultancy Ltd. As a Private Banker, you will be responsible for managing and growing a portfolio of ultrahigh net worth clients by providing bespoke banking and financial services.Key Responsibilities:Client Relationship Management: Build...


  • Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    {"Job Title": "Private Banker", "Location": "Dubai UAE", "About Our Client": "Our client is a leading wealth management firm in Dubai, offering a comprehensive range of services and products to its esteemed clients. Their mission is to provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial well-being...


  • Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Job Title: Private BankerLocation: Dubai UAEAbout Our Client:Our client is a leading wealth management firm based in Dubai, offering a comprehensive range of services and products to their esteemed clients. Their mission is to provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial well-being and...


  • Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    About Our ClientOur client is a pioneering wealth management firm based in Dubai, offering a comprehensive range of services and products to its esteemed clients. Their mission is to provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial well-being and growth.Job DescriptionRole Overview:Our client is...


  • Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Role OverviewWe are seeking a skilled Private Banker to join our prestigious team. As a Private Banker, you will be responsible for managing and growing a portfolio of ultra-high-net-worth clients by providing bespoke banking and financial services.Key ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with...


  • Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Role Overview:Our client, a leading wealth management firm, is seeking a Private Banker to join their prestigious team. The successful candidate will be responsible for managing and growing their portfolio of ultrahigh net worth clients by providing bespoke banking and financial services.Key Responsibilities:Client Relationship Management: Build and maintain...


  • Dubai, Dubai, United Arab Emirates Hoxton Wealth Full time

    The Role:Hoxton Wealth is a private wealth advisory business that focuses on servicing international investors and expatriates worldwide. We are at the forefront of developing a cutting-edge wealth management app equipped with powerful tools such as net worth tracking and a suite of free financial tools. As we continue to grow, we are seeking a talented and...


  • Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Job Title: NRI Private Wealth ManagerJob Summary:We are seeking a highly skilled NRI Private Wealth Manager to join our team at Click and Connect Online Limited. As a key member of our wealth management team, you will be responsible for managing and growing a portfolio of high net worth non-resident Indian (NRI) clients.Key Responsibilities:Client...


  • Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    NRI Private Wealth Manager Job DescriptionAt Click and Connect Online Limited, we are seeking a highly skilled NRI Private Wealth Manager to join our team. As a key member of our financial advisory team, you will be responsible for managing and growing a portfolio of high net worth non-resident Indian (NRI) clients.Key Responsibilities:Client Relationship...


  • Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Job Title: NRI Private Wealth ManagerAt Click and Connect Online Limited, we are seeking a highly skilled and experienced NRI Private Wealth Manager to join our team. As a key member of our financial advisory team, you will be responsible for managing and growing a portfolio of high net worth non-resident Indian (NRI) clients.Key Responsibilities:Client...


  • Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Role Overview:Our client is seeking a skilled Private Banker to join their team. The successful candidate will be responsible for managing and growing a portfolio of high net worth clients by providing personalized banking and financial services.Key Responsibilities:Client Relationship Management: Build and maintain strong relationships with high net worth...


  • Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    NRI Private Wealth Manager Job DescriptionJob Summary:We are seeking an experienced NRI Private Wealth Manager to join our team at Click and Connect Online Limited. As a key member of our wealth management team, you will be responsible for managing and growing a portfolio of high-net-worth non-resident Indian (NRI) clients.Key Responsibilities:Client...


  • Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Job Title: NRI Private Wealth ManagerAt Click and Connect Online Limited, we are seeking a highly skilled and experienced NRI Private Wealth Manager to join our team. As a key member of our financial advisory team, you will be responsible for managing and growing a portfolio of high-net-worth non-resident Indian (NRI) clients.Key Responsibilities:Build and...


  • Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Job Title: NRI Private Wealth ManagerJoin our team at Click and Connect Online Limited as an NRI Private Wealth Manager and take on a challenging role that requires expertise in managing and growing a portfolio of high net worth non-resident Indian (NRI) clients.Key Responsibilities:Build and maintain long-term relationships with high net worth NRI...


  • Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Job Title: NRI Private Wealth ManagerJoin our team of experienced professionals at Independent Resourcing Consultancy Ltd as an NRI Private Wealth Manager. In this role, you will be responsible for managing and growing a portfolio of high net worth non-resident Indian (NRI) clients.Key Responsibilities:Build and maintain strong relationships with high net...


  • Dubai, Dubai, United Arab Emirates Ateca Consulting Full time

    We are seeking a seasoned Senior Portfolio Manager - Private Wealth to join our team at Ateca Consulting. The ideal candidate will have a proven track record in managing high-net-worth client portfolios valued between $50M and $100M.Key Responsibilities:Develop and implement tailored wealth management strategies to drive portfolio growth.Build and maintain...


  • Dubai, Dubai, United Arab Emirates Selby Jennings Full time

    We are seeking a highly skilled Tax and Legal Manager to join our Private Wealth Management team in Dubai.Key Responsibilities:Conduct in-depth tax law research and structure solutions to support our clients and referral partners.Collaborate with our sales consultants to present the latest tax and wealth planning developments and identify potential insurance...


  • Dubai, Dubai, United Arab Emirates Deutsche Bank Full time

    Job Description:As a Relationship Manager at Deutsche Bank Private Bank, you will be responsible for building and maintaining strong relationships with high net worth clients. Your primary goal will be to provide exceptional customer service, identify client needs, and develop tailored solutions to meet those needs.Key Responsibilities:Develop and maintain...


  • Dubai, Dubai, United Arab Emirates Hoxton Wealth Full time

    Job Overview:Hoxton Wealth is a global financial services firm that leverages a tech and tax-led approach to financial planning. We are seeking a skilled Partnered Paraplanner to join our team and work closely with one of our top advisors.Key Responsibilities:Develop and implement comprehensive financial plans for clients, including investment strategies,...

  • Product Manager

    1 month ago


    Dubai, Dubai, United Arab Emirates Hoxton Wealth Full time

    Associate Product ManagerHoxton Wealth is a private wealth advisory business that serves international investors and expatriates worldwide. We are seeking an Associate Product Manager to drive innovation in improving our Hoxton app platform.Key ResponsibilitiesLead the analysis of competitive landscapes, customer insights, and product metrics to define...