Private Wealth Manager
3 weeks ago
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.
- 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.
- 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
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