Private Banking Manager

4 weeks ago


Abu Dhabi, Abu Dhabi, United Arab Emirates Talent Pal Full time
Job OverviewJob Purpose:
To effectively manage, grow, and advise a portfolio of Ultra High Net Worth clients, providing them with exceptional service and tailored advice. Collaborate with clients to evaluate their financial data and investment objectives, recommending and implementing the most suitable investment strategies.
Key Responsibilities:
• Develop and implement realistic annual business plans to achieve financial targets
• Meet and work with clients to evaluate their financial data and investment objectives
• Provide exceptional service by building, maintaining, and growing relationships with clients
• Responsible for immediate closure of all queries and issues related to banking products and services
• Provide monthly client portfolio reports to management
• Actively liaise with various departments to provide and gain leads for prospective business and new clientele
Requirements:
Bachelor's Degree in Economics or Finance or Business Management
CISI / SCA qualification or equivalent
10-12 years of experience in Retail banking with 5 years of exposure to Private Banking / Wealth Management in UAE

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