Client Director
4 days ago
Client Director - Dubai (Open to relocators)
Our client, an independent wealth management firm with offices in London, Dubai and Monaco, is looking for an ambitious and entrepeneurial Client Director to join the team in Dubai. If you are an experience private banking or wealth management professional with a strong network and an existing book of clients, this is an opportunity to work in a dyamic, client-focused environment.
Responsibilities
- Build and manage a portfolio of HNW and UHNW clients, aligning investments with their risk profiles and financial goals.
- Develop trusted, long-term relationships, offering bespoke wealth solutions tailored to client needs.
- Work closely with advisers, trustees, and key 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 Plurimi's commitment to integrity and excellence.
- Contribute to the firm's growth through strategic projects and initiatives.
Experience
The ideal candidate will have a strong track record in client acquisition and retention, with an existing book of HNW/UHNW 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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