High Net Worth Financial Manager

1 week ago

abu dhabi, United Arab Emirates beBeeInvestmentBanker Full time

Private Banking OpportunityWe are seeking a highly skilled and experienced Private Banker to join our team. As a Private Banker, you will be responsible for developing business across diverse markets and regions within all areas of private clients, family offices of UHNWI & HNWI.You will focus on developing new business through your own sources, existing professional connections, and introductions via the bank with strong inter-personal skills and experience at both generating new business and managing high profile client relationships.You will assess prospects with the aim of converting to clients by a full vetting / due diligence process addressing issues connect with PEPs, OFAC, AML and including KYC to international standards.You will provide advice & ultra-high level of solutions & service 24/7 – 365 days of the year regardless of being in the office, on vacation and / or on an international business trip.You will ensure that clients' portfolios are regularly screened for proper diversification, unless client specifically requests this not to be the case.Key ResponsibilitiesTo develop and maintain strong relationships with decision makers in key positions & turns relationships into sources of referral [inwards / outwards].To identify target markets, develops new business, increases wallet share of existing clients, & implements the annual marketing plan.To initiate pro-actively, solutions, sales & market initiatives.To participate with others in Product development & marketing.To solicit business primarily, but NOT limited to the disciplines of the trilogy of Private Banking [Banking, Fiduciary [Wealth Protection such as Trusts, Foundations Offshore Cos etc], Portfolio Management [Execution only, Advisory & Discretionary] but also includes examples such as derivatives [e.g. DCDs, esoteric funds [aircraft operating leases, mezzanine debt, etc]RequirementsTrack record of excellent academic performance from a reputable university. Preferable in business, economics, marketing and / or a MBA or accountancy/finance background.Strong relationship management & new /ongoing business development skill.At least 5 years' experience as an

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