Private Banker

Role OverviewWe are hiring experienced wealth and financial services professionals to build relationships with HNIs, UHNIs, Family Offices, entrepreneurs and NRI investors in the UAE. The role focuses on Client acquisition, Relationship management, Understanding client investment interests, Showcasing relevant investment opportunities, Referring clients to authorised product providers, Business development and revenue generation, Building a long term client franchise. This is a referral-led role and not a personalised financial advisory or execution role.

Key Responsibilities
Acquire and manage HNI, UHNI and Family Office relationshipsConduct regular client meetings and build a strong UAE investor networkUnderstand clients' broad investment interests, liquidity needs and investment horizonsShowcase relevant products and private market opportunitiesIntroduce clients to appropriate fund managers, brokers, insurers, financial institutions, distributors and other authorised product providersCoordinate meetings, documentation and transaction follow-upsBuild referral relationships with bankers, consultants, accountants and professional intermediariesGenerate repeat business and referralsAchieve agreed client acquisition, transaction, AUM and revenue targetsProduct ExposureProducts may include depending on availability and applicable regulations: Private EquityPre IPO or Unlisted OpportunitiesAlternative Investment FundsAIFsPMSMutual FundsStructured InvestmentsInsuranceReal EstateOffshoreInternational FundsGlobal Private MarketsAlternative InvestmentsAll such products are introduced on a referral basis through the relevant authorised product provider or regulated partner. Compliance
- Referral FrameworkRelationship Managers must operate strictly within Risify's internal compliance framework and the permitted scope of their roleThey will provide product information and facilitate introductionsClearly communicate risks, liquidity and investment tenureMaintain proper records of client interactions and referralsFollow applicable KYC and AML and documentation processesNever guarantee returns or capital protectionRefer clients to the relevant authorised provider for detailed product advice, suitability assessment, onboarding and executionRelationship Managers will not independently provide personalised financial advice, portfolio recommendations, brokerage, execution, custody or fund management servicesExperienced professionals only, no freshers. Relevant ExperienceWealth ManagementFinancial AdvisoryPrivate BankingStock Broking or Capital MarketsInvestment DistributionHNI and UHNI Relationship ManagementExperience dealing with HNIs, UHNIs, Family Offices, affluent clients or NRIs will be strongly preferred. Skills & QualificationsGraduate degree requiredStrong understanding of financial markets and investment productsExcellent communication, networking and relationship management skillsStrong business development and closing capabilityComfortable showcasing private market and alternative investment opportunitiesMBA, CFA, CA or CFP preferred but not mandatoryAbility to independently build and grow a client franchiseCompensation & GrowthCompetitive Fixed SalaryAttractive Revenue or Profit SharingPerformance Based IncentivesUnlimited Earning Potential linked to performanceLong term career growthPotential ESOP or ownership opportunities based on performance and tenureWhy Join Risify? Build your own client franchise in DubaiWork with HNIs, UHNIs and Family OfficesStrong exposure to private markets and alternative investmentsAccess opportunities across India, UAE and global marketsPure relationship & referral led business modelAccess multiple institutional and product partnersEntrepreneurial, performance driven environmentSignificant earning potential linked to business generatedRisify OverviewRisify is a UAE based financial referral and relationship platform and a group company of Analah Group. Risify Capital is licensed in the Meydan Free Zone, Dubai, with business activities including: Investment Advisory Services, Management Consultancy Activities. For the Risify Wealth Team, all investment products are handled strictly on a referral or introduction basis. The Meydan license also states that relevant authority approvals must be obtained where additional approvals are required.