The Role
Manage relationships with ultra-high-net-worth individuals in the UAE: acquire and retain clients, oversee portfolios, collaborate with investment teams to deliver tailored solutions, ensure compliance and KYC, provide market updates and reports, track AUM and revenues, and travel periodically to develop relationships.
Summary Generated by Built In
Our client is a large international Private Bank, with a strong presence in the Middle East Region. Looking for experienced Private Bankers:
- Focus on cultivating relationships with ultra-high-net-worth individuals and families in the UAE market.
- Manage client relationships, new client acquisition, and client retention.
- Collaborate with investment professionals to propose and execute tailored solutions.
- Address client inquiries and oversee daily account operations.
- Provide regular market updates, portfolio performance reports, and investment opportunities.
- Periodic travel to coverage regions for relationship development.
- Assist in creating presentations, proposals, and promotional materials.
- Track clients, AUM, and revenues using internal systems.
- Ensure compliance, operational, and due diligence requirements are met.
- Oversee private client relationships and manage investment portfolios.
- Collaborate on client sponsorship and KYC procedures..
Requirements
- Minimum 5 years of experience as a Relationship Manager in Private Banking or a substantial UHNW network in the UAE.
- Strong English & Arabic language skills.
- Proven track record in investment sales and relationship management.
- Familiarity with local regulatory policies and financial markets.
- Appropriate local regulatory qualification
Skills Required
- Minimum 5 years of experience as a Relationship Manager in Private Banking or substantial UHNW network in the UAE
- Strong English and Arabic language skills
- Proven track record in investment sales and relationship management
- Familiarity with local regulatory policies and financial markets
- Appropriate local regulatory qualification
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The Company
What We Do
High Street Resources is a Dubai-based firm specializing in executive search, recruitment, and HR consulting. They focus on delivering talent management and organizational development services, particularly within the financial services sector in the Middle East. Their mission is to provide service excellence to both clients and candidates in a rapidly expanding market.
