The Role
Manage and grow relationships with ultra‑high‑net‑worth clients in the UAE, source new clients, oversee portfolios and account operations, collaborate with investment teams on tailored solutions, ensure compliance and KYC, prepare presentations and reports, and mentor junior staff.
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.
- Supervise and train junior staff members.
Requirements
- Minimum 10 years of experience as a Relationship Manager in Private Banking or a substantial UHNW network in the UAE.
- Strong English language skills.
- Proven track record in investment sales and relationship management.
- Familiarity with local regulatory policies and financial markets.
- Appropriate local regulatory qualifications.
Skills Required
- Minimum 10 years of experience as a Relationship Manager in Private Banking or a substantial UHNW network in the UAE.
- Strong English language skills.
- Proven track record in investment sales and relationship management.
- Familiarity with local regulatory policies and financial markets.
- Appropriate local regulatory qualifications.
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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.
