Assistant Relationship Manager - Private Banking

m i d a s

Dubai, UAE

Full Time

Mid

Onsite

3 days ago

Private BankingWealth ManagementClient Relationship ManagementFinancial AnalysisPortfolio ManagementRisk Management

Free

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Key skills for this role

Private BankingWealth ManagementClient Relationship Management

Midas Advisory, operating under the brand m i d a s, was founded in close collaboration with key clients to build and preserve long term partnerships.
The firm focuses on delivering tailored private banking and advisory solutions that align with clients’ unique financial goals.
m i d a s emphasizes trust, transparency, and personalized service to support sustainable wealth growth.

The Assistant Relationship Manager – Private Banking is a full time, on site role based in DIFC, Dubai, United Arab Emirates.
This role supports Relationship Managers in servicing high net worth and ultra high net worth clients, ensuring smooth day to day account management and client communication.
Key tasks include preparing client presentations, reviewing portfolio reports, coordinating transactions, and managing documentation in line with internal policies and regulatory requirements.
The Assistant Relationship Manager will respond to client inquiries, follow up on service requests, and collaborate with internal teams to deliver timely solutions.
The role also involves monitoring client portfolios, identifying opportunities for cross selling suitable products, and helping to maintain strong, long term client relationships.

Provide accurate, timely, and high quality support to RMs and in relation to client interactions, documentation, systems, reporting, meeting preparation, travel coordination, and related follow up activities.

Support effective business execution through the collection and exchange of relevant information, proper documentation of work, assistance with projects and initiatives, management of expense processes, and identification of opportunities for improvement.

Contribute to the first line of defense by supporting compliant client documentation, monitoring and resolving pending items, identifying and escalating concerns as appropriate, and ensuring clear and accurate records of client interactions and orders.

Uphold the required standards of honesty, integrity, due care, fair client treatment, conflict management, professional competence, risk awareness, and compliance with applicable laws, regulations, and internal policies.

5 8+ years in Private Banking/ Wealth Management
Bachelor's or Master's degree in Finance / Business school
Very good communication and interpersonal skills
Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds)
Friendly and trustworthy with a high level of risk awareness, proactive and independent work approach
Sound affinity with the geographic market(s) covered, meaning familiarity with the legal and regulatory environment, cultural awareness, and understanding of relevant products, services, and tools in Private Banking
Proven record of accomplishment in servicing banking clients’ needs (on boarding of new clients, maintaining and extending current relationships).
Knowledge of Financial Planning and Finance to support clients’ wealth and liquidity needs
Experience or understanding of Portfolio Management and Investments for private banking clients
Prior experience in private banking, wealth management, or financial services is preferred
Excellent communication and interpersonal skills, with the ability to work with diverse clients and teams
High level of integrity, attention to detail, and ability to manage multiple tasks in a fast paced environment