Private Banker
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Key skills for this role
About the Role
Ateca is seeking a Senior Private Banker to acquire and manage UHNW/HNW clients from the Middle East. The role involves wealth management advisory, business origination, and mentoring junior bankers.
Key Skills for This Role
Responsibilities
- Build and manage a portfolio of UHNW/HNW clients and family offices from the Middle East
- Act as a trusted advisor, providing bespoke wealth management, investment, lending, and wealth planning solutions
- Develop deep, multi generational relationships with client families
- Deliver tailored portfolio strategies, discretionary mandates, and alternative investment opportunities
- Provide guidance on succession planning, tax and estate structuring
- Coordinate cross border solutions leveraging Dubai as a hub
- Drive revenue growth and profitability in the Middle East private banking business
- Lead origination initiatives and represent the Middle East in senior management forums
- Mentor and develop junior relationship managers and assistants
- Ensure adherence to UAE, local, and international regulatory standards
Requirements
- 12–15+ years of experience in private banking/wealth management with a focus on Middle East clients
- Proven track record of business origination and management of UHNW/HNW client portfolios
- In depth understanding of wealth management products, investment solutions, and family governance structures
- Excellent cross cultural communication and relationship skills
- Fluency in Arabic and English
Full Job Posting
Role Overview
- Senior Private Banker – Middle East Coverage
- Based in Dubai
- Serve as a trusted advisor to wealthy families, entrepreneurs, royals, and family offices
Key Responsibilities
- Build and manage a portfolio of UHNW/HNW clients and family offices from the Middle East.
- Act as a trusted advisor, providing bespoke wealth management, investment, lending, and wealth planning solutions.
- Develop deep, multi generational relationships with client families.
- Deliver tailored portfolio strategies, discretionary mandates, and alternative investment opportunities.
- Provide guidance on succession planning, tax and estate structuring (in partnership with specialists).
- Coordinate cross border solutions, leveraging Dubai as a premier hub for Middle East wealth and global connectivity.
- Drive revenue growth and profitability in the Middle East private banking business.
- Lead origination initiatives, represent the Middle East in senior management forums, and contribute to overall strategy.
- Mentor and develop junior relationship managers and assistants.
- Ensure adherence to UAE, local, and international regulatory standards (including DFSA/CBUAE where applicable).
- Maintain the highest standards of risk management, ethics, and fiduciary duty.
- Act as a senior escalation point for client or compliance matters.
Qualifications & Experience
- 12–15+ years of experience in private banking/wealth management with a focus on Middle East clients.
- Proven track record of business origination and management of UHNW/HNW client portfolios.
- In depth understanding of wealth management products, investment solutions, and family governance structures.
- Excellent cross cultural communication and relationship skills.
- Fluency in Arabic and English; French or other regional languages a plus.
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