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Private banker - External Asset Manager
Geojit Private Wealth (DIFC) Limited
Dubai, UAE
Full Time
Senior
1 months ago
Client AcquisitionPortfolio ManagementWealth ManagementInvestment AdvisoryRelationship ManagementNetworking
Free
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Client AcquisitionPortfolio ManagementWealth Management
About the Role
Geojit Private Wealth (DIFC) Limited is seeking a Private Banker to acquire and manage HNW & UHNW client portfolios. The role requires 10+ years of experience in private banking or wealth management, strong knowledge of global financial markets, and a proven track record in client acquisition and AUM growth.
Key Skills for This Role
Client AcquisitionPortfolio ManagementWealth ManagementInvestment AdvisoryRelationship ManagementNetworking
Responsibilities
- Acquire and onboard HNW & UHNW clients through strong networks and referrals
- Build, manage, and grow a profitable client portfolio
- Deliver customized investment and wealth management solutions
- Drive AUM growth through asset consolidation and wallet share expansion
- Conduct regular portfolio reviews aligned with market conditions and client objectives
- Ensure compliance with DFSA regulations and internal policies
- Maintain high standards of client servicing, documentation, and suitability assessments
Requirements
- Bachelor’s degree in Finance, Business, or related field
- Minimum 10 years experience in Private Banking, Wealth Management, or EAM platform
- Proven track record in client acquisition and AUM growth
- Strong knowledge of global financial markets and investment products
- Excellent relationship management and networking skills
- Experience in DIFC / international markets preferred
Full Job Posting
Company Description
- Geojit Private Wealth (DIFC) Limited is a DFSA regulated Category 3C wealth management firm headquartered in the Dubai International Financial Centre.
- We provide tailored wealth management and investment advisory solutions to high net worth individuals, families, and investors across the GCC and international markets.
Key Responsibilities
- Acquire and onboard HNW & UHNW clients through strong networks and referrals
- Build, manage, and grow a profitable client portfolio
- Deliver customized investment and wealth management solutions
- Drive AUM growth through asset consolidation and wallet share expansion
- Conduct regular portfolio reviews aligned with market conditions and client objectives
- Ensure compliance with DFSA regulations and internal policies
- Maintain high standards of client servicing, documentation, and suitability assessments
Qualifications
- Bachelor’s degree in Finance, Business, or related field
- Minimum 10 years experience in Private Banking, Wealth Management, or EAM platform
- Proven track record in client acquisition and AUM growth
- Strong knowledge of global financial markets and investment products
- Excellent relationship management and networking skills
- Experience in DIFC / international markets preferred
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