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Senior Relationship Manager - Private Banking
Mabledon Capital Limited
Dubai, UAE
Full Time
Senior
Yesterday
Private BankingWealth ManagementInvestment AdvisoryClient Relationship ManagementPortfolio ManagementAsset Allocation
Free
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Private BankingWealth ManagementInvestment Advisory
About the Role
Mabledon Capital Limited seeks a dynamic private banking professional to manage and grow a portfolio of HNW/UHNW clients. The role involves delivering personalized investment advisory services, driving new client acquisition, and monitoring portfolios.
Key Skills for This Role
Private BankingWealth ManagementInvestment AdvisoryClient Relationship ManagementPortfolio ManagementAsset Allocation
Responsibilities
- Develop and maintain trusted, long term relationships with HNW/UHNW clients as primary advisor for investment strategy and wealth planning
- Drive new client acquisition through personal networks, referrals, and business development activities
- Proactively monitor client portfolios for market events and initiate rebalancing recommendations
- Keep abreast of market trends, new product offerings, and campaigns
- Collaborate with internal teams to drive product innovation and portfolio profitability
- Deliver high standard of customer service and relationship management
Requirements
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- Minimum 5 7 years of experience in private banking, wealth management, or investment advisory
- At least 3 5 years in a client facing Relationship Manager role
- Demonstrable track record in managing client portfolios across multiple asset classes
- Exceptional communication, sales, and relationship management skills
- CFA, FRM, or relevant CISI diploma preferred
Full Job Posting
Job Purpose
- Manage and grow a portfolio of HNW/UHNW clients by delivering personalized investment advisory and wealth management solutions.
- Accountable for client suitability, ongoing portfolio monitoring, and maintaining audit ready documentation while contributing to AUM and revenue targets.
Responsibilities
- Develop and maintain trusted, long term relationships with HNW/UHNW clients as primary advisor for investment strategy, asset allocation, and wealth planning.
- Drive new client acquisition through personal networks, referrals, and professional business development activities, while deepening existing relationships through proactive cross selling.
- Proactively monitor client portfolios for material market events, corporate actions, or changes in risk profile, and initiate timely rebalancing recommendations.
- Keep abreast of market trends, new product offerings and the latest campaigns.
- Collaborate with internal teams to drive product innovation and portfolio profitability.
- Deliver a consistently high standard of customer service and relationship management.
Qualifications
- Bachelor's degree in Finance, Economics, Business Administration, or a related field from a recognized university.
- CFA, FRM, or relevant CISI diploma preferred.
- Minimum of 5 7 years of experience in private banking, wealth management, or investment advisory, with at least 3 5 years in a client facing Relationship Manager role.
- Demonstrable track record in managing client portfolios across multiple asset classes (equities, fixed income, mutual funds, structured products, sukuk, alternatives) and providing non discretionary investment advice.
- Exceptional communication, sales, and relationship management skills.
- Passion for digital transformation and innovation in financial services.
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