Senior Relationship Manager, Private Banking
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Key skills for this role
About the Role
Job Overview We are seeking a dynamic and results-oriented Private Banker to join our DIFC-based financial advisory firm. This pivotal role is focused on expanding our client base, deepening relationships, and driving growth in assets under management.
Key Skills for This Role
Full Job Posting
Job Overview
We are seeking a dynamic and results-oriented Private Banker to join our DIFC-based financial advisory firm.
This pivotal role is focused on expanding our client base, deepening relationships, and driving growth in assets under management.
**Job Location**: Dubai International Financial Centre (DIFC), UAE
**Industry**: Private Banking / Wealth Management and Advisory
**Experience Required**: Minimum 8 years in Private Banking, Wealth Management, and Investment Advisory with a private bank or an EAM.
Key Responsibilities
- **Client Acquisition**: Proactively source and onboard new high-net-worth individuals (HNWIs), family offices, and institutional clients to build a sustainable portfolio and AUM.
- **Revenue Generation**: Achieve and exceed assigned revenue targets through wealth management products, bespoke solutions, and innovative advisory strategies.
- **Portfolio Growth**: Drive growth in overall assets under management (AUM), targeting high end portfolios multimillion USD portfolios.
- **Needs-Based Advisory**: Conduct in-depth financial profiling to understand client goals and recommend tailored wealth strategies aligned with their risk-return objectives.
- **Relationship Management**: Serve as a trusted advisor across all client touchpoints, fostering long-term relationships and ensuring exceptional service delivery.
- **Market Segmentation**: Strategically analyze market dynamics to identify high-potential segments for prospecting and targeted outreach.
- **Client Engagement**: Maintain active and regular contact with clients through face-to-face meetings, portfolio reviews, and performance updates.
Ideal Candidate Profile
- Proven ability to develop and manage high-value client relationships.
- Strong network within the UAE/GCC private banking and investment advisory space.
- If you are an accomplished senior professional eager to contribute to a high-performing team, we invite you to apply.
- Please submit your resume and cover letter to: **dinesh.dsouza@branfordcapital.com**
Job Type: Full-time
Pay: AED20,000.00 - AED30,000.00 per month
Application Question(S)
- Are you currently employed as a Relationship Manager / Senior Relationship Manager or Director for private banking / wealth management services?
- Do you have a min of 10 years of private banking or wealth management/advisory experience with a private bank or asset manager?
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