Actively define your strategy to develop your portfolio optimally using the full breadth of the bank’s resources, network, and capabilities.
Possess the credibility to cultivate trusting relationships with UHNW clients and should be entrepreneurial and capable of bringing in new clients/investment relationships and managing activity levels to achieve targeted sales revenue. Develop a client portfolio and ensure proactive and quality follow-up of customers.
Manage clients’ needs and expectations and provide customized solutions, keeping in mind a holistic approach.
Monitor the financial markets and the trends in the field of international wealth management.
Track financial market trends and developments in the area of global wealth management.
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation, and safeguarding the company, its clients, and assets by driving compliance with applicable laws, rules, and regulations, adhering to policy.
Your Qualifications
Currently working in a bank, a multi-family office, or a financial institute, and interested in joining a high-quality Private Bank.
Successful track record in advising and looking after private clients in the UAE markets.
Very good knowledge of products, services, global compliance aspects, and financial markets.