Private Banking Relationship Manager

Job Summary:

We are looking for an experienced and client-focused Private Banking Relationship Manager to join our team in Dubai. The ideal candidate will manage and grow a portfolio of high-net-worth clients by providing tailored financial solutions, investment advice, and wealth management services. This role requires strong relationship-building skills, deep financial knowledge, and the ability to deliver exceptional client service.

Key Responsibilities:

• Manage and develop relationships with high-net-worth individuals and families.

• Understand clients financial goals and provide personalized wealth management solutions.

• Advise clients on investment products, portfolio diversification, estate planning, and other financial services.

• Conduct regular portfolio reviews and provide market updates to clients.

• Collaborate with internal teams such as investment, credit, and legal to deliver comprehensive financial solutions.

• Identify new business opportunities and assist in acquiring new clients.

• Ensure compliance with regulatory requirements and internal policies.

• Prepare detailed client reports, proposals, and presentations.

• Handle client queries and resolve issues promptly to maintain high satisfaction.

• Attend networking events and build a strong professional network in the private banking sector.

Qualifications and Skills:

• Bachelors degree in Finance, Economics, Business, or related field; MBA or relevant certifications (CFA, CFP) preferred.

• Minimum 5 years of experience in private banking, wealth management, or relationship management.

• Strong knowledge of financial markets, investment products, and wealth management strategies.

• Excellent interpersonal, communication, and negotiation skills.

• Proven track record of managing and growing high-net-worth client portfolios.

• Ability to work independently and as part of a team.

• Strong analytical and problem-solving abilities.

• Knowledge of UAE and international banking regulations.

• Fluency in English; Arabic or other language skills are a plus.