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Leading Indian Bank
Dubai , UAE
A Senior Private Banker is sought to manage and expand relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients across global markets. The role focuses on delivering bespoke wealth management solutions, investment strategies, and financial advisory services to meet the unique needs of affluent clients.
Key Responsibilities
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Client Relationship Management:
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Build and maintain strong relationships with HNW/UHNW clients.
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Provide tailored wealth management advice, including investment planning, estate structuring, and financial strategies.
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Ensure outstanding service aligned with clients’ goals and risk profiles.
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Investment & Wealth Advisory:
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Develop customized investment strategies across asset classes.
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Advise on portfolio diversification, tax efficiency, and alternative investments.
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Track market trends to deliver proactive recommendations.
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Business Development & Client Acquisition:
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Identify and onboard new global clients through networking, referrals, and partnerships.
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Execute client acquisition strategies while maintaining compliance with onboarding protocols.
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Collaboration & Cross-Selling:
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Partner with investment specialists, tax advisors, and credit experts to deliver integrated solutions.
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Cross-sell banking products including lending, structured solutions, and alternatives.
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Regulatory & Compliance Adherence:
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Ensure compliance with AML/KYC standards, FATCA, CRS, and international banking regulations.
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Stay current with evolving global compliance frameworks.
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Requirements
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Experience: 12–25 years in private banking, wealth management, or financial advisory, with proven success in managing HNW/UHNW clients.
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Knowledge: Strong understanding of international financial markets, investment products, estate planning, and tax regulations.
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Skills: Exceptional relationship management, business development, and negotiation capabilities.
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Languages: Fluency in English; additional languages are an advantage.
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Compliance: Deep knowledge of international banking and regulatory requirements.
Compensation & Benefits
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Competitive base salary with performance-linked bonus.
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Access to global wealth management resources and exclusive investments.
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Health, retirement, and lifestyle benefits.
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Career growth within a prestigious international banking institution.