Job Description:
We are currently seeking a seasoned and driven Senior Private Banker to join our robust team in Dubai. The ideal candidate will have an established network of High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients within the Gulf Cooperation Council (GCC) region.
Key Responsibilities:
- Client Relationship Management: Forge and sustain relationships with HNW and UHNW clients, demonstrating an understanding of their financial aspirations and delivering solutions to fulfil these goals. This includes regular client meetings, portfolio reviews, and proactive communication to ensure client satisfaction.
- Financial Advisory Services: Provide comprehensive, bespoke financial advice and services to clients. This includes understanding the client's financial situation, identifying their needs, and developing a tailored financial plan.
- Team Collaboration: Work in tandem with internal teams to ensure the delivery of superior service and to identify opportunities for cross-selling. This involves close collaboration with product specialists and investment advisors to provide the best solutions for our clients.
- Market Trends: Keep ahead of market trends and shifts, leveraging this knowledge to provide clients with tailored investment strategies that align with their financial objectives. This includes regular market analysis and staying updated with the latest financial news and developments.
Qualifications:
- Experience: Demonstrable experience as a Private Banker in recognised financial institutions. The candidate should have a proven ability to manage and grow a portfolio of HNW and UHNW clients.
- Network: An extensive network of HNW and UHNW clients from the GCC region. The candidate should have a strong ability to leverage this network to expand our client base.
- Financial Acumen: A robust understanding of financial markets and investment strategies. The candidate should have the ability to provide sound investment advice and develop tailored financial plans for our clients.
- Communication Skills: Exceptional interpersonal and communication skills, with the ability to build and maintain strong client relationships. The candidate should have the ability to effectively communicate complex financial concepts to clients.
- Adaptability: The capacity to thrive in a fast-paced, demanding environment. The candidate should have the ability to adapt to changing market conditions and client needs.
