Private Banker

What You Will Be Doing
Manage and grow a portfolio of HNW/UHNW clients within the Levant or GCC/Arab Emirati market, understanding their financial goals and risk appetite

• Act as the primary point of contact for clients, providing exceptional service and financial advice
• Conduct regular reviews of clients investment and financial portfolios
• Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries
• Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome
• Identify and onboard new clients through networking, referrals, and strategic partnerships
• Develop and execute tailored strategies to attract and retain wealthy clients in the region
• Attend client events, wealth management forums, and other high-profile gatherings in the UAE
• Advise on portfolio management, estate planning, succession, and offshore structuring where relevant
• Keep clients informed on market trends, economic updates, and investment opportunities
  Essential Skills/Basic Qualifications

• Previous experience working as a Private Banker within the Levant or GCC/Arab Emirati market, with a client base of over USD300m
• Exceptional client servicing and relationship management skills with High-Net-worth Clients and demonstrable experience in building and managing this client base
  
• Previous experience in controlling and monitoring of risk within a client book
• Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients
• Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
• Ability to adapt to a rapidly changing business including regulatory and technological environment
• Desirable Skills

• Excellent knowledge of regulated credit agreements/investment advice/deposits/portfolio management services/financial promotions
• High aptitude and understanding of the digital landscape, with the ability to effectively manage Clients changing needs in this area
  
  
  

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

This role is based in Dubai.

Purpose of the role
To establish and nurture profitable partnerships with both corporate and individual clients. Its the bridge between the banks offerings and clients needs, ensuring mutual benefit and long-term success.

Accountabilities

• Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
• Research and understanding of the clients industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Design of customised solutions that address the clients specific needs and objectives, incorporating a range of products and services from the banks portfolio.
• Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
• Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
• Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.
• Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
• Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.
  
  
  

Vice President Expectations

• To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
• If managing a team, they define jobs and responsibilities, planning for the department s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L Listen and be authentic, E Energise and inspire, A Align across the enterprise, D Develop others..
• OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
• Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.