Private Banking Relationship Manager

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 1 year ago
10-12 years
Abu Dhabi - United Arab Emirates , Dubai - United Arab Emirates
Stock Market Trading Asset & Wealth Management
Work from Office
Full Time

Posted: 1 year ago
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Posted over 15 days ago, so the role may have closed. Confirm on the employer's page when you apply, or see similar jobs.

Job Description

Our client, a tier-one bank in the UAE, is seeking a target-driven UAE National with a strong background in private banking to join their dynamic team. The ideal candidate will be an independent, results-oriented professional with extensive experience in end-to-end portfolio management including strategic asset allocation, portfolio construction, implementation, trade execution, and risk monitoring.

The role

  • Held full accountability for achieving key business targets and KPIs as set by the Group Head, ensuring consistent delivery of strategic and financial objectives throughout the budget year
  • Foster proactive and disciplined collaboration with business heads, team leaders, private bankers, and advisory clients to ensure strategic alignment, optimize investment outcomes, and deliver exceptional client service
  • Delivered comprehensive investment advisory services to Private Banking and Key Client Group clients, aligning portfolio strategies with individual risk profiles, financial goals, and prevailing market conditions
  • Drove advisory business growth in AUM, clients, mandates, and revenue per set KPIs.

Client requirements

  • Emirati with Family book
  • Fiercely target-driven with sharp business instincts
  • Driven to win, powered by strong business sense
  • Seasoned investment professional with 10+ years of experience in global markets, portfolio management, and investment advisory
  • Strong technical expertise in delivering research-driven recommendations and tailored investment solutions
  • Independent, results-driven, and detail-oriented, with excellent communication skills and a proven ability to build strong relationships across all levels

Skills

AdvisoryAdvisory ServicesAsset AllocationPortfolio ConstructionPrivate Banking

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