Private Banking Relationship Manager

Dubai Permanent
  • Excellent product exposure
  • Exposure to international markets

About Our Client

The is a Private Banking Relationship Management role with a multi-billion dollar wealth management with offices all over the world. They aim to provide their clients with a variety of investment solutions across vanilla and structured products, globally.

Job Description


  • Achieve agreed revenue targets with respect to assets under management, retainer conversions and referrals
  • Contribute to the corporate revenue targets on a quarterly basis

Lead Generation

  • Generate new business in agreed referral sources through various networking activities including managing relationships between the Company and the referral sources
  • Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity

Provide High Quality Advice

  • Provide tailored investment and holistic advice to High Net worth / Ultra High Net worth client inclusive of risk management strategies
  • Tailored investment solutions across different asset classes such as Equities, Fixed Income, Forex and Managed Funds
  • Engineer individual portfolio risk management
  • Work in close coordination with the Investment Counsellors of Taurus Group to assure clients of the above

Client Relationships

  • Effectively manage the relationship between the client and the Company including the various banking relationship the clients may have.
  • Provide ongoing advice on client portfolios and providing on a fee-for-service basis advice as required to non retainer clients
  • Maintain a high standard of ethics and conduct and ensure confidentiality of clients' assets & information
  • Ensure strict adherence to the Company's policies, rules & regulations

The Successful Applicant

The ideal candidate will have the following:

  • Post Graduate Diploma in Business Management / MBA would be an added advantage
  • 8 - 15 years of experience in the financial services industry preferably in wealth management and/or private banking in the UAE
  • Must be handling a book of minimum USD 80MN
  • Knowledge on International products
  • Excellent interpersonal skills
  • A thorough understanding of financial markets, their behaviour, movements and expectations with respect to market
  • Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients - thus generating insights for clients

What's on Offer

  • Excellent product exposure
  • Exposure to international markets and clients
Setareh Ansari
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Job summary

Banking & Financial Services
Portfolio / Fund / Asset Manager
Financial Services
Contract type
Consultant name
Setareh Ansari
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