About the Role
As a Banker in the Private Banking business, you will play a crucial role in new client acquisition and retention, utilizing your comprehensive knowledge of investments, banking, trust services, and financial planning. Your primary responsibility will be enhancing the client experience while engaging various resources to provide complete wealth management solutions.
Ready to apply for roles like this?
Unlock the company name and direct application link. Subscribers get instant access to fresh jobs across Dubai, Abu Dhabi and Riyadh, many with visa support.
Unlock employer & apply directly
Job Responsibilities
- Prospect and acquire new clients from within the United Arab Emirates.
- Be responsible for sales and implementation of investment, banking, and trust/estate products to core clients as appropriate.
- Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients.
- Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced, specifically adhering to Risk Management policies.
- Build trust with clients and effectively manage relationships.
- Ensure that the proposed products and services maximize the clients' needs, goals, and objectives.
Required Qualifications, Capabilities, and Skills
- Experience in Private Banking working with Ultra High Net Worth (UHNW) individuals and families within the UAE market.
- Previous business development experience.
- Achievement oriented, focused on exceeding business goals with sufficient attention to detail.
- Proven sales success, including prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale, and asking for referrals.
- Excellent communication skills, both written and oral.
- Strong relationship management and team-building skills; views team concept as critical to success.
- Emirati male nationals must have completed or have no obligatory military service obligations.
- Experience or demonstrated understanding of investments, banking, and trust concepts, including 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 environments.
