738 Private Banking jobs in the United Arab Emirates

Director- Private Banking

AED150000 - AED250000 Y First Abu Dhabi Bank

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Job Description

Company Description

First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We're in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you'll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger – together.

Job Description

  • To maintain & develop a client base of HNWI & UHNWI providing excellent service in order to develop net new business to the group + obtain/maintain business via referrals & recommendations within the Group.
  • Manage specific projects End to End / 360 Degrees including the managing / liaising of other group colleagues.
  • Develops new business through own sources, existing professional connections, and introductions via the bank with strong inter-personal skills and experience at both generating new business and managing high profile client relationships.
  • Opportunity spotting externally & from within the Group.
  • Coordinates & promotes prospects & business with other RMs as well as other Group coordinates Globally.
  • Promotes the cross selling between Group branches/offices in the Gulf & elsewhere Globally for NRI segment.
  • Develop & maintain strong relationships with decision makers in key positions & turns relationships into sources of referral (inwards / outwards)
  • Initiates pro-actively, solutions, sales & market initiatives
  • Participates with others in Product development & marketing
  • Solicits business primarily, but NOT limited to the disciplines of the trilogy of Private Banking (Banking, Fiduciary (Wealth Protection such as Trusts, Foundations Offshore Cos etc), Portfolio Management (Execution only, Advisory & Discretionary) but also includes examples such as derivatives (e.g. DCDs, esoteric funds (aircraft operating leases, mezzanine debt, etc)
  • Develops new investment relationships, attracts new NRI clients to FAB. Furthermore, develops the private client side of FAB's key strategic clients' segment (e.g. Directors of Multinational as well as UAE / GCC / Sub-Continent diasporas-based Cos)
  • Provides advice & ultra-high level of solutions & service 24/7 – 365 days of the year regardless of being in the office, on vacation and / or on an international business trip
  • Assesses prospects with the aim of converting to clients by a full vetting / due diligence process addressing issues connect with PEPs. OFAC, AML and including KYC to international standards which is unique to GPB; as still not introduced in the rest of NBAD
  • Assesses financial needs, risk tolerances/appetite, & develops optimal investment solutions
  • Ensure, clients' relationships are monitored & maintained (Completes & updates all reports which includes e.g. KYC, regular Call Reports, Leverage/Lending related issues, interest charges paid on time, maturities, etc).
  • Ensures that clients' portfolios are regularly screened for proper diversification, unless client specifically requests this not to be the case
LI-MM2

Qualifications

  • Track record of excellent academic performance from a reputable university. Preferable in business, economics, marketing and / or a MBA or accountancy/finance background
  • Strong relationship management & new /ongoing business development skills
  • At least 5 years experience as an "industry hand" in private banking coupled with experience in other banking environment, investment companies.
  • Experienced problem solver in tandem with decision making
This advertiser has chosen not to accept applicants from your region.

Director- Private Banking

AED150000 - AED250000 Y First Abu Dhabi Bank (FAB)

Posted today

Job Viewed

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Job Description

First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We're in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you'll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger – together.

Job Description

  • To maintain & develop a client base of HNWI & UHNWI providing excellent service in order to develop net new business to the group + obtain/maintain business via referrals & recommendations within the Group.
  • Manage specific projects End to End / 360 Degrees including the managing / liaising of other group colleagues.
  • Develops new business through own sources, existing professional connections, and introductions via the bank with strong inter-personal skills and experience at both generating new business and managing high profile client relationships.
  • Opportunity spotting externally & from within the Group.
  • Coordinates & promotes prospects & business with other RMs as well as other Group coordinates Globally.
  • Promotes the cross selling between Group branches/offices in the Gulf & elsewhere Globally for NRI segment.
  • Develop & maintain strong relationships with decision makers in key positions & turns relationships into sources of referral (inwards / outwards)
  • Initiates pro-actively, solutions, sales & market initiatives
  • Participates with others in Product development & marketing
  • Solicits business primarily, but NOT limited to the disciplines of the trilogy of Private Banking (Banking, Fiduciary (Wealth Protection such as Trusts, Foundations Offshore Cos etc), Portfolio Management (Execution only, Advisory & Discretionary) but also includes examples such as derivatives (e.g. DCDs, esoteric funds (aircraft operating leases, mezzanine debt, etc)
  • Develops new investment relationships, attracts new NRI clients to FAB. Furthermore, develops the private client side of FAB's key strategic clients' segment (e.g. Directors of Multinational as well as UAE / GCC / Sub-Continent diasporas-based Cos)
  • Provides advice & ultra-high level of solutions & service 24/7 – 365 days of the year regardless of being in the office, on vacation and / or on an international business trip
  • Assesses prospects with the aim of converting to clients by a full vetting / due diligence process addressing issues connect with PEPs. OFAC, AML and including KYC to international standards which is unique to GPB; as still not introduced in the rest of NBAD
  • Assesses financial needs, risk tolerances/appetite, & develops optimal investment solutions
  • Ensure, clients' relationships are monitored & maintained (Completes & updates all reports which includes e.g. KYC, regular Call Reports, Leverage/Lending related issues, interest charges paid on time, maturities, etc).
  • Ensures that clients' portfolios are regularly screened for proper diversification, unless client specifically requests this not to be the case

Qualifications

  • Track record of excellent academic performance from a reputable university. Preferable in business, economics, marketing and / or a MBA or accountancy/finance background
  • Strong relationship management & new /ongoing business development skills
  • At least 5 years experience as an "industry hand" in private banking coupled with experience in other banking environment, investment companies.
  • Experienced problem solver in tandem with decision making
This advertiser has chosen not to accept applicants from your region.

Director, Private Banking

AED60000 - AED120000 Y HSBC

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Job Description

Job description

Director, Private Banking – Relationship Manager, ADGM (000LFJE)

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.

HSBC International Wealth and Premier Banking aims to be the international bank of choice for affluent customers, supporting their domestic and international banking, and holistic wealth management needs. We provide a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world's most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance.

This role is under our Global Private Banking (GPB), Arab and Emirati Clients business. The job holder will be responsible for contributing to the growth and expansion of the client base in the MENA region. This role requires intensive and well-established networking skills with a deep understanding of the private banking sector and the ability to cultivate and develop strong relationships with Ultra and high-net-worth individuals and families.

In this role, you will:

  • Be in charge of managing and developing a client's portfolio, participating in the Team's organization and ensuring appropriate administrative support
  • Provide full-service banking and all transactions to high-net-worth individual clients through the marketing of all appropriate company services
  • Grow revenue, increase AUM of portfolio and increase inflows of net new money (NNM), achieving growth by leveraging brand, channels and RM network
  • Establish new relationships and manages existing relationship to generate new AUM and Revenue
  • Co-operate with platform manager to clear pending items, improve quality and resolve problems
  • Ensure client's objectives are met through an appropriate selection of products within the client portfolio
  • Understands, follows and demonstrates compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business.

Requirements

To be successful in the role, you should meet the following requirements:

  • Graduation degree is a must to secure a UAE Visa and Work Permit.
  • Extensive experience in relationship management experience within the banking sector
  • Proven track record in asset gathering, asset growth and revenue generation
  • Fluency in Arabic is a must.
  • Excellent commercial and negotiation skills
  • Highly developed communication skills for use in direct client contact and problem solving
  • Ability to provide strong financial and statistical analysis.
  • Strong customer service focus
  • Attention to detail and the ability to think creatively to solve problems
  • Excellent understanding of financial markets and products

For further details and application information please visit our careers site, searching under reference number 000LFJE.

You'll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hong Kong and Shanghai Banking Corporation Limited.

This advertiser has chosen not to accept applicants from your region.

Manager – Private Banking

AED300000 - AED450000 Y Abu Dhabi Commercial Bank

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Job Description

Manager – Private Banking

Embark on a journey where your unique contributions are celebrated, and your professional growth is embraced. At ADCB, we nurture a diverse, inclusive community where every voice is valued.

About the business area

Private Banking provides high-net-worth clients with an end-to-end banking service to help manage their full banking and investment needs effectively. Our dedicated bankers provide a wide variety of solutions to meet clients' investment and borrowing requirements, including complex and bespoke loan structuring. Wealth preservation requirements are addressed through a comprehensive wealth planning solution, tailored to individual needs

In this role, your key responsibilities include
:

  • Attract New to Bank (NTB) clients and capture client service synergies in order to achieve assigned targets and contribute to the bottom-line profitability of the department
  • Perform day-to-day Banking services in order to meet and exceed client expectations
  • Address client issues to ensure timely resolution
  • Interact with customers to obtain their feedback on ADCB image, products and services and identify issues that require action in order to identify opportunities of continuous improvement
  • Maintain an ongoing client relationship in order to deal with arguments raised by customers and prospects in daily interactions
  • Provide feedback to internal specialists on product solutions in order to support the development of effective wealth management solutions for clients
  • Identify cross-selling opportunities and proactively interact with internal resources in order to provide product solutions for clients
  • Meet quality standards, minimize errors in transaction execution and service delivery and comply with all relevant regulations, policies and guidelines in order to protect the Bank against all credit, legal, reputational, and other risks
  • Ensure that customers' financial needs are properly identified and formulation of written proposals are initiated in order to satisfy all customer needs with Banks products within the general guidelines of Credit Policy
  • Assess risk and make pertinent recommendations in line with ADCB's applicable policies to ensure risk are mitigated
  • Convey sufficient information to Lending and Financing team to ensure that deals are adequately structured
  • Prepare Call Reports as per the instruction of senior management

The ideal candidate should have the following experience
:

  • At least 6 years of experience in a commercial/universal Bank context in a relationship management client facing role working with high net worth clients executing client transactions across business
  • Bachelor's Degree in Finance, Economics or a related field
  • Client service and acquisition skills

What we offer:

  • Competitive Salary
    : The indicative pay range for this role is AED 30,000 – AED 45,000 per month. Additionally, all employees are eligible to participate in one of our rewarding variable pay plans.
  • Comprehensive Benefits Package
    : This includes market-leading medical insurance, group life and personal accident insurance, paid leave and leave airfare, employee preferential rates on loans and finance facilities, staff discounts and offers, and children education assistance (for certain job levels).
  • Flexible and Remote Working Options
    : We understand the importance of work-life balance and offer flexible working arrangements, subject to eligibility and job requirements.
  • Learning and Development Opportunities
    : We value and facilitate continuous learning and personal development, through a variety of exciting learning opportunities, such as structured instructor-led courses, a comprehensive e-Learning catalog, on-the-job training and professional development programs.

At ADCB, we are dedicated to creating a respectful, caring and disciplined work environment that aligns with your career ambitions.

This advertiser has chosen not to accept applicants from your region.

Director Private Banking

AED150000 - AED250000 Y Mashreq

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Job Description

Job Purpose

To provide his portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and bank and retain their loyalty and respect. The job holder is required to enhance Private Banking sales / revenues and promote the cross selling of bank products to all existing clients.Job Holder must be able to source new business of Super HNW individuals through referrals, marketing activities, and personal contacts. Financial Advisor must ensure that client are aware of all financial services offered by the banks many departments, TCM, Trade Finance, Mortgage, Corporate Finance etc.

Key result Areas

  • Optimize the potential value of the client base through the delivery of Private Banking products and services and actively identify new customers
  • Ability to communicate with HNW clients to structure advise based on client needs
  • Ability to recognize opportunities to partner with other bank professionals to service client needs and maximize bank revenues.
  • Maximizing profitability from the Private Banking base whilst countering competition from other providers offering alternative investment / WM opportunities.
  • Safeguard the bank from potential loss / AML fraud/ and ensure ethical behavior
  • Safeguard banks reputation by ensuring ethical professional behavior at all times before/during after sales
  • Enhance market profile and awareness.
  • Achieve revenue goals, sales & portfolio growth targets across a range of products & services (Investments, Term Deposits, CASA balances, TCM, FX trading, share financing, etc)
  • Acquire 'new to bank' NHW clients
  • Maintain a superior customer service experience for clients including pre-empting issues and proactive servicing.
  • Minimize customer attrition
  • Maintain proactive client contact

Knowledge, Skills and Experience

  • University Graduate
  • Strong numbers, selling & investments/ Financial Market Knowledge
  • Strong Interpersonal skills and cultural sensitivity
  • Relationship Management & Networking skills. Extrovert / Amiable personality
  • At least, 2 years experience of a similar job with another bank / financial services co in UAE, they should be certified from the Securities & Investment Institute (SII) for selling investment.
This advertiser has chosen not to accept applicants from your region.

Director Private Banking

AED120000 - AED240000 Y Mabledon Capital Limited

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Job Description

  • Be responsible for achieving assigned targets for generating revenue and acquisition of HNI / UHNI private banking customers through assessing their risk tolerance and investment suitability and advising of appropriate products and services
  • Provide a genuine & un-biased financial advisory to your clients thus becoming their first port of call on Offshore Private Banking business.
  • Undertake credit responsibilities including but not limited to preparing Facility Applications, credit reviews, preparation of loan documentation and negotiation of credit terms
  • Maintain regular contact with clients including regular face to face meetings where you will be expected to profile client's risk and return aspirations and deliver a tailored portfolio of products, thus enhancing opportunities for client's wealth maximization and increased AUM size.
  • Monitor the performance of client accounts on regular basis to ensure that the all customer portfolio performance in line with the customer expectations. In case of any variation of portfolio performance, provide expert advisory to the client on his portfolio
  • Identify and segment the target market for potential new business opportunities including building relationships with key clients, developing a referral network and influencers to augment client list and investment book
  • Ensure all business is booked as per laid down procedures and guidelines after all due diligence is carried out with respect to regulatory requirements including but not limited to up-to-date compliance, KYC and client profile on each client
  • Be responsible for delivery of client satisfaction and service quality levels by ensuring that the client's needs are met by performing administrative tasks required to fulfil client requirements.
  • Continue building investment knowledge and be conversant with the full range of private banking services including but not limited to Trusts, asset management, banking and advisory services and to act as an effective trusted advisor in the delivery of these services
  • Ensure all administrative tasks like submitting client's meeting reports, periodic update of MIS is done in a timely manner.
  • In addition to the duties listed, the employee may, from time to time, be required to perform other duties assigned by their manager

Knowledge, Skills, Experience and other requirements

  • Proven track record of minimum 5+ years of relevant experience in a client acquisition and management of wealth for clients
  • Outstanding network in the private banking industry to support our growth strategy and to push the development agenda for revenue, NTB, NNM etc.
  • Skills to acquire new High-Net-Worth and Ultra high-Net-Worth clients through referrals, own network and by actively approaching potential clients
  • Strong financial product and technical competence in the understanding, development and delivery of holistic wealth planning solutions to clients
  • First class presentation and communication skills; able to listen, guide and influence internal and external stakeholders
  • A team player with the highest professional work ethic and standards who is decisive, innovative and able to cope under pressure
  • Forward thinking mindset for the development and advancement of digital banking solutions; a technologically savvy personality able to introduce innovative tools and solutions to clients
  • High level of professional and personal integrity and compliance standards ensuring all work activities are performed in line with internal and external guidelines and regulatory policies
  • MBA or degree from a university or an institute of higher education
This advertiser has chosen not to accept applicants from your region.

Private Banking Leader

Abu Dhabi, Abu Dhabi beBeeLeadership

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Job Description

Private Banking Leadership Role

We are seeking an exceptional leader to drive the growth and development of our private banking business across the Middle East and North Africa (MENA) region. As Executive Director - Private Banking MENA, you will be responsible for building and enhancing our Key Client Group and Private Banking proposition in this dynamic market.

The ideal candidate will have a strong background in finance, investments, and coverage/private banking engagement, with a deep understanding of the MENA region. They will possess excellent communication skills, both verbal and written, and be able to operate independently, manage/develop, and lead a team.

Key Responsibilities
  • Develop and Implement Strategy : Formulate and execute strategy for private banking across all relevant MENA regions, working closely with the Head of Global Private Banking and other key stakeholders.
  • Lead Team and Manage Performance : Lead a team of professionals and manage their performance, ensuring they meet key performance indicators (KPIs) and other targets.
  • Coverage Accountability : Take ownership of coverage accountability across MENA private banking centers, delivering diversified revenue streams through core private banking client-centric propositions.
  • Engagement and Collaboration : Engage with international private banking center teams, head office teams, and external stakeholders to develop and enhance cross-sell opportunities.
  • Spearhead Stakeholder Engagement : Spearhead engagement with internal and external stakeholders on behalf of the business, including legal & compliance, risk management, regulators, and service providers.
  • Commercial Arrangements : Lead commercial arrangements, sourcing, selection, and agreements, working closely with strategic vendor management, legal teams, and other enablement teams.
  • Regulatory Frameworks : Ensure adherence to various regulatory frameworks, engaging with coverage teams and other stakeholders as appropriate.
  • Training and Development : Provide training and development support to enhance knowledge and integrity of the client-centric value propositions across international private banking centers.
Qualifications
  • Bachelor's Degree : A bachelor's degree in finance/accounting/banking/marketing and/or liberal arts (economics/computer science/math).
  • Advanced Degree : An advanced degree, such as a Master's in Business Administration (MBA), is strongly recommended.
  • Experience : Minimum 15 years' experience in private banking, with a strong knowledge of the MENA region, finance, investments, and coverage/private banking engagement.

About This Opportunity

This is a unique chance to join a leading financial institution and take on a leadership role in shaping the future of private banking in the MENA region. If you are a seasoned professional looking for a new challenge, we encourage you to apply.

This advertiser has chosen not to accept applicants from your region.
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Director- Private Banking

First Abu Dhabi Bank (FAB)

Posted today

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Job Description

Overview

FAB, the UAE's largest bank and one of the world's most secure financial institutions, is dedicated to creating value for its employees, customers, shareholders, and communities. Through innovation, agility, and differentiation, FAB is committed to fostering growth. We are looking for top talent and your success is our success. Accelerate your growth as you help us reach our goals and advance your career. Be ready to make your mark as a top company, in an exciting and dynamic industry.

Responsibilities

To assist with the management and growth of Private Banking client relationships and assigned portfolio; improve service quality levels to ensure that the team's objectives are constantly met and its targets achieved, while maintaining client satisfaction and portfolio credit quality.

Successful Private Bankers should be able to demonstrate their NTBs capabilities to ultimately deliver on client needs based around the sophisticated/tailored trilogy of private banking platform.

By way of:

  • Number of new relationships opened (Fresh Funds to the FAB Group)
  • Number of new relationships transferred from within the FAB Group
  • Number of existing relationships managed with the primary goal of increasing wallet share

Via the private banking disciplines:

  • The trilogy of Private Banking (Banking, Fiduciary (Wealth Protection such as Trusts, Foundations Offshore Cos etc), Portfolio Management (Execution only, Advisory & Discretionary) but also includes examples such as derivatives (e.g. DCDs, esoteric funds (aircraft operating leases, mezzanine debt, etc)
  • The Private Banker focus is to develop business across diverse markets / regions within all areas of private clients, family offices of UHNWI & HNWI, especially with different offshore and onshore locations ranging across numerous booking centres, which is highly competitive and appealing to the regional and international customer base.
  • To provide clients with an above optimum level of service, fixed income, Mutual Fund, and Insurance solutions.
  • To conduct risk rating analysis for the client.
  • To grow annual 20 NTBs
  • Provide support to Director and Executive Director.
  • Ensure client relationship monitoring and completing all reports which includes KYC, leverage/lending issues, interest charges paid on time, maturities…etc.
  • Identify/segment target markets, develop business to widen portfolios & implement the strategic /marketing plan for Private Banking.
  • Maintain /expand current/future client base, acquire net new business via referrals, contacts & marketing
  • Proactively enhance PB's offerings (Group and/or Open Architecture) by initiating & supporting internal processes & workflows
Qualifications
  • Excellent written & spoken English as well as Arabic, as the case may be relating to client geography.
  • At least 5 years experience as an "industry hand" in private banking coupled with experience in other banking environment, investment companies.
  • Experience in leadership
  • Bachelors degree in relevant fields. Relevant Investment Certifications are preferable.
  • Know how of Fixed income solutions with Bond Ratings classificaiton from S&P, Moody's.
  • Know how of Mutual Fund and Insurance Soltions.
  • Should be able to conduct risk rating analysis for the client.
  • Outstanding communication and presentation skills.
  • Strong ability to develop a network of target prospects.
  • Market knowledge and savviness.

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Director- Private Banking

Abu Dhabi, Abu Dhabi First Abu Dhabi Bank

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Job Description

  • Division: Personal, Wealth & Business Banking
Company Description

First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We're in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you'll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger – together.

Job Description
  • To maintain & develop a client base of HNWI & UHNWI providing excellent service in order to develop net new business to the group + obtain/maintain business via referrals & recommendations within the Group.
  • Manage specific projects End to End / 360 Degrees including the managing / liaising of other group colleagues.
  • Develop new business through own sources, existing professional connections, and introductions via the bank with strong inter-personal skills and experience at both generating new business and managing high profile client relationships.
  • Opportunity spotting externally & from within the Group.
  • Coordinates & promotes prospects & business with other RMs as well as other Group coordinates Globally.
  • Promotes the cross selling between Group branches/offices in the Gulf & elsewhere Globally for NRI segment.
  • Develop & maintain strong relationships with decision makers in key positions & turns relationships into sources of referral (inwards / outwards)
  • Participates with others in Product development & marketing.
  • Solicits business primarily, but NOT limited to the disciplines of the trilogy of Private Banking (Banking, Fiduciary (Wealth Protection such as Trusts, Foundations Offshore Cos etc), Portfolio Management (Execution only, Advisory & Discretionary) but also includes examples such as derivatives (e.g. DCDs, esoteric funds (aircraft operating leases, mezzanine debt, etc).
  • Develops new investment relationships, attracts new NRI clients to FAB. Furthermore, develops the private client side of FAB's key strategic clients' segment (e.g. Directors of Multinational as well as UAE / GCC / Sub-Continent diasporas-based Cos).
  • Provides advice & ultra-high level of solutions & service 24/7 – 365 days of the year regardless of being in the office, on vacation and / or on an international business trip.
  • Assesses prospects with the aim of converting to clients by a full vetting / due diligence process addressing issues connect with PEPs, OFAC, AML and including KYC to international standards which is unique to GPB; as still not introduced in the rest of NBAD.
  • Assesses financial needs, risk tolerances/appetite, & develops optimal investment solutions.
  • Ensure clients' relationships are monitored & maintained (Completes & updates all reports which includes e.g. KYC, regular Call Reports, Leverage/Lending related issues, interest charges paid on time, maturities, etc.).
  • Ensures that clients' portfolios are regularly screened for proper diversification, unless client specifically requests this not to be the case.
Qualifications
  • Track record of excellent academic performance from a reputable university. Preferable in business, economics, marketing and / or a MBA or accountancy/finance background.
  • At least 5 years experience as an "industry hand" in private banking coupled with experience in other banking environment, investment companies.
  • Experienced problem solver in tandem with decision making.
#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Director- Private Banking

Dibba Al Fujairah, Fujairah SupportFinity™

Posted today

Job Viewed

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Job Description

Overview

FAB, the UAE's largest bank and one of the world's most secure financial institutions, is dedicated to creating value for its employees, customers, shareholders, and communities. Through innovation, agility, and differentiation, FAB is committed to fostering growth. We are looking for top talent and your success is our success. Accelerate your growth as you help us reach our goals and advance your career. Be ready to make your mark as a top company in an exciting and dynamic industry.

Job Description

To assist with the management and growth of Private Banking client relationships and assigned portfolio; improve service quality levels to ensure that the team's objectives are constantly met and its targets achieved, while maintaining client satisfaction and portfolio credit quality.

Successful Private Bankers should be able to demonstrate their NTBs capabilities to ultimately deliver on client needs based around the sophisticated/tailored trilogy of private banking platform.

Via the private banking disciplines:

  • The trilogy of Private Banking (Banking, Fiduciary (Wealth Protection such as Trusts, Foundations Offshore Cos etc), Portfolio Management (Execution only, Advisory & Discretionary) but also includes examples such as derivatives (e.g. DCDs, esoteric funds (aircraft operating leases, mezzanine debt, etc)
  • The Private Banker focus is to develop business across diverse markets / regions within all areas of private clients, family offices of UHNWI & HNWI, especially with different offshore and onshore locations ranging across numerous booking centres, which is highly competitive and appealing to the regional and international customer base.
  • To provide clients with an above optimum level of service, fixed income, Mutual Fund, and Insurance solutions.
  • To conduct risk rating analysis for the client.
  • To grow annual 20 NTBs
  • Provide support to Director and Executive Director.
  • Ensure client relationship monitoring and completing all reports which includes KYC, leverage/lending issues, interest charges paid on time, maturities…etc.
  • Identify/segment target markets, develop business to widen portfolios & implement the strategic /marketing plan for Private Banking.
  • Maintain /expand current/future client base, acquire net new business via referrals, contacts & marketing
  • Proactively enhance PB's offerings (Group and/or Open Architecture) by initiating & supporting internal processes & workflows
Qualifications
  • Excellent written & spoken English as well as Arabic, as the case may be relating to client geography.
  • At least 5 years experience as an "industry hand" in private banking coupled with experience in other banking environment, investment companies.
  • Experience in leadership
  • Bachelors degree in relevant fields. Relevant Investment Certifications are preferable.
  • Know how of Fixed income solutions with Bond Ratings classificaiton from S&P, Moody's.
  • Know how of Mutual Fund and Insurance Soltions.
  • Should be able to conduct risk rating analysis for the client.
  • Outstanding communication and presentation skills.
  • Strong ability to develop a network of target prospects.
  • Market knowledge and savviness.
About the company

First Abu Dhabi Bank (FAB)

Be vigilant about potential scams, phishing attempts, or fraudulent activities, and seek credible sources or reviews to assess the trustworthiness of the company. Remember, your personal and financial security is paramount, and taking preventive measures is crucial to safeguarding your information from potential risks and unauthorized use. SupportFinity is not responsible for any consequences that may arise from disclosing such information to unauthorized or fraudulent entities.


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