225 Private Banking jobs in Dubai

Private Banking Specialist

Dubai, Dubai Intelligent Solutions Recruitment Specialists

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Job Description

Our client, a leading financial institution in the UAE, is looking to hire a Private Banking Specialist to cultivate strong personalized relationships with a portfolio of High Net Worth (HNW) clients. You will drive private banking sales and revenue by encouraging cross-selling of bank products to existing clients and sourcing new business from Super HNW individuals via referrals and marketing efforts from various bank departments such as Trade Finance, Mortgage, and Corporate Finance.

Key Responsibilities:

  • 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 advice based on client needs.
  • Recognize opportunities to partner with other bank professionals to service client needs and maximize bank revenue.
  • Maximize 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.
  • Maintain the bank's reputation by ensuring ethical professional behavior at all times before, during, and after sales.
  • Enhance market profile and awareness.
  • Achieve revenue goals and 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 HNW clients.
  • Maintain a superior customer service experience for clients including preempting issues and proactive servicing.
  • Minimize customer attrition.
  • Maintain proactive client contact.

Requirements:

  • Strong numbers selling & investments/Financial Market knowledge.
  • Strong interpersonal skills and cultural sensitivity.
  • Relationship management & networking skills. Extrovert/Amiable personality.
  • 8 years of experience in a similar job with another bank/financial services.

Required Experience: Unclear Seniority

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Director of Private Banking

Dubai, Dubai Charterhouse Middle East

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Job Description

Overview

Charterhouse is working with an internationally recognized, publicly listed wealth management firm who are expanding their UAE operation. The firm currently manages over USD 50 billion globally, and are now searching for Senior Private Bankers to join their DIFC office.

The firm is led by vastly experienced bankers and backed by a wealth management platform that supports attracting HNI and UHNI clients. The incoming team will have the freedom to grow their book by transferring existing clients and sourcing new clients across multiple jurisdictions. This role is suitable for bankers who have built their book through long-term relationship-building rather than inheriting and servicing a prepared book. The successful candidate will receive time and resources to transition clients smoothly to encourage long-term tenure and year-over-year growth.

The successful candidate can be based in any country, as long as the most recent experience is at a bank or wealth management firm working with HNI and UHNI. The candidate should be able to build or transfer a book of clients within the first year with the business. Ideally, the role will include an international client book to utilize and introduce as the business grows.

What you'll do

Join a growing DIFC operation and help grow a client book by transferring existing clients and sourcing new ones across multiple jurisdictions. You will have the freedom to grow your book and will be supported with time and resources to ensure a smooth client transition and long-term relationships. You should be able to build or transfer a client book within the first year, with a preference for an international client book that can be introduced to the business as it expands.

Who you are

Most recent experience at a bank or wealth management firm working with HNI and UHNI. Ability to build or transfer a client book within the first year. Willingness to work with an international client book as the business grows.

Requirements
  • Recent experience in banking or wealth management serving HNI/UHNI clients
  • Proven ability to build or transfer a client book within the first year
  • Willingness to base internationally as needed and work with an international client book

Note: Some boilerplate or unrelated job listings encountered in the original description have been removed to focus on the role's responsibilities and requirements. This description preserves the core information about the Senior Private Banker opportunity with Charterhouse in the UAE.

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UAE Private Banking Opportunity

Dubai, Dubai beBeePrivateBanker

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Job Description

As a senior private banker in the UAE, you will play a pivotal role in expanding our high net worth client base. This position presents a unique opportunity to leverage your expertise in investment banking, trust services, and financial planning to drive business growth.

About the Role
  • You will be responsible for leading new client acquisition and retention efforts through a deep understanding of their financial needs and goals.
  • Maintaining and developing existing relationships with ultra-high net worth clients from the UAE will also be a key focus area.
Key Responsibilities:
  1. Develop and execute strategic plans to identify and acquire new clients, including profiling, prospecting, and negotiation.
  2. Provide expert advice on investment banking and trust/estate products to core clients as appropriate.
  3. Cultivate strong relationships with clients and internal stakeholders to ensure seamless delivery of services.
  4. Manage client accounts to ensure complete profiles and adherence to relevant policies and procedures.
Required Qualifications, Capabilities, and Skills:
  • Significant experience in private banking working with UAE UHNW individuals and families.
  • Proven track record of business development, sales success, and relationship management.
  • Excellent communication skills, both written and oral, with the ability to effectively articulate complex financial concepts.
  • Achievement-oriented, focused on exceeding business goals, with sufficient attention to detail.
  • Fluency in Arabic language is an added advantage.
Benefits

This role offers a competitive compensation package, comprehensive training, and opportunities for professional growth and development. If you are a results-driven individual looking to make a meaningful impact in the private banking space, we encourage you to apply.

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Executive Director- Private Banking KCG

Dubai, Dubai 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

Job Purpose:

  • 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 centers, which is highly competitive and appealing to the regional and international customer base.
  • To achieve superior sales revenues / AUMs above a predetermined target & increase FAB's market share
  • To provide clients with an above optimum level of service & full investment solutions
  • Identify/segment target markets, develop business to widen portfolios & implement the strategic /marketing plan for Private Banking.
  • Building (own) & Managing a portfolio of UHNWI & HNWI & provide maximum personalised services
  • 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

Job Context:

Successful Private Bankers should be able to demonstrate their "Hunting" and "Farming" capabilities to ultimately deliver AUMs and revenue streams based around the sophisticated/tailored trilogy of private banking platform.

Measured by private banking industry criteria :

  • AUMs (On-balance Sheet + Off-balance sheet)
  • Revenues

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:

  • i.e. 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.)

Using the competitive advantage of FAB's Unique Selling Point

  • Offshore Platform
  • Onshore Platform

Optimum level of relationships managed after a period of 4 years (circa 75 – 80)

Frameworks, Boundaries and Decision-making Authority:

TASKS

  • 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.
  • The individual will always promote the 3 main businesses of Private Banking, marketing & business development to clients for both Offshore (Switzerland ) & Onshore (UAE)
  • 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.
  • Develop & maintain strong relationships with decision makers in key positions & turns relationships into sources of referral (inwards / outwards)
  • Identifies target markets, develops new business, increases wallet share of existing clients, & implements the annual marketing plan
  • 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.)
  • Maintains a designated list of clients' portfolios
  • Develops new investment relationships, attracts new key 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
  • Participates in product development / marketing if & when required (Some SPBs have been deeply & actively involved with colleagues in PBU regards items such as Hold Mail & Bills Discounting)
  • Maintains MIS portion relating to the individual
  • Cross sells / promotes all Investment Banking, FABS, GAM, ADNIF, etc.
  • Promotes PB's Open Architecture solutions on a case by case basis to serve the clients' best needs & requirements
  • Manage the respective PB UAE office (End to End) for Administrative purposes in the absence of the respective business heads on a rotational basis as & when required.
  • Manages on a partial basis (time needs) basis RMs support staff in respective PBU office /liaising with Middle office, Back offices, RMD, ACD etc.
  • All other tasks as reasonably & unreasonably requested

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Qualifications

JOB KNOWLEDGE, SKILLS AND EXPERIENCE

JOB KNOWLEDGE

  • A detailed knowledge of FAB policies, procedures and processes including anti-money laundering requirements, OFAC, and 'know your customer' requirements in relation to the International Private Banking market.
  • An in-depth knowledge base of the trilogy of Private Banking disciplines i.e. Banking, Investment/Portfolio Management & Fiduciary (Wealth protection via offshore trusts, companies & foundations).
  • Have a solid understanding of varied offshore jurisdictions. (e.g. Switzerland, UK, US, Jersey, Cayman Islands, BVI & free zones domiciled in the UAE / GCC).
  • An in-depth knowledge of all retail, corporate, treasury-based investment banking products (vanilla & derivatives) both within Private Banking and across other banking divisions
  • Ability to closely follow the financial markets and use the broad knowledge of various investment vehicles to provide holistic advice to clients.
  • An extensive knowledge of the local & offshore marketplace and opportunities to grow profitable business from a base in Geneva
  • An excellent knowledge and understanding of best practice relationship management, business development and marketing techniques in international private banking.
  • Have A substantial knowledge of Corporate Banking which is an offshoot/ancillary discipline within the Private Banking portfolio.

PROFESSIONAL & TECHNICAL SKILLS

  • Excellent written & spoken English as well as Arabic, French, Hindi and/or Urdu as the case may be relating to client geography.
  • The ability to work independently, develop professional long-term relationship and establish an extensive network of potential and actual individual and corporate high net worth clients.
  • Ability to build excellent relationships with a HNW client base by providing excellent service in order to obtain business referrals
  • Converts prospects into clients.
  • Opportunity spotting – have the skills to identify, explore & transact new market segments & develop the business to widen the private bank's portfolio of offering (e.g. Dual Currency Deposits).
  • Ability to identify new market segments and develop that business to widen the Bank's portfolio offering and increase profitable revenues
  • The ability to ensure that client portfolios have required diversification in investments to meet each client's present and future needs
  • An ability to work with integrity when assessing each client's financial needs to ensure the correct investment solution is being recommended
  • Ability to participate in product development (e.g. Hold Mail, Bills Discounting) & the ability to market/transact these.
  • Ability to think & mastermind "Out of Box" bespoke solutions for clients who require esoteric tailor-made solutions.
  • Ability to manage prospects due diligence in tandem with ability to ensure clients' portfolios are screened for required compliance as well as performance by diversification of investments to meet clients' needs present & future.
  • Ability to react quickly & professionally to all client's requests on a 24/7 cum 365 days (including weekends) basis regardless of being present in office, on vacation and / or on an international business trip.

PERSONAL SKILLS & BEHAVIOURS

  • Excellent communication skills (written & oral) with all clients and work colleagues.
  • Languages written & spoken English (mandatory), Arabic, French, Hindi, Urdu etc (desirable) on a geographical needs basis.
  • The skill to deal with all types of people & give 1st impressions to prospects/clients
  • Capable of handling strong willed/minded articulate wealthy, financial astute individuals as well as those who are very poor in financial acumen. This is in tandem with being able to successfully handle a range of client behaviours.
  • Attend networking events to attract new clients, develop current base and maintain close contact with the existing clients to keep them informed about market developments.
  • Strong commercial and financial capability & ability to articulate well.
  • An ability to persuasively influence & negotiate with others
  • A positive optimistic "can do, will help + always Going the Extra Mile" attitude with clients & colleagues
  • Ability to priorities, delegate and organize personal time effectively to meet a wide range of time critical tasks

LEADERSHIP & MANAGEMENT SKILLS

  • Provide vision, direction and motivation jointly with colleagues in the relationship team in providing service excellence to all HNW Clients
  • Manage the performance & development of direct reports by demonstrating leadership skills in objective setting, performance feedback, coaching & personal development
  • Plan, organise and allocate client resources effectively
  • To contribute directly to the strategy, direction and business planning of the Geneva & Jersey subsidiaries
  • Work cohesively with FMD, ADFS, AMG, ADNIF, ADPML, RMs support functions, PBU middle office, Group back office, audit & compliance & risk management etc.

Experience

  • 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.
  • Experience in leadership
  • Experienced problem solver in tandem with decision making
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Regulatory Compliance Specialist - Private Banking

Dubai, Dubai beBeeCompliance

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Job Description

Compliance Professional

The successful candidate will be responsible for ensuring full regulatory compliance in the onboarding and review of high-risk private banking clients.

Key Responsibilities
  • Conduct due diligence to identify potential risks associated with new and existing high-risk clients.
  • Review and verify client profiles, documentation, and identification documents to ensure accuracy and completeness.
  • Escalate any red flags or inconsistencies in line with established compliance procedures.
  • Collaborate with internal teams to ensure accurate and timely onboarding.
Requirements
  • Experience: 3–5 years in KYC/AML, preferably in UAE banking
  • Education: Bachelor's degree in Finance, Business, Law; CAMS/ICA is a plus
  • Preferred: Male candidates with UAE banking exposure
  • Strong knowledge of UAE regulatory frameworks and international compliance standards
  • Detail-oriented with strong analytical and communication skills
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Director of Private Banking – EAM

Dubai, Dubai Charterhouse

Posted 24 days ago

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Job Description

The Role
Charterhouse is working with an internationally recognized, publicly listed wealth management firm who are expanding their UAE operation. The firm currently manages over USD 50 billion globally, and are now searching for Senior Private Bankers to join their DIFC office. The firm is being led by vastly experienced bankers, and backed up by an impressive wealth management platform that makes it easy to attract HNI and UHNI. The incoming team of bankers will be given the freedom to grow their book how they see fit, by transferring existing clients and sourcing new clients throughout a number of jurisdictions. This role is suitable for bankers who have built their book of clients through building relationships over a number of years, rather than inheriting and servicing a book. The successful candidate will be given time and resources to make the transition for the clients as smooth as possible, in order to encourage long-term tenures with this firm and enjoy YOY growth in the coming years.

Requirements
The successful candidate can be based in any country, as long as the most recent experience is at a bank or wealth management firm working with HNI and UHNI. The candidate should have the ability to build or transfer a book of clients within the 1st year with the business. Ideally the role will have an international client book to utilize and introduce to the business as it grows.

About the company
The Charterhouse brand and business was launched in Dubai and the Middle East in April 2004 by a team of international recruiters and management consultants, after its inception in Sydney, Australia in September 2003. Charterhouse Middle East is now positioned as the leading regional recruiter within its area of disciplines and functional markets. Charterhouse offers professional and bespoke contingency and retained search services to all sectors of the market. Service quality is guaranteed, thanks to a particular focus on flexibility. Charterhouse was the first international search and selection business to establish Dubai as its base. The growth in the Middle East region has been mirrored by Charterhouse globally, with offices now in Qatar, Hong Kong, Singapore, Melbourne and Sydney.
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Onboarding Manager – Private Banking (UAE National)

Dubai, Dubai Charterhouse

Posted 12 days ago

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Job Description

The Role
Charterhouse are working in exclusive partnership with a global leading financial institution, who are striving to create a larger presence in the GCC. Our client is looking to hire an experienced and driven client onboarding professional to join the high-performing team based in Dubai, UAE. The Onboarding Manager will be responsible for performing client acceptance reviews which is inclusive of, but not limited to, name screening, CDD and KYC checks, as well as risk profile assessment of prospects and trigger review management for private banking clients. In addition, the manager will be proficient risk management and Regulatory & business conduct.

Requirements
The successful candidate must be Degree educated with a minimum of at least 6 years of relevant experience with a reputable financial institution or a bank in the GCC. Knowledgeable with Microsoft Office tools and adaptive to various CRM software. In addition, direct experience working with the Central Bank (UAE CB) would be advantageous.

About the company
The Charterhouse brand and business was launched in Dubai and the Middle East in April 2004 by a team of international recruiters and management consultants, after its inception in Sydney, Australia in September 2003. Charterhouse Middle East is now positioned as the leading regional recruiter within its area of disciplines and functional markets. Charterhouse offers professional and bespoke contingency and retained search services to all sectors of the market. Service quality is guaranteed, thanks to a particular focus on flexibility. Charterhouse was the first international search and selection business to establish Dubai as its base. The growth in the Middle East region has been mirrored by Charterhouse globally, with offices now in Qatar, Hong Kong, Singapore, Melbourne and Sydney.
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Private Banking Intern - 12 to 15 months

Dubai, Dubai Deutsche Bank

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Position Overview

The Deutsche Bank Junior Talent Program is a 12-to-15-month program that offers a unique opportunity to gain real-world exposure in Private Banking. Designed to help you develop your skills through formal training and continuous support, you will be integrated into our day-to-day activities and quickly gain the confidence to take on real projects by learning first-hand how and what we deliver for clients worldwide.

About the Program

As a participant of this program, you will:

  • Learn about the firm and how we do business
  • Gain the skills and knowledge necessary to support our businesses
  • Have access to the training and guidance to help you prepare for the next level
  • Build valuable professional networks and interact with colleagues across the firm
Eligibility

Recent 2024 and 2025 graduates with an undergraduate or graduate degree from all academic backgrounds or professionals with no more than 18 months of full-time work experience looking to make a career transition are welcome to apply.

About The Division

Deutsche Bank Private Bank (PB) is one of the largest wealth managers worldwide. We offer our clients a broad range of traditional and alternative investment solutions, as well as comprehensive advice on all aspects of Wealth Management. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we create lasting value for clients.

We specialize in developing bespoke solutions for our clients around the world, for instance wealth planning across successive generations and international borders, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network, our many years of experience and our close collaboration with the Corporate Bank, Investment Bank and DWS.

We aim to become a highly competitive global wealth manager by combining financial strength and stability with trustworthy partnership and forward-thinking in order to build sustainable and beneficial client relationships. As a growth business for Deutsche Bank, we contribute towards building a more balanced, less capital intensive and stable business model for the bank.

What You'll Do

As a Junior Talent with the PB Middle East team, you will collaborate with Private Banking colleagues in achieving their financial (Net New Assets, Revenue, Asset Under Management), operational and risk objectives. This is achieved by working in close partnership with Relationship Managers/ Investment Managers/ Account Managers in the day-to-day planning and servicing for the clients.

You will be immersed in real responsibilities such as:

  • Assisting PB Middle East Private Banking colleagues in daily tasks
  • Preparing reports, summaries, meeting notes and supporting compliance-related regulatory tasks
  • Learning and applying front-office systems
  • Supporting client relationship teams with onboarding and KYC process(es) of new clients, including documentation and compliance checks
  • Supporting the Sub-Region Head in strategic projects and execution such as expanding the Middle East footprint through offshore and onshore collaboration
  • Collaborating cross functionally with key internal partners including CLM / Compliance / Legal / Products / Advisory and Sales and DB WM's entire range of product specialists to deliver the firm's best capabilities, solutions and investment thinking
  • Acting within professional, legal and ethical boundaries and guidelines, in accordance with all internal and external compliance regulations and the Code of Ethics and Conduct
  • Flagging and managing reputational risks and conflict issues

The Junior Talent Program is an ideal way of finding out whether a career in Private Banking meets your needs and aspirations.

Skills and Qualifications We Are Looking For
  • Fluency in English and Arabic
  • Previous internships or exposure to financial services, the Private Banking business and/or capital markets is a plus
  • Excellent written and verbal communication skills, proficiency in Word, Excel, and PowerPoint, and excellent interpersonal skills to work effectively in teams
  • Excellent analytical capabilities with a high attention to detail and accuracy
  • Self-motivated and proactive team players who can build strong relationships and work effectively in a team environment across different locations
Well-being And Benefits

Deutsche Bank is committed to creating a health-promoting and caring work environment where our people can be themselves, feel supported and happy, so they can perform at their best and thrive in their careers.

Deutsche Bank and Diversity

Deutsche Bank is an equal opportunity employer who seeks to recruit and appoint the best available person for a job regardless of marital/civil partnership status, sex (including pregnancy), age, religion, belief, race, nationality and ethnic or national origin, colour, sexual orientation, or disability. We guarantee that your application will remain anonymous and be treated confidentially. Please let us know if you require any adjustments to enable you to apply or attend an interview. If you would like to discuss your requirements, or have any concerns about the application process, please contact your recruiter.

Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.

We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.


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Relationship Manager – Wealth Management

Dubai, Dubai Edjobster PVt. Ltd

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Job Description

We are hiring for a Wealth Management company in Dubai for the role of Relationship Manager. The ideal candidate shall have a proven track record in managing high-net-worth clients, delivering tailored financial solutions, and maintaining long-term client relationships within a well-established financial institution.

Key Responsibilities :

Client Acquisition and Portfolio Management

  • The idea candidate should have managed and grown a portfolio of high-net-worth clients with a minimum initial deposit of USD 1 million per client.
  • Ensured an average portfolio size per client of USD 3-5 million over 12-24 months.
  • Should have onboarded and fund 8-10 new clients within the first six months.
  • Establish and nurture long-term relationships with clients to drive loyalty and retention.

Investment Advisory and Financial Solutions

  • Offer a range of investment products, including stocks, bonds, mutual funds, and ETFs, catering to both local and international client needs.
  • Provide insightful, market-relevant advice, considering factors such as interest rate cycles, inflation, and broader market conditions.

Client Relationship Management

  • Act as a trusted advisor, building relationships with high-net-worth individuals through a confident, personable approach.
  • Maintain strong communication and presentation skills, with a high command of English.
  • Leverage an understanding of high-net-worth client requirements to tailor financial strategies and product recommendations.

Requirements

Qualifications and Experience :

  • Minimum 8-10 years of experience in UAE Wealth Management.
  • Demonstrated loyalty and consistency, having been with the current institution for at least 4-5 years.
  • Extensive knowledge of wealth products, including practical experience in advising and implementing solutions.
  • Experience managing portfolios with substantial AUM, reflecting strong client relationships.
  • Previous experience in a Private Bank is preferred, although candidates from elite retail wealth teams (such as Priority, Signature, Elite, etc.) are also welcome to apply.

Compensation and Benefits :

  • Salary Range : AED 25,000 and no bar for deserving candidates, based on experience, current compensation, and portfolio size.
  • Variable Pay : Quarterly sales incentives, with payout slabs starting at 35% and going up to 50%.
  • Medical and Visa : Comprehensive medical coverage for the RM and family, visa sponsorship, and annual leave as per labor laws.
  • Retirement Benefits :

Gratuity credited monthly, as per UAE labor laws.

  • Weekly market updates and continuous product training.
  • Support from dedicated service teams for account setup, product management, and portfolio reviews.
  • Access to exclusive company events, including international off sites and regular contests.
  • Transparent pricing tools and open-door policies for performance discussions and growth support.
  • High-level support from the company's CIO and CEO to close important client deals.
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Relationship Manager

Dubai, Dubai Antal International Network

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Job Description

We are seeking a dynamic and results-driven Sales/Relationship Manager preferably strong background in banking and trade finance to manage and grow a portfolio of corporate clients. The ideal candidate will be responsible for maintaining long-term relationships, identifying client needs, and offering tailored financial solutions related to trade finance products such as letters of credit, bank guarantees, and structured finance instruments.

Key Responsibilities
  • Proactively identify, pursue, and secure new business opportunities through cold calling, referrals, partnerships, etc.
  • Act as the primary point of contact for client interactions, addressing inquiries, concerns, and feedback professionally and in a timely manner.
  • Understand client requirements and propose tailored trade finance solutions.
  • Ensure proper onboarding of new clients, including documentation, KYC, compliance, and operational setup.
  • Identify opportunities to cross-sell and promote additional trade finance instruments or services to existing clients.
  • Escalate complex matters to senior management and coordinate with relevant departments until resolution.
  • Maintain an updated sales pipeline with detailed stages, client status, expected closures, and follow-up actions.
  • Submit regular sales reports in line with company policies, procedures, and reporting schedules.
  • Collaborate with internal teams to support deal execution, participate in team meetings, and provide constructive client feedback.
  • Perform other duties and responsibilities as assigned by the Reporting Manager.
Qualifications & Experience
  • Bachelor’s degree in finance, Banking, Business Administration, or a related field.
  • 3–5 years’ experience in a sales or relationship management role, preferably within a bank or trade finance institution.
  • Proven ability to manage high-value client relationships and generate new business opportunities.
  • Strong interpersonal, negotiation, and communication skills.
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  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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