194 Private Banking jobs in Dubai

Private Banking Relationship Manager

Dubai, Dubai Info Resume Edge

Posted 1 day ago

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Job Description

Job Summary:

We are looking for an experienced and client-focused Private Banking Relationship Manager to join our team in Dubai. The ideal candidate will manage and grow a portfolio of high-net-worth clients by providing tailored financial solutions, investment advice, and wealth management services. This role requires strong relationship-building skills, deep financial knowledge, and the ability to deliver exceptional client service.

Key Responsibilities:
  • Manage and develop relationships with high-net-worth individuals and families.

  • Understand clients financial goals and provide personalized wealth management solutions.

  • Advise clients on investment products, portfolio diversification, estate planning, and other financial services.

  • Conduct regular portfolio reviews and provide market updates to clients.

  • Collaborate with internal teams such as investment, credit, and legal to deliver comprehensive financial solutions.

  • Identify new business opportunities and assist in acquiring new clients.

  • Ensure compliance with regulatory requirements and internal policies.

  • Prepare detailed client reports, proposals, and presentations.

  • Handle client queries and resolve issues promptly to maintain high satisfaction.

  • Attend networking events and build a strong professional network in the private banking sector.

Qualifications and Skills:
  • Bachelors degree in Finance, Economics, Business, or related field; MBA or relevant certifications (CFA, CFP) preferred.

  • Minimum 5 years of experience in private banking, wealth management, or relationship management.

  • Strong knowledge of financial markets, investment products, and wealth management strategies.

  • Excellent interpersonal, communication, and negotiation skills.

  • Proven track record of managing and growing high-net-worth client portfolios.

  • Ability to work independently and as part of a team.

  • Strong analytical and problem-solving abilities.

  • Knowledge of UAE and international banking regulations.

  • Fluency in English; Arabic or other language skills are a plus.


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Private Banking Relationship Manager

Dubai, Dubai Info Resume Edge

Posted 24 days ago

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Job Description

Job Summary:

We are looking for an experienced and client-focused Private Banking Relationship Manager to join our team in Dubai. The ideal candidate will manage and grow a portfolio of high-net-worth clients by providing tailored financial solutions, investment advice, and wealth management services. This role requires strong relationship-building skills, deep financial knowledge, and the ability to deliver exceptional client service.

Key Responsibilities:
  • Manage and develop relationships with high-net-worth individuals and families.

  • Understand clients financial goals and provide personalized wealth management solutions.

  • Advise clients on investment products, portfolio diversification, estate planning, and other financial services.

  • Conduct regular portfolio reviews and provide market updates to clients.

  • Collaborate with internal teams such as investment, credit, and legal to deliver comprehensive financial solutions.

  • Identify new business opportunities and assist in acquiring new clients.

  • Ensure compliance with regulatory requirements and internal policies.

  • Prepare detailed client reports, proposals, and presentations.

  • Handle client queries and resolve issues promptly to maintain high satisfaction.

  • Attend networking events and build a strong professional network in the private banking sector.

Qualifications and Skills:
  • Bachelors degree in Finance, Economics, Business, or related field; MBA or relevant certifications (CFA, CFP) preferred.

  • Minimum 5 years of experience in private banking, wealth management, or relationship management.

  • Strong knowledge of financial markets, investment products, and wealth management strategies.

  • Excellent interpersonal, communication, and negotiation skills.

  • Proven track record of managing and growing high-net-worth client portfolios.

  • Ability to work independently and as part of a team.

  • Strong analytical and problem-solving abilities.

  • Knowledge of UAE and international banking regulations.

  • Fluency in English; Arabic or other language skills are a plus.

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Private Banking Specialist

Dubai, Dubai Intelligent Solutions Recruitment Specialists

Posted today

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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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Private Banking Manager

Dubai, Dubai BlueSnap, Inc

Posted today

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Job Description

To efficiently manage, grow and advise a portfolio of Ultra High Net Worth clients, providing them with the highest quality service and advice. Working withclients to evaluate their financial data and investment objectives in order to recommend and implement the most appropriate investment strategy

Principal Accountabilities:

Planning:

Devise and implement realistic annual business plan in aid of achieving annual financial targets

Target achievement:

Achieve assigned monthly sales and service targets.

Client Service

Provide the highest quality service by building, maintaining and growing relationships with clients.

Meet and work with clients to evaluate their financial data and investment objectives in order to recommend & implement the most appropriate investment strategy and understand each client's financial objectives and provide tailor made services.

Responsible for immediate closure of all queries and issues of the wealth customers related to banking products and services.

Reports:

Responsible to provide monthly client portfolio reports to management.

Actively liaise with various departments to provide and gain leads for prospective business and new clientele. Coordinate with the Legal to verify all customer contracts.

Ensure all departments coordinate in a timely manner providing excellent customer service to clients.

Corporate Governance:

Ensure all documentation is completed accurately, within the agreed timeframes and all necessary supporting documents are obtained.

Ensure full compliance to risk policies and procedures to minimize the error ratios and customer frauds.

Comply with Basel II framework for all retail banking operations

Comply with Anti – Money laundering requirements

Ensure that all investment recommendations are made in line with the banks prescribed investment approach

Requirements

Education and Experience:

Bachelor's Degree in Economics or Finance or Business Management

CISI / SCA qualification or equivalent

9 – 10 years of experience in Retail banking with 5 years of exposure to Private Banking in UAE.

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Vice President Private Banking

Dubai, Dubai The Connected Co

Posted 1 day ago

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Job Description

Direct message the job poster from The Connected Co

Headhunter & Talent Strategy | Self-Mastery & Mindset Transformation Coach for Leaders | Corporate Mindset Workshops | Speaker | 5% Survival

Our client, an External Asset Management (EAM) firm operating out of the Dubai International Financial Centre (DIFC), offering bespoke wealth management solutions to high-net-worth individuals and families. Our model empowers private bankers with full independence, flexibility, and direct access to global custodians and investment platforms.

Role Overview :

We are seeking an experienced and entrepreneurial Private Banker to join our EAM platform in DIFC. The ideal candidate will bring a strong, transferable client book and demonstrate a proven track record of managing and growing client assets . This is an exceptional opportunity for a banker seeking autonomy, superior client alignment, and enhanced earnings.

Key Responsibilities :

  • Manage and grow a portfolio of HNW and UHNW clients, providing holistic investment advisory and wealth management solutions
  • Originate new client relationships through personal networks and referrals
  • Act as a trusted advisor, ensuring the highest standard of service and compliance
  • Partner with investment specialists, custodians, and product providers to deliver tailored solutions
  • Adhere to regulatory and internal compliance standards (DFSA framework)
  • Work collaboratively with the broader EAM team to enhance business development and operational efficiency

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

Investment Management, Investment Banking, and Investment Advice

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Senior Vice President - Business Development (Financial Services)

Dubai, Dubai, United Arab Emirates 21 hours ago

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Vice President Private Banking

Dubai, Dubai The Connected Co

Posted today

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Job Description

Direct message the job poster from The Connected Co

Headhunter & Talent Strategy | Self-Mastery & Mindset Transformation Coach for Leaders | Corporate Mindset Workshops | Speaker | 5% Survival

Our client, an External Asset Management (EAM) firm operating out of the Dubai International Financial Centre (DIFC), offering bespoke wealth management solutions to high-net-worth individuals and families. Our model empowers private bankers with full independence, flexibility, and direct access to global custodians and investment platforms.

Role Overview :

We are seeking an experienced and entrepreneurial Private Banker to join our EAM platform in DIFC. The ideal candidate will bring a strong, transferable client book and demonstrate a proven track record of managing and growing client assets . This is an exceptional opportunity for a banker seeking autonomy, superior client alignment, and enhanced earnings.

Key Responsibilities :

  • Manage and grow a portfolio of HNW and UHNW clients, providing holistic investment advisory and wealth management solutions
  • Originate new client relationships through personal networks and referrals
  • Act as a trusted advisor, ensuring the highest standard of service and compliance
  • Partner with investment specialists, custodians, and product providers to deliver tailored solutions
  • Adhere to regulatory and internal compliance standards (DFSA framework)
  • Work collaboratively with the broader EAM team to enhance business development and operational efficiency

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

Investment Management, Investment Banking, and Investment Advice

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Senior Vice President - Business Development (Financial Services)

Dubai, Dubai, United Arab Emirates 21 hours ago

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Compliance Specialist - Private Banking Onboarding

Dubai, Dubai Dicetek LLC

Posted 1 day ago

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Compliance Specialist - Private Banking Onboarding

Join to apply for the Compliance Specialist - Private Banking Onboarding role at Dicetek LLC

Job Description

We are seeking a Compliance Specialist with strong KYC/AML expertise to support the onboarding and review of high-risk private banking clients. The role involves conducting due diligence, identifying documentation gaps, and ensuring full regulatory compliance.

Key Responsibilities
  • Review KYC/CDD for new and existing high-risk clients
  • Identify inconsistencies or gaps in client profiles and documentation
  • Perform due diligence using internal systems and third-party databases
  • Escalate potential red flags in line with 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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Private Banking Executive | Dubai, UAE

Dubai, Dubai Barclays

Posted 4 days ago

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Job Description

Job Description
Purpose of the role
To assist relationship managers to effectively manage their client portfolios and optimise the client experience.
Accountabilities

  • Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials.
  • Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication.
  • Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities.
  • Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions.
  • Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations.
  • Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries.
  • Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager.
  • Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences.
  • Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services.
  • Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees.
  • Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices.

Analyst Expectations
  • To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
  • Requires in-depth technical knowledge and experience in their assigned area of expertise
  • Thorough understanding of the underlying principles and concepts within the area of expertise
  • They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
  • If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.
  • OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.
  • Will have an impact on the work of related teams within the area.
  • Partner with other functions and business areas.
  • Takes responsibility for end results of a team's operational processing and activities.
  • Escalate breaches of policies / procedure appropriately.
  • Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
  • Advise and influence decision making within own area of expertise.
  • Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
  • Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
  • Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
  • Make evaluative judgements based on the analysis of factual information, paying attention to detail.
  • Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
  • Guide and persuade team members and communicate complex / sensitive information.
  • Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Join us as a Private Banking Executive in our Private Banking team based in Dubai.
In this role, you'll play a vital part in supporting our Private Bankers as they build, grow, and deepen relationships with high-net-worth clients. You'll be a key player in delivering an outstanding client experience, acting as a trusted point of contact for their day-to-day banking needs across a wide range of financial products and services. You'll work closely with clients to handle complex requirements, manage high-value portfolios, and help navigate sophisticated financial structures-making sure everything runs smoothly and efficiently.
What you will be doing:
  • Client servicing is an important part of the role. You'll look after a portfolio of clients, managing everything from payments and credit submissions to onboarding and data maintenance. You'll own tasks end-to-end, coordinate with operations and internal teams, and ensure all client requests are handled professionally, accurately, and on time. You'll also keep Bankers fully informed of all client interactions and flag any emerging opportunities or needs.
  • You'll need to bring excellent customer service skills, a strong sense of organisation, and great communication abilities. You'll also be a fast learner, comfortable working across different systems, and a real team player with a proactive, positive attitude. An interest in financial markets and a commercial mindset will also serve you well.
  • This is a role for someone who thrives in a fast-paced environment, who enjoys problem-solving and who takes real ownership of their work. You'll be expected to stay up-to-date on internal policies, understand relevant regulatory requirements, and play an active role in risk management. Your insights, observations, and actions will help reduce risk, strengthen controls, and improve the overall client and colleague experience.
  • Fully embrace the risk management agenda and be able to demonstrate that all activity is conducted in accordance with all policies, procedures & frameworks
  • Pro-actively recommend and implement ways to avoid and eliminate risk within the team ⁄ others within the business. Apply lessons learned from near misses, risk events and sundry losses
  • Your role will also involve sales support. That could mean helping Bankers and Investment Advisory Team craft compelling pitches, researching prospects, or identifying opportunities within existing client books-like spotting clients with significant cash balances or reassessing portfolios.

Essential Skills/Basic Qualifications:
  • Experience working in a Private Banking Executive (PBE) or client service role
  • Have a good understanding of financial instruments
  • Confident with financial high value trade and payment inputs
  • High attention to detail and excellent communication skills
  • Proven ability to work closely with internal teams and stakeholders
  • Experience working with Middle Eastern market clients

Desirable skills/Preferred Qualifications:
  • Gujrati language skills
  • Previous experience working in the DIFC (Dubai International Financial Centre)
  • Understanding of the needs of Non-Resident Indian (NRI) clients

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
This role is based in Dubai.

Finance is the oxygen of the economy. Acting transparently and with expertise, we deploy finance responsibly to support people and businesses, acting .

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Director – Wealth & Private Banking Governance

Dubai, Dubai Eibank

Posted 5 days ago

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Job Description

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We are seeking a seasoned and strategic professional to lead the governance function for our private banking and wealth business. This role will report to the COO of the bank and is pivotal in ensuring that our client onboarding, investment advisory, and transaction monitoring processes and related oversight activities adhere to the highest standards of regulatory compliance, risk management, and operational integrity. The Director will play a key role in safeguarding the bank’s reputation, ensuring regulatory alignment, and enhancing client trust through robust governance frameworks.

Scope of the Role

The Director will oversee private banking governance-related activities across the client lifecycle, including AML / KYC due diligence, periodic reviews, transaction monitoring, investment and advisory oversight from a first line of defence point of view. The role demands a deep understanding of UAE regulatory requirements, global best practices, and the ability to implement effective controls and oversight mechanisms. The Director will work closely with Compliance, Risk, Operations, and Wealth Management teams to ensure seamless integration of governance into business processes.

Key Responsibilities

  • Oversee onboarding due diligence for new clients, ensuring compliance with UAE Central Bank and FATF guidelines.
  • Implement and maintain robust KYC procedures, including enhanced due diligence for high-risk clients.
  • Ensure timely and accurate periodic reviews and client risk rating updates.
  • Design and manage transaction monitoring frameworks to detect suspicious activities.
  • Liaise with Compliance and AML teams to investigate alerts
  • Ensure systems and controls are calibrated to evolving risk typologies.
  • Establish and maintain investment suitability frameworks aligned with client risk profiles and regulatory expectations.
  • Oversee product governance, ensuring advisory recommendations are appropriate and documented.
  • Monitor adherence to investment policies and escalate deviations.
  • Ensure advisory processes are transparent, well-documented, and compliant with internal and external standards.
  • Collaborate with Wealth Management to enhance advisory quality and governance.
  • Develop and update governance policies in line with UAE Central Bank regulations and international standards.
  • Work closely with internal audit related to governance functions.
  • Provide strategic input to senior management on governance risks and mitigation strategies.
  • Conduct training sessions for front-line staff on AML / KYC, suitability, and governance protocols.
  • Promote a culture of compliance and ethical conduct across the organization.

Qualifications & Experience

  • Bachelor’s degree in Finance, Law, Business Administration, or related field; Master’s or professional certifications (e.g., CAMS, ICA, CFA) preferred.
  • Minimum 10 years of experience in banking or financial services, with at least 5 years in a senior governance, compliance, or risk role.
  • Strong knowledge of UAE Central Bank regulations, FATF standards, and global AML / KYC practices.
  • Experience in wealth management governance, investment suitability, and advisory oversight.
  • Proven leadership, stakeholder management, and communication skills.
  • Ability to work in a fast-paced, regulated environment with high attention to detail.
  • Seniority level

    Seniority level

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    Employment type

    Employment type

    Full-time

    Job function

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    Other

    Industries

    Banking

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    General Manager - Regulated Private Banking Firm

    Dubai, Dubai MBR Partners

    Posted today

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    Job Description

    Our client is an alternative investment firm based in the Dubai International Financial Centre (DIFC) and regulated by the Dubai Financial Services Authority (DFSA) with a 3C license.

    They focus on providing wealth management services to high-net-worth clients (USD 1 million upwards and can scale to handle billionaires) with a diverse set of financial products with a commitment to customer service.

    CEO / General Manager - Job Description

    The General Manager / CEO function is carried out by an individual who will have ultimate responsibility for the day-to-day management, supervision, and control of the company.

    The General Manager will collaborate in the mission to maximize shareholder value, withspecific regard to financial results, executive management, and the provision of leadership toensure that the Company provides products and services necessary to fill customer needs,increase market share and grow the business of the Company.

    The GM will have the following duties and responsibilities:

    • Developing strategic plans for the Company which include the identification of target markets
    • Build a sales strategy and products
    • Build out a sales team (Relationship Managers) with existing clients interested in joining our client's platform.
    • Establish a customer acquisition plan and marketing strategy
    • Evaluate and propose strategic partnerships for growth
    • Design and develop financial products for the Company’s clients
    • Build a Business Plan and Budget to be approved by the Board of Directors and make sure the results are in line with the approved budget
    • Oversee the day-to-day management of the Company’s relationship between managers and clients
    • Ensure compliance with all regulatory requirements and corporate governance standards
    • Develop a progressive corporate culture that ensures two-way dialogue between management and staff
    • Participate in the continuing execution of the Company’s Risk Management plan with the Board and Other Executives.

    Report regularly to the Board of Directors on all matters.

    Competencies:

    • Strong interpersonal and leadership skills, including communication skills to interact effectively with the entire community
    • Proven track record in building a book of clients
    • Ability to motivate teams to do quality work within tight timeframe
    • Excellent leadership, ability to guide by example
    • Clear and Focused Strategic vision
    • Excellent written and oral communications
    • The business is currently a small team and hiring will be a key part of the role (hiring for example, relationship managers)

    Qualifications:

    • A University degree in Business, Finance, or Accounting, a relevant professional designation or MBA or Postgraduate from a reputable institute
    • 20 years of progressive Investment experience, with a minimum of three years at the executive level
    • Existing network of private banking relationship managers and clients
    • A proven track record of achievement in management, financial management and customer service
    • A detailed and working knowledge of private banking operations
    • Someone with a track record of building assets under management and revenues of a wealth firm and well connected both in the UAE banking ecosystem and also in the region's wealth management circles (a key focus is identifying and onboarding Europeans, MEA locals and Asian high net worth individuals
    • The ideal person will come from a sales / commercial role and is interested in moving to a general management role and growing the business in an end-to-end fashion

    Our client will sponsor UAE visas.

    Please ignore any salary mentioned on the job board - the payment is flexible depending on the value the successful person brings. There will be a strong variable incentive scheme in place.

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