private banking advisor

Banque Misr

<div>
 
 
 Title: Private Advisor
 
 
 
 
 Sector: Consumer &amp; Retail Banking
 
 
 
 
 
 
 
 Job Summary
 
 
 
 Develop and support the growth of the Private division through managing &amp; increasing Private customers portfolios, acquiring NTB clients, providing comprehensive financial advising to the customers aiming at maximizing the revenues and market penetration, delivering exceptional customer experiences in all aspects of business interactions, Going above and beyond customer expectations.
 
 
 
 
 
 
 Core Responsibilities
 
 
 <ul>
 <li>
 Build and develop a portfolio of clients, in terms of clients' number, clients' assets held by the bank and revenues according to department's business plan &amp; budget)
 </li>
 <li>
 Serve Private segment clients and provide all after sales services answer enquiries and handle customer&rsquo;s problems.
 </li>
 <li>
 Provide a professional dedicated relationship through the implementation and continuous revision of customers' financial needs and active management of the customers' finances.
 </li>
 <li>
 Manage
 
 
 existing portfolios of Private Individuals through providing the appropriate products from the Private range of products while ensuring customers' objectives are met. (average portfolio is 200 HNW clients per each private RM)
 </li>
 <li>
 Develop
 
 
 the required knowledge with market updates and communicates to clients and prospective clients the bank's investment strategy thus, mutual trust is developed and position Banque Misr as a primary bank of choice for investment.
 </li>
 <li>
 Identifies unaddressed clients' needs and communicates to the Private segment team in order to create and introduce new tailored &ndash;made products, short- and long-term investment plans like funds, treasury bills, bonds, and international business advice.
 </li>
 <li>
 Conduct financial risk profiling, asset allocation and re-balancing of portfolios in order to ensure that all customer information is updated with all relevant client&rsquo;s preference and KYC.
 </li>
 <li>
 Solve
 
 
 all customer issues and strive to achieve the highest standard of quality through professional customer handling.
 </li>
 <li>
 Work closely with existing SRM to facilitate customers' upgrades from VIP to Private Segment.
 </li>
 <li>
 Achieve high penetration rate for customers in the portfolio and achieve the cross-selling targets assigned to maximize bank profitability.
 </li>
 <li>
 Sourcing new business and getting new to bank customers.
 </li>
 <li>
 Have full awareness of the range of targeted product and value proposition for all customer tranches to be competent in discussing and offering to customers.
 </li>
 </ul>
 
 
 
 
 
 Domain Expertise:
 
 
 <ul>
 <li>
 Average of 8 years of experience in relevant product / customer or enabler segment, with responsibility for P&amp;L and KPIs
 </li>
 <li>
 Strong communication skills in different areas (Marketing, Sales, Finance etc.)
 </li>
 <li>
 Critical thinking, ability to find new solutions
 </li>
 </ul>
</div>

Private Advisor

United States Citigroup

The role will involve advising clients on portfolios, asset allocation, capital markets solutions, money markets, and alternatives (inl. Private Equity and Hedge Funds). Citi Private Bank has an extensive, global investment product platform, and the Investment Counselor acts as the primary conduit to it. This role is one done in very close partnership with the coverage team, of which it is a key part, as well as our trading, product, risk &amp; compliance partners. The objective is to deliver agreed sales goals within the overall framework of the CPB business strategy and operating model. Key Responsibilities: <ul> <li>Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients. These are defined as AUM of $25MM or more with Citi Private Bank.</li> <li>They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas.</li> <li>Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank,and should be entrepreneurial and supportive of bringing in new clients/investment relationships.</li> <li>Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners.</li> <li>Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.</li> <li>Work across currencies, asset classes, markets and jurisdictions.</li> <li>Engage and advise clients on brokerage activity and execute trades seamlessly.</li> <li>Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li> </ul> Development Value: Exposure to all areas of Citi Private Bank and Global Wealth Management business across Europe, and globally, with the opportunity to develop within these areas. Investment Counsellors demonstrating the necessary aptitude and commitment can expect to become senior producers or advance into team leader roles, or laterally to banking positions. Skills: <ul> <li>Ability to communicate effectively with co-workers and clients.</li> <li>Successful team player with ability to work individually under stress in possibly volatile market conditions.</li> <li>Possess high level of professionalism and strong personal integrity.</li> <li>High level of competence in Bloomberg, Microsoft Word, Excel and PowerPoint.</li> <li>Strong creative and interpersonal skills coupled with an entrepreneurial spirit and selling skills.</li> <li>Possesses a broad base of execution skills.</li> <li>Requires advanced judgment and conducts in-depth analysis to solve problems and develop new, innovative solutions.</li> </ul> Knowledge/Experience: <ul> <li>Experience of the financial industry, preferably in a trading or advisory role.</li> <li>Investment, banking and either portfolio management or trading experience.</li> <li>Excellent relationship building skills, both with clients, and across hierarchical levels and other functions</li> <li>Ability to cope with ambiguity &amp; change.</li> <li>Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility.</li> </ul> Qualifications: <ul> <li>Postgraduate Degree Educated or equivalent preferred, however exceptional candidates with relevant experience will be considered.</li> <li>CFA or equivalent registration preferred.</li> <li>Will be expected to complete relevant regulatory qualifications.</li> <li>Fluent English plus Arabic language skills.</li> </ul>

Investment Counselor - Middle East Market

Barclays

<div>Join us as a Private Banker within our growing Private Banking team based in Dubai where you will focus on the Abu Dhabi market.
This is an exciting time to be joining Barclays due to our plans for rapid growth within the UAE. You will be working amongst a team of experienced Private Banker&rsquo;s, headed up by our new MD for Private Bank within the UAE.
The Private Banking team offers bespoke banking and investment solutions to high-net-worth clients. Barclays Private Bankers act as trusted advisors to clients providing bespoke banking services, lending and wealth structuring, in addition to a world class range of investment solutions and products across all asset classes.
Private Bankers are expected to identify, initiate, build and maintain effective introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and revenues. In order to achieve this, you must be proactive in identifying and developing opportunity and must be accomplished in influencing others to create and grow effective partnerships across the organisation, and externally, to drive performance.
What you will be doing:<ul><li>
Manage and grow a portfolio of HNW/UHNW clients within the Abu Dhabi market, understanding their financial goals and risk appetite</li><li>
Act as the primary point of contact for clients, providing exceptional service and financial advice</li><li>
Conduct regular reviews of clients' investment and financial portfolios</li><li>
Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries</li><li>
Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome</li><li>
Identify and onboard new clients through networking, referrals, and strategic partnerships</li><li>
Develop and execute tailored strategies to attract and retain wealthy clients in the region</li><li>
Attend client events, wealth management forums, and other high-profile gatherings in the UAE</li><li>
Advise on portfolio management, estate planning, succession, and offshore structuring where relevant</li><li>
Keep clients informed on market trends, economic updates, and investment opportunities</li></ul>
Essential Skills/Basic Qualifications:<ul><li>
Previous experience working as a Private Banker with a client base of over USD300m within the Abu Dhabi market</li><li>
Exceptional client servicing and relationship management skills with High-Net-worth Clients and demonstrable experience in building and managing this client base</li><li>
Previous experience in controlling and monitoring of risk within a client book</li><li>
Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients</li><li>
Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities</li><li>
Ability to adapt to a rapidly changing business including regulatory and technological environment</li></ul>
Desirable skills:<ul><li>
Excellent knowledge of regulated credit agreements/investment advice/ deposits/ portfolio management services/financial promotions</li><li>
High aptitude and understanding of the digital landscape, with the ability to effectively manage Clients&rsquo; changing needs in this area</li></ul>
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.

Purpose of the role
To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
Accountabilities<ul><li>
Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.</li><li>
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.</li><li>
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.</li><li>
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.</li><li>
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.</li><li>
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.</li><li>
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.</li><li>
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.</li></ul>
Vice President Expectations<ul><li>
To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..</li><li>
If managing a team, they define jobs and responsibilities, planning for the department&rsquo;s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..</li><li>
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 &ndash; Listen and be authentic, E &ndash; Energise and inspire, A &ndash; Align across the enterprise, D &ndash; Develop others..</li><li>
OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..</li><li>
Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.</li><li>
Manage and mitigate risks through assessment, in support of the control and governance agenda.</li><li>
Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.</li><li>
Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.</li><li>
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.</li><li>
Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.</li><li>
Adopt and include the outcomes of extensive research in problem solving processes.</li><li>
Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.</li></ul>
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship &ndash; our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset &ndash; to Empower, Challenge and Drive &ndash; the operating manual for how we behave.</div>

Private Banker – Abu Dhabi

<div>Join us as a Private Banker within our growing Private Banking team based in Dubai.
This is an exciting time to be joining Barclays due to our plans for rapid growth within the UAE. You will be working amongst a team of experienced Private Banker&rsquo;s, headed up by our new MD for Private Bank within the UAE.
The Private Banking team offers bespoke banking and investment solutions to high-net-worth clients. Barclays Private Bankers act as trusted advisors to clients providing bespoke banking services, lending and wealth structuring, in addition to a world class range of investment solutions and products across all asset classes.
Private Bankers are expected to identify, initiate, build and maintain effective introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and revenues. In order to achieve this, you must be proactive in identifying and developing opportunity and must be accomplished in influencing others to create and grow effective partnerships across the organisation, and externally, to drive performance.
What you will be doing:<ul><li> 
Manage and grow a portfolio of HNW/UHNW clients, understanding their financial goals and risk appetite</li><li>
Act as the primary point of contact for clients, providing exceptional service and financial advice</li><li>
Conduct regular reviews of clients' investment and financial portfolios</li><li>
Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries</li><li>
Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome</li><li>
Identify and onboard new clients through networking, referrals, and strategic partnerships</li><li>
Develop and execute tailored strategies to attract and retain wealthy clients in the region</li><li>
Attend client events, wealth management forums, and other high-profile gatherings in the UAE</li><li>
Advise on portfolio management, estate planning, succession, and offshore structuring where relevant</li><li>
Keep clients informed on market trends, economic updates, and investment opportunities</li></ul>
Essential Skills/Basic Qualifications:<ul><li>
Previous experience working as a Private Banker with a client base of over USD300m within the UAE market</li><li>
Exceptional client servicing and relationship management skills with High-Net-worth Clients and demonstrable experience in building and managing this client base</li><li>
Previous experience in controlling and monitoring of risk within a client book</li><li>
Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients</li><li>
Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities</li><li>
Ability to adapt to a rapidly changing business including regulatory and technological environment</li></ul>
Desirable skills:<ul><li>
Excellent knowledge of regulated credit agreements/investment advice/ deposits/ portfolio management services/financial promotions</li><li>
High aptitude and understanding of the digital landscape, with the ability to effectively manage Clients&rsquo; changing needs in this area</li></ul>
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.

Purpose of the role
To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
Accountabilities<ul><li>
Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.</li><li>
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.</li><li>
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.</li><li>
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.</li><li>
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.</li><li>
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.</li><li>
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.</li><li>
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.</li></ul>
Vice President Expectations<ul><li>
To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..</li><li>
If managing a team, they define jobs and responsibilities, planning for the department&rsquo;s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..</li><li>
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 &ndash; Listen and be authentic, E &ndash; Energise and inspire, A &ndash; Align across the enterprise, D &ndash; Develop others..</li><li>
OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..</li><li>
Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.</li><li>
Manage and mitigate risks through assessment, in support of the control and governance agenda.</li><li>
Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.</li><li>
Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.</li><li>
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.</li><li>
Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.</li><li>
Adopt and include the outcomes of extensive research in problem solving processes.</li><li>
Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.</li></ul>
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship &ndash; our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset &ndash; to Empower, Challenge and Drive &ndash; the operating manual for how we behave.</div>

Private Banker

We are seeking a highly motivated and client-focused Wealth and Equity Advisor to provide personalized investment and financial planning advice to high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNWIs), and institutional clients. The role involves advising clients on portfolio construction, equity investments, wealth preservation, and long-term financial growth strategies aligned with their goals.Key Responsibilities:&middot; Client Relationship Management:o Develop and maintain long-term relationships with clients, providing tailored wealth advisory solutions.o Conduct regular portfolio reviews and financial planning sessions with clients.o Understand clients&rsquo; investment goals, risk appetite, and time horizon to offer customized advice.&middot; Investment Advisory:o Provide research-driven equity recommendations including listed stocks, ETFs, and structured products.o Monitor market trends, macroeconomic data, and portfolio performance to ensure alignment with client objectives.o Assist in asset allocation strategies across equities, fixed income, alternative investments, and other asset classes.&middot; Financial Planning:o Offer comprehensive financial planning services including retirement planning, tax optimization, succession planning, and estate management.o Coordinate with legal and tax advisors when necessary to ensure holistic financial advice.&middot; Product Knowledge G Due Diligence:o Maintain deep knowledge of financial products, especially in equities, derivatives, and wealth preservation instruments.o Evaluate third-party investment products and perform due diligence on fund managers, PMS, AIFs, and mutual funds.&middot; Compliance G Reporting:o Ensure adherence to internal policies, regulatory guidelines, and documentation standards (e.g., KYC, risk profiling).o Prepare and present performance reports and investment proposals to clients.&#490;ualifications G Skills:&middot; Bachelor&rsquo;s or Master&rsquo;s degree in Finance, Economics, Business, or related field.&middot; financial certification preferred.&middot; 2-4 years of experience in wealth management, equity advisory, or private banking.&middot; Strong understanding of capital markets, equity research, and financial instruments.&middot; Excellent communication, analytical, and interpersonal skills.&middot; High ethical standards and client-centric approach.Key Performance Indicators (KPIs):&middot; Growth in Assets Under Advisory (AUA)&middot; Client acquisition and retention&middot; Client satisfaction and feedback&middot; Portfolio performance against benchmarks&middot; Compliance and regulatory adherenceCompensation: To be discussed during interviewJob Types: Full-time, Permanent

Wealth and Equity Advisor

Join us as a Private Banker within our growing Private Banking team based in Dubai where you will focus on the Abu Dhabi market. This is an exciting time to be joining Barclays due to our plans for rapid growth within the UAE. You will be working amongst a team of experienced Private Banker's, headed up by our new MD for Private Bank within the UAE. The Private Banking team offers bespoke banking and investment solutions to high-net-worth clients.Barclays Private Bankers act as trusted advisors to clients providing bespoke banking services, lending and wealth structuring, in addition to a world class range of investment solutions and products across all asset classes. Private Bankers are expected to identify, initiate, build and maintain effective introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and revenues. In order to achieve this, you must be proactive in identifying and developing opportunity and must be accomplished in influencing others to create and grow effective partnerships across the organisation, and externally, to drive performance. What you will be doing: <ul> <li>Manage and grow a portfolio of HNW/UHNW clients within the Abu Dhabi market, understanding their financial goals and risk appetite</li> <li>Act as the primary point of contact for clients, providing exceptional service and financial advice</li> <li>Conduct regular reviews of clients' investment and financial portfolios</li> <li>Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries</li> <li>Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome</li> <li>Identify and onboard new clients through networking, referrals, and strategic partnerships</li> <li>Develop and execute tailored strategies to attract and retain wealthy clients in the region</li> <li>Attend client events, wealth management forums, and other high-profile gatherings in the UAE</li> <li>Advise on portfolio management, estate planning, succession, and offshore structuring where relevant</li> <li>Keep clients informed on market trends, economic updates, and investment opportunities</li> </ul> Essential Skills/Basic Qualifications: <ul> <li>Previous experience working as a Private Banker with a client base of over USD300m within the Abu Dhabi market</li> <li>Exceptional client servicing and relationship management skills with High-Net-worth Clients and demonstrable experience in building and managing this client base</li> <li>Previous experience in controlling and monitoring of risk within a client book</li> <li>Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients</li> <li>Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities</li> <li>Ability to adapt to a rapidly changing business including regulatory and technological environment</li> </ul> Desirable skills: <ul> <li>Excellent knowledge of regulated credit agreements/investment advice/ deposits/ portfolio management services/financial promotions</li> <li>High aptitude and understanding of the digital landscape, with the ability to effectively manage Clients' changing needs in this area</li> </ul> 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. Purpose of the role To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success. Accountabilities <ul> <li>Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.</li> <li>Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.</li> <li>Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.</li> <li>Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.</li> <li>Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.</li> <li>Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.</li> <li>Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.</li> <li>Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.</li> </ul> Vice President Expectations <ul> <li>To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and elevate breaches of policies/procedures </li> <li>If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements </li> <li>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 </li> <li>OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions </li> <li>Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.</li> <li>Manage and mitigate risks through assessment, in support of the control and governance agenda.</li> <li>Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.</li> <li>Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.</li> <li>Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.</li> <li>Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.</li> <li>Adopt and include the outcomes of extensive research in problem solving processes.</li> <li>Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.</li> </ul> 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.<img src="https://www.jobg8.com/Tracking.aspx?GNl9oJpztr8CBPy9%2f30wT48QSKZRhDiIk" width="0" height="0" />

Private Banker - Abu Dhabi

Emirates NBD

<div>About ENBD
Emirates NBD is a market leader across the MENAT (Middle East, North Africa and T&uuml;rkiye) region with a presence in 13 countries, serving over 9 million customers. Emirates NBD is the leading financial services brand in the UAE with a Brand value of approximately USD 4 billion. We serve our customers and help them realise their financial objectives through a range of banking products and services including retail banking, corporate &amp; institutional banking, Islamic banking, investment banking, private banking, asset management, global markets and treasury, and brokerage operations. We are a key participant in the global digital banking industry, with 97% of all financial transactions and requests conducted outside of our branches. We also operate Liv, the lifestyle digital bank by Emirates NBD. With over half a million users, it continues to be the fastest-growing digital bank in the region.
Job Overview
As a Director Private Banking at Emirates NBD, your role is to manage your own book to generate Net New Money &amp; Revenues for the Private Bank and identify new prospects and develop them to become clients. You will manage a portfolio of USD 750 million generating USD 4 million to 12 million Revenue
Key Responsibilities
<ul><li>Maintain and grow own existing client relationships
</li><li>Identify potential prospects and develop them to become clients of the bank
</li><li>Liaise with the Private Banking Investments Team to deliver effective banking solutions tailored to the clients&rsquo; requirements
</li><li>Constantly explore Investment opportunities with the client according to his / her Risk appetite
</li><li>Regularly conduct quarterly account reviews in liaison with the allocated Investment Advisor (for accounts above a certain balance threshold) and extend Investment Proposals as result of the review
</li><li>Work closely with key client relationships and other units within the Bank on the origination of direct investment opportunities
</li><li>Establish and develop strong partnerships throughout the entire Private Bank and other ENBD business lines, including close collaboration with the Corporate Banking, Retail Banking, Investment Banking and Asset Management
</li><li>Actively introduce clients and prospects to Senior team members and seek guidance and support in terms of relationship management and products to develop them
</li></ul>Skills and Experience
<ul><li>Min Bachelors Degree, MBA in Finance preferred
</li><li>CFA or equivalent financial services qualifications
</li><li>Min. 4 years of relevant experience in Financial Services
</li><li>Min. 1 years of experience in Middle Eastern markets
</li><li>Strong knowledge about the majority of all assets &amp; liabilities products as well as capital markets, portfolio management and investment products
 
Full understanding of Compliance, Due Diligence and Anti-Money Laundering Acts as well as standard banking procedures
 
General understanding of legal structures (Offshore, Trusts)
</li><li>Fluent in English language
</li></ul>There&rsquo;s never been a better time to join Emirates NBD.
 
We&rsquo;re one of the region&rsquo;s most recognisable brands. We&rsquo;re banking innovation leaders. We&rsquo;re growing across both the UAE and our global offices. We offer a huge range of professional development opportunities to accelerate your career. It also goes without saying that we provide extremely competitive rewards, benefits and perks too, like our flexible work policy so you can work from home whenever it suits.
At ENBD, we encourage interested candidates to review the key responsibilities and qualifications for each role and apply for positions that match their skills and capabilities.
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Director

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