private banking relationship manager

Inspire Selection

Overview The Role Our banking client is looking for an experienced Wealth Management Relationship Manager to join their team in Abu Dhabi. In this role, you will be responsible for nurturing and expanding relationships with key UHNW clients, providing personalized financial advice, and delivering comprehensive solutions. Responsibilities <ul> <li>Manage and grow a portfolio of HNW and UHNW clients.</li> <li>Cultivate long-term relationships through excellent service and proactive engagement.</li> <li>Understand client goals and offer tailored wealth management solutions, including investment products, wealth management services, and financial planning.</li> <li>Collaborate with our team of specialists to ensure a seamless and holistic client experience.</li> <li>Stay current with market trends and financial products to provide informed advice.</li> </ul> Requirements <ul> <li>Degree educated in Finance or similar qualification.</li> <li>Industry certifications such as CISI are an advantage</li> <li>An established client portfolio of HNW and UHNW clients in the UAE is essential.</li> <li>Proven experience as a Relationship Manager within a bank or similar financial institution.</li> <li>Strong knowledge of investment products, wealth management strategies, and private banking services.</li> <li>Excellent communication and interpersonal skills.</li> <li>A client-focused mindset with a commitment to building lasting relationships.</li> </ul> About the company Inspire Selection is an award winning recruitment agency, headquartered in Dubai which recruits across the Middle East region. We employ highly knowledgeable, professional consultants who are experts in connecting the right people with the right opportunities. Our reputation has been built upon our honesty, integrity and our ability to source candidates of the highest calibre right across our specialist sectors. As a result, we are recruitment partners to a wide spectrum of organisations - from leading blue chip companies to smaller, local businesses. Sectors we cover include HR, Administration, Finance & Accounting, Legal, Sales & Marketing including Digital Marketing, IT, Oil / Gas / Energy, Engineering, Procurement, Manufacturing, Higher Education.

Wealth Relationship Manager

Emirates Islamic

<div>Organization Unit Purpose
Retail Banking Sales team has a pivotal role to source New to Bank [NTB] clients for Emirates NBD, in both individual and entity categories, and position Emirates NBD as main financial institution [MFI] for these customers across all segments like Personal Banking, Priority Banking, Private Banking and Business Banking.
Keeping in view ENBD priorities around attract UNHW/HNW customers portfolio and RBWM strategy to focus on customer centric approach on segmentation based on their profiles, it has been decided to form an Acquisition Unit for Private Banking under Retail Banking Sales, generating NTB UHNW/HNW new to bank customers for bank. In line with the RBWM Strategy, focus on acquiring new to bank HNW customers into Private Banking segment from day one onwards. With our limited Private Banking footprint, a new dedicated channel of acquiring HNW customer is required. RBS team has been successful in both acquiring customers for assets, wealth, insurance &amp; liability products for RBWM. The new PB acquisition team will be focusing on sourcing PB profile customers with min relationship balance of $ 3 Mn or more and customers above AED 20 Mn AUM including Mortgage. Target audience will be UHNW individuals &amp; entities looking for a holistic wealth management experience alongside basic banking product.
Job Purpose
<ul><li>To develop the market share of all Private banking products and focus on HNW client for PB segments.
</li><li>Is to further build the PB customer base to support the growth opportunity emanating from new millionaires coming to the UAE.
</li><li>Penetrate UAE &amp; GCC market to identify potential clients to meet PB thresh hold, with the objective to support growth of wealth revenues at UAE, KSA, London, and Singapore platforms (offshore accounts).
</li><li>Onboard clients directly to PB, complete the onboarding process smoothly, make sure initial funding, AUM transfer &amp; relationship management up to 6 months to deepens and grow the relationships above PB threshold.
</li><li>Smooth handover of relationship to a PB RM and work closely with them as and when applicable.
</li><li>NTB customer acquisition by Retail Banking Sales for Private Banking segment
</li><li>Products - CASA, FD, Mortgage, Lombard Lending, Investment AUM with a relationship value of equal or more than USD 3 Million.
</li><li>Identifying the existing customer who meets the above thresh hold and up sell PB value proposition.
</li><li>New to bank clients for accounts, AUM &amp; mortgage.
</li><li>Targeting existing PB profile client from competitions and transfer their securities, bonds (AUM) from other competing banks.
</li><li>Target GCC clients through frequent network building by traveling frequently in and out of KSA, Bahrain, Kuwait, Qatar &amp; Oman.
</li><li>Existing client base identification &amp; upgradations with customer consent by selling PB products and packages.
</li></ul>Job Content
Sales Targets: Achieve assigned sales targets to contribute to the sales volumes / revenues. Develop new markets and customers within the assigned territory to enhance sales volumes/ revenues
Employee Development: Acquire Assessment/Certification Standards Improve Product Knowledge through Training Program
Cross selling: Cross sell non &ndash;assigned products &amp; services to contribute the revenues and market presence.
Customer Service: Provide quality customer service to ensure customer satisfaction and retention
Market Intelligence: Provide market intelligence to supervisors on a regular basis for use in formulating strategies and plans
Compliances &amp; Processes: staffs have to be Vigilant while sourcing any Fixed deposits, Accounts or any Cross Sell Product and putting bank benefits always ahead of anything and use utmost care and alertness all time
Specifications &amp; Qualification
Education
<ul><li>Graduate / Postgraduates
</li><li>MBA
</li><li>CISI/Wealth certifications
</li></ul>Experiences
<ul><li>+ 4 years&rsquo; experience of Banking / Retail Sales
</li><li>International / GCC and UAE
</li><li>Selling &amp; Marketing Skills
</li><li>Relationship Management skills
</li></ul>Knowledge &amp; Skills
<ul><li>Basic Knowledge of operating systems
</li><li>Selling &amp; Marketing Skills
</li><li>Having good inter / intrapersonal Skills
</li><li>Acceptable &amp; Good Team Player
</li><li>Self-Motivated / Hardworking / Focused &amp; Enthusiastic</li></ul></div>

Manager - Private Banking Acquisition

Emirates NBD

J. Awan & Partners

Job purpose The main responsibility of this role will be to contribute to the Company s commercial expansion. Our client is seeking Relationship Managers who have an existing book of clients and with proven experience in the Middle East, Asia and Africa. Duties and Responsibilities Bring your own portfolio of clients, with a demonstrable history of relationships. Identify potential prospects and develop them to become clients of the firm. Advise his/her customers with regards to the management of their portfolios and execute their instructions. Responsible for identifying new products required in the market, in line with the DFSA license criteria. Constantly explore Investment opportunities with the client per his / her risk appetite. Actively introduce clients and prospects to Senior team members and seek guidance and support in terms of relationship management and products to develop them. Increase the clients share of wallet and contribute to the diversification. Good understanding of the regulatory framework, legislation, and best market practices. Skills and Experience Our client seeks an entrepreneurial candidate who can manage their own book to generate net new money and revenues for the firm, while identifying new prospects and developing them to become clients. Strong experience in international private banking is a must. Strong knowledge of financial products and international financial markets. Candidate must be able to make positive contributions to the team. Fluent English, other languages a plus. Impeccable work ethic, self-starter with an international mindset. Experience (essential to any successful application) Minimum of 5 years experience in a senior relationship management role. Must have experience in the Middle-East, Asia and Africa. Qualifications Bachelor's / master s degree in business

Relationship Manager (JAP Client)

Abu Dhabi Commercial Bank

<div>
 
 Embark on a journey where your unique contributions are celebrated, and your professional growth is embraced. At ADCB, we nurture a diverse, inclusive community where every voice is valued.
 
 
 
 
 
 
 About the business area
 
 
 
 
 
 
 Private Banking provides high-net-worth clients with an end-to-end banking service to help manage their full banking and investment needs effectively. Our dedicated bankers provide a wide variety of solutions to meet clients&rsquo; investment and borrowing requirements, including complex and bespoke loan structuring. Wealth preservation requirements are addressed through a comprehensive wealth planning solution, tailored to individual needs.
 
 
 
 
 
 
 In this role, your key responsibilities include
 
 :
 
 
 
 
 <ul>
 <li>
 Client Acquisition - Proactively utilize external professional network and network internally within the Bank in order to attract new to Bank clients and capture client service synergies
 </li>
 <li>
 Relationship Management - Act as primary point of contact for all client interactions and perform day-to-day Banking services in order to meet and exceed client expectations. Assume ownership of any client issues in order to ensure timely resolution.
 </li>
 <li>
 Product Solutions - Collaborate with internal specialists in order to craft effective wealth management solutions for clients, covering asset management, credit and succession planning. Identify cross-selling opportunities and proactively interact with internal resources in order to provide product solutions for clients.
 </li>
 <li>
 Risk Management - Review and monitor work, minimize errors in transaction execution and service delivery and comply with all relevant regulations, policies, and guidelines in order to protect the Bank against all credit, legal, reputational, and other risks.
 </li>
 <li>
 Policies, Processes, Systems and Procedures - Adhere to all relevant organizational and departmental policies, processes, standard operating procedures, and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders.
 </li>
 <li>
 Self-Management - Manage self in line with the Bank&rsquo;s people management policies, procedures, processes, and practices to ensure adherence and to maximize own contribution to business performance.
 </li>
 <li>
 Customer Service - Demonstrate Our Promise and apply the ADCB Service Standards to deliver the Bank&rsquo;s required levels of service in all internal and external customer interactions.
 </li>
 </ul>
 
 
 
 
 
 The ideal candidate should have the following experience
 
 
 
 
 
 <ul>
 <li>
 At least 8 years of experience in a commercial/universal Bank context in a relationship management client facing role working with high net worth clients executing client transactions across business with product experience from capital markets solutions, hedge funds and private equity
 </li>
 <li>
 Bachelor&rsquo;s Degree in Finance, Economics, or a related field
 </li>
 <li>
 Client service and acquisition skills
 </li>
 <li>
 Ability to network across stakeholder groups
 </li>
 <li>
 Communication skills
 </li>
 <li>
 Ability to use fact based analysis to win broad support for new concepts and ideas
 </li>
 <li>
 Written and spoken English
 </li>
 </ul>
 
 
 
 
 
 What we offer:
 
 
 
 
 
 <ul>
 <li>
 
 Comprehensive Benefits Package
 
 : This includes market-leading medical insurance, group life and personal accident insurance, paid leave and leave airfare, employee preferential rates on loans and finance facilities, staff discounts and offers, and children education assistance (for certain job levels).
 </li>
 <li>
 
 Flexible and Remote Working Options
 
 : We understand the importance of work-life balance and offer flexible working arrangements, subject to eligibility and job requirements.
 </li>
 <li>
 
 Learning and Development Opportunities
 
 : We value and facilitate continuous learning and personal development, through a variety of exciting learning opportunities, such as structured instructor-led courses, a comprehensive e-Learning catalog, on-the-job training and professional development programs.
 </li>
 </ul>
 
 
 
 
 At ADCB, we are dedicated to creating a respectful, caring and disciplined work environment that aligns with your career ambitions.
 
</div>

Executive Manager - Private Banking

<div>
 
 Embark on a journey where your unique contributions are celebrated, and your professional growth is embraced. At ADCB, we nurture a diverse, inclusive community where every voice is valued.
 
 
 
 
 
 
 About the business area
 
 
 
 
 
 
 Private Banking provides high-net-worth clients with an end-to-end banking service to help manage their full banking and investment needs effectively. Our dedicated bankers provide a wide variety of solutions to meet clients&rsquo; investment and borrowing requirements, including complex and bespoke loan structuring. Wealth preservation requirements are addressed through a comprehensive wealth planning solution, tailored to individual needs.
 
 
 
 
 
 
 In this role, your key responsibilities include
 
 :
 
 
 
 
 
 <ul>
 <li>
 Client Acquisition - Direct the New to Bank (NTB) clients acquisition process and manage the capture of client service synergies in order to achieve assigned targets and contribute to the bottom line profitability of the department
 </li>
 <li>
 Relationship Management - Perform day-to-day Banking services in order to meet and exceed client expectations.
 </li>
 <li>
 Address client issues in order to ensure timely resolution
 </li>
 <li>
 Product Solutions - Analyze received feedback, identifying opportunities for new product solutions, directing to internal specialists to source these products in order to support the development of effective wealth management solutions for clients.
 </li>
 <li>
 Identify cross-selling opportunities and proactively interact with internal resources in order to provide product solutions for clients
 </li>
 <li>
 Risk Management - Meet quality standards, minimise errors in transaction execution and service delivery and comply with all relevant regulations, policies and guidelines in order to protect the Bank against all credit, legal, reputational, and other risks
 </li>
 <li>
 Policies, Processes, Systems and Procedures - Adhere to all relevant organisational and departmental policies, processes, standard operating procedures and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders
 </li>
 <li>
 Self-Management - Manage self in line with the Bank&rsquo;s people management policies, procedures, processes and practices to ensure adherence and to maximise own contribution to business performance
 </li>
 <li>
 Customer Service - Demonstrate Our Promise and apply the ADCB Service Standards to deliver the Bank&rsquo;s required levels of service in all internal and external customer interactions
 </li>
 </ul>
 
 
 
 
 
 The ideal candidate should have the following experience
 
 
 <ul>
 <li>
 At least 7 years of experience in a commercial/universal Bank context in a relationship management client facing role working with high net worth clients executing client transactions across business
 </li>
 <li>
 Bachelor&rsquo;s Degree in Finance, Economics, or a related field
 </li>
 <li>
 Associate Wealth Manager Programmes (AWM)
 </li>
 <li>
 Client service and acquisition skills
 </li>
 <li>
 Ability to network across stakeholder groups
 </li>
 <li>
 Communication skills
 </li>
 <li>
 Ability to use fact based analysis to win broad support for new concepts and ideas
 </li>
 <li>
 Written and spoken English
 </li>
 </ul>
 
 
 
 
 
 What we offer:
 
 
 <ul>
 <li>
 
 Comprehensive Benefits Package
 
 : This includes market-leading medical insurance, group life and personal accident insurance, paid leave and leave airfare, employee preferential rates on loans and finance facilities, staff discounts and offers, and children education assistance (for certain job levels).
 </li>
 <li>
 
 Flexible and Remote Working Options
 
 : We understand the importance of work-life balance and offer flexible working arrangements, subject to eligibility and job requirements.
 </li>
 <li>
 
 Learning and Development Opportunities
 
 : We value and facilitate continuous learning and personal development, through a variety of exciting learning opportunities, such as structured instructor-led courses, a comprehensive e-Learning catalog, on-the-job training and professional development programs.
 </li>
 </ul>
 
 
 
 
 At ADCB, we are dedicated to creating a respectful, caring and disciplined work environment that aligns with your career ambitions.
 
 
 
</div>

Senior Manager - Private Banking

Hex Trust

<div>Hex Trust, established in 2018, offers fully regulated institutional digital asset market services, custody, and staking to builders, investors, and service providers. Leveraging the expertise of veteran banking technologists and award-winning financial services leaders, Hex Trust continues to innovate with its proprietary institutional-grade platform, providing secure and integrated solutions. Hex Trust holds licenses and certifications ensuring 24/7 global coverage across Hong Kong, Singapore, Dubai, France, and Italy. This dedication is reflected in our significant growth, with offices in major markets throughout Asia, the Middle East, and Europe.<h3 class="jobSectionHeader">
Position Summary</h3>
Hex Trust is extending its market-leading custody, 24/7 OTC, and yield solutions to the private wealth segment&mdash;and we&rsquo;re hiring top-performing Relationship Managers to lead this growth.
If you&rsquo;re an experienced sales professional in digital assets or financial services, this is your chance to drive new client acquisition and revenue in a high-growth environment.
We want energetic, knowledgeable, and persistent individuals who can work independently, build strong relationships, and help take our business to the next level.<h3 class="jobSectionHeader">
Duties &amp; Responsibilities</h3><ul>
<li>Establish and grow long-term relationships with High Net Worth Individuals (HNWI), family offices, and private wealth channels, contributing to increased AUM, trading volume, and product adoption</li>
<li>Cultivate and expand partnerships with relevant distribution partners and intermediaries to further drive growth in AUM.</li>
<li>Lead prospect and client meetings, clearly articulating Hex Trust&rsquo;s value proposition and capturing feedback for continuous improvement.</li>
<li>Identify cross-selling opportunities across trading, structured products, and lending solutions to deepen client engagement.</li>
<li>Oversee smooth onboarding and ongoing relationship management in collaboration with compliance, legal, and operations.</li>
<li>Deliver best-in-class, white-glove service&mdash;positioning Hex Trust as the most trusted partner for private clients and family offices in digital assets.</li>
</ul>
Requirements<ul>
<li>
3&ndash;8 years of experience in relationship management, private banking, wealth management, and/or institutional/crypto financial services.</li>
<li>Demonstrated success in growing AUM and managing sophisticated private clients or family office accounts.</li>
<li>Strong knowledge of financial markets and investment products; digital asset familiarity required.</li>
<li>Proven ability to deliver high-touch, client-first service in a demanding environment.</li>
<li>Excellent communication, presentation, and negotiation skills with credibility in front of senior stakeholders.</li>
<li>Entrepreneurial, adaptable, and proactive in identifying solutions and opportunities.</li>
Fluency in English and Arabic is required; 
<li>
 
 
</li></ul>Candidates who do not tick all the boxes are still encouraged to apply, those with less experience will still be considered for the position but with relevant adjustments to seniority.
Benefits
As one of the leading Web3 innovators, Hex Trust offers a front-row seat in the ever-changing blockchain &amp; crypto industry. We genuinely believe that people are our greatest asset, and invest heavily so they&rsquo;re best prepared to support our mission to unlock ownership in decentralized markets! You will be joining a company that is always committed to creating a supportive &amp; inclusive environment that promotes personal and professional growth that furthers your success and drives innovation, collaboration, and passion in the blockchain space.
At Hex Trust, we are proud of our H.E.X. culture:<ul>
<li>Heart</li>
<li>Empowerment</li>
<li>Xcellence</li>
</ul>Join us at Hex Trust and not only can you look forward to working with blockchain professionals to build the decentralized future, but also:<ul>
<li>Competitive Salaries &amp; Bonuses</li>
<li>Generous Amounts of Paid Time Off (incl. leave for Birthdays, Work Anniversary, and Mental Health etc.)</li>
<li>Access to Corporate Discounts and exclusive Employer Perks</li>
<li>Medical &amp; Retirement Plans</li>
<li>Professional Learning and Development Opportunities</li>
<li>Elevate your work using cutting-edge technology</li>
<li>Fun &amp; friendly office spaces in Hong Kong, Singapore, Dubai and Vietnam</li>
<li>Regular company &amp; social events</li>
</ul>Hex Trust is an equal-opportunity employer devoted to diversity and inclusion in the workplace. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status or disability status.</div>

Relationship Manager (Dubai)

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