Global Private Banker

Job Description

Position- Global Private Banker

location -Dubai

Experience 10+

Contact- +91-8272000831 or email resume on [Confidential Information]

About client

1. Global Presence: It maintains a strong international network, with offices and subsidiaries in key financial hubs worldwide.
2. Sustainable Investing: The bank is committed to environmentally and socially responsible investing, offering innovative solutions that align with clients values.
3. Discretion and Confidentiality: As a Swiss private bank, it upholds the highest standards of confidentiality and discretion, safeguarding clients financial information and interests.
4. Holistic Wealth Management: The bank's comprehensive services encompass investment management, wealth planning, philanthropy, and family governance, ensuring clients financial well-being and legacy.

We are seeking a seasoned and dynamic Global Private Banker to join a prestigious international private bank in Dubai. The ideal candidate will have a strong track record of managing UHNW/HNW client relationships, with a deep understanding of global investment products, cross-border wealth structuring, and client advisory.

Key Responsibilities:

• Client Acquisition & Retention:
• Acquire, develop, and manage a portfolio of HNW/UHNW clients across global markets, particularly focusing on NRI, GCC, African, or European client segments.
• Investment Advisory:
• Provide tailored investment and wealth planning advice aligned with client objectives and risk profiles, including discretionary, advisory, and execution-only mandates.
• Cross-Border Solutions:
• Work with internal teams to structure cross-border solutions on tax, estate, and succession planning in compliance with global regulations.
• Revenue Generation:
• Achieve and exceed revenue targets through cross-selling of banking, investment, and credit solutions.
• Risk & Compliance:
• Ensure adherence to AML, KYC, and regulatory guidelines, and maintain high standards of documentation and ethical conduct.
• Relationship Management:
• Build long-term, trust-based relationships with clients and their families; act as the primary point of contact for all banking and investment needs.