Associate Director UHNI Relationship Management
Arthan Finance Dubai
Job Description
About the job: Associate Director / Director, Private Banking
About Organisation
Our partner organisation is an independent financial advisory firm based in the Dubai International Financial Centre (DIFC), regulated by the Dubai Financial Services Authority (DFSA). With a personalised three-tier approach, the firm designs tailored investment strategies aligned to each client's risk profile, return requirements, and life stage.The platform operates on an open-architecture model and offers a comprehensive suite of services, including advising on financial products, arranging investment deals, and arranging custody solution
Role Description
This is a full-time, on-site role for an Associate Director / Director – Private Banking, based in Dubai, United Arab Emirates. The role focuses on business relationship management, investment advisory services, portfolio management, and delivering high-quality private banking services to ultra-high-net-worth (U/HNW) client
Key Responsibilities- Build, manage, and grow long-term relationships with U/HNW clients in Dubai and the wider region
- Leverage an existing financial network and client relationships to onboard new-to-bank (NTB) clients and their families
- Manage a focused portfolio of high wallet-share relationships, with a minimum account opening ticket size of USD 1 Million
- Position and key-sell the private banking platform and its open-architecture investment solutions
- Collaborate closely with internal investment, product, and compliance teams to deliver a high-touch, differentiated client experience
- Ensure full adherence to DFSA regulations and client onboarding compliance requirements
- 10+ years of experience in a priority or private banking
- Experience gained at reputable international private banks; candidates currently at local banks should have prior international private banking exposure
- Proven track record managing a limited number of high-value relationships (typically fewer than 25 clients)
- Demonstrated AUM thresholds of: USD 25M+ for Associate Director
- USD 50M+ for Director
- Strong understanding of regional markets and regulatory frameworks for onboarding clients in the Middle East.
- Stable career trajectory over the past 5 years
- Bachelor's degree (or higher) from a top-tier institution; MBA (Finance), CFA, or equivalent qualifications preferred
- rredEntrepreneurial mindset, strong work ethic, and high personal integrity
- Excellent verbal and written communication skills
- Strong expertise in private banking, wealth management, and investment advisory
- Proven capabilities in portfolio management and client relationship management
- High level of analytical judgement and decision-making ability
- Relevant professional certifications, such as CFA, CFP, or equivalent, are an advantage
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