Job Details
Role Overview
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Act as a trusted advisor to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, including members of the ruling family and government officials.
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Develop, manage, and grow a portfolio with goals for assets under management (AUM), deposits, investment, and credit solutions.
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Build long-term relationships and deliver tailored wealth management strategies (finance, investment, lending, advisory).
Primary Responsibilities
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Identify and onboard new HNW/UHNW clients; manage end-to-end client lifecycle.
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Cross-sell banking, investment, credit, trust, and advisory solutions.
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Lead personalized client meetings, financial reviews, and solicitation efforts.
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Monitor portfolio health, conduct risk assessments, and ensure compliance with KYC/AML and internal bank policies.
Education
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Minimum: Bachelor’s degree in Finance, Business Administration, or related field.
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Preferred: Master’s, MBA or professional finance qualifications (e.g. CISI, CFA)
Apply
To apply for this job email your details to vinodh@searchpoint.ae