Relationship / Wealth Manager - Private Banking

Job description / Role

Duties & Responsibilities

- Acquisition of new professional client relationships within the private banking sector as defined by the DFSA .
- Selling a range of private banking products to existing and potential clients.
- Achieving revenue targets as defined by the organization.
- Achieving high levels of service standards and maximize client satisfaction.
- Compliance with DFSA and anti-money laundering regulations.
- To continue building investment knowledge and be conversant with the full range of private banking advisory services and to act as an effective trusted advisor in the delivery of these services
- Initiate, develop and retain client relationships while contributing actively to the business development and financial goals of the unit.
- Is jointly involved in client solicitation, presentation, closings, account management and development
- Ensures that client compliance, investment suitability, risk profiling and KYC requirements are met on an ongoing basis.
- Remains informed about market trends, customer preferences, and new products
- Perform other related duties which the SEO may assign.

Requirements

- Minimum Experience 5-12 Years in Private Banking
- Minimum Portfolio of 30 million USD
- Product Portfolio Like: Structured Notes, Mutual Funds, Bonds, Sukuk, Equity, etc.,
- Must be graduate and experienced in the investment banking domain
- Preferred if the person have the background of DIFC

About the Company

Ultiwise Consult is a management Consulting firm, committed to right thing for our clients, our people and our communities, even if it isn’t easy. We help companies create results. Our specialty is to help organisations and business visualize results goals they had not dreamt possible and work together with them towards achieving these. What sets us apart is our approach as a whole, as we play the part of actively challenging the organisation and staff in order to ensure that your business delivers results breakthroughs again and again through our collaborative approach

We care our client’s business as our own. We share their ambition and align our solution with their objectives. So they know that we are in together.

Together, we find value across industries, develop insights to act on, and energize teams to sustain success.

We believe a consulting firm should be more than an advisor. Our approach to consulting is to deliver enduring results for our clients and build lasting relationships with them. We look at each business from the chief executive’s perspective and treat it as if it were our own. We align our incentives with their objectives such that we prosper only if our client prospers. Ultiwise Consult’s recommendations are always tailored for each client’s specific situation and we partner with all levels of the organization to make impactful changes that will stick long after we leave.