Private banker - External Asset Manager
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About the Role
Geojit Private Wealth (DIFC) Limited is a DFSA-regulated Category 3C wealth management firm headquartered in the Dubai International Financial Centre.
Key Skills for This Role
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Company Description
Geojit Private Wealth (DIFC) Limited is a DFSA-regulated Category 3C wealth management firm headquartered in the Dubai International Financial Centre.
We provide tailored wealth management and investment advisory solutions to high-net-worth individuals, families, and investors across the GCC and international markets, supported by a robust governance framework and a strong commitment to regulatory compliance.
Key Responsibilities
- Acquire and onboard HNW & UHNW clients through strong networks and referrals
- Build, manage, and grow a profitable client portfolio
- Deliver customized investment and wealth management solutions
- Drive AUM growth through asset consolidation and wallet-share expansion
- Conduct regular portfolio reviews aligned with market conditions and client objectives
- Ensure compliance with DFSA regulations and internal policies
- Maintain high standards of client servicing, documentation, and suitability assessments
Qualifications
- Bachelor’s degree in Finance, Business, or related field
- Minimum 10 years experience in Private Banking, Wealth Management, or EAM platform
- Proven track record in client acquisition and AUM growth
- Strong knowledge of global financial markets and investment products
- Excellent relationship management and networking skills
- Experience in
DIFC
/ international markets preferred
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