Senior Private Banker
Skills
About This Role
Company Description
FinGig.Pro is a specialized network of senior financial services professionals with extensive CXO and senior management experience.
As a division of Belginjava Management Consultancy, headquartered in Dubai, UAE, FinGig.Pro connects Experts with global opportunities tailored to their expertise.
The organization provides financial services firms with flexible access to top-tier talent, including Senior Executives and Subject Matter Experts, to address critical business challenges and foster growth.
With a leadership presence across six continents, FinGig.Pro is committed to delivering solutions that drive sustainable, profitable growth.
Role Description
- We are working with a few leading firms for full-time Senior Private Banker, located in Dubai.
- The Senior Private Banker will be responsible for offering high-touch private banking services, developing and managing client relationships, and providing expert advice on investments, financial planning, and asset allocation.
- The role will also entail tailoring bespoke financial solutions for clients, assisting in managing their wealth portfolios, and fostering long-term trust-based partnerships.
- The ideal candidate will work closely with internal teams to ensure client satisfaction and maintain high ethical standards.
- Managing an AUM of USD 300 Mio and more
- Strong relationships across NRI, NRP, Emirati, GCC clients
- Open to bankers
- based globally
- who actively manage
- UAE / GCC client portfolios
Qualifications
- Expertise in Financial Planning and Finance
- Comprehensive knowledge of Investments and Private Banking
- Strong capability in Asset Allocation and portfolio management
- Proven ability to develop and maintain strong client relationships
- Solid understanding of market trends and regulatory environments
- Exceptional interpersonal and communication skills
- Bachelor’s or Master’s degree in Finance, Business Administration, or a related field
- Relevant certifications such as CFA, CFP, or equivalent are advantageous
- 15+ years of experience in private banking or wealth management
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