Live Jobs

Private Banking Relationship Manager

Salary : 25000 , Application Deadline 08/Jun/2024

A leading Asset Management & Financial Advisory company based in DIFC Dubai is looking for Private Wealth Management Relationship Managers with minimum 5 years similar experience and book size of minimum 25 Million USD

Job Description:

· Mobilizing High Networth Individuals (HNI) that are existing Professional clients of Private Banking or interested in starting such relationship.

· Identifying client needs and providing suitable advice on potential financial products and solutions that align with their needs

· Assisting the inhouse KYC team in completing the documentation both internal and the partner banks by obtaining the necessary identity and financial documents necessary for KYC, account opening and operations with banks.

· Attending to the queries related to account opening or subsequent operations from the partner Private banks. Obtaining requisite information/documentation from clients for timely response to the queries.

· Prepare and review all required reports and KYC forms to ensure that all transactions are adhered to the policies and procedures of the company, partner Banks and the regulators.

· Developing opportunities to increase the revenue of the company.

· Adherence to regulatory guidelines and company policies as applicable from time to time.

Interested candidates with required experience, please apply on: