Manager - Private Banking Acquisition (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Manager - Private Banking Acquisition (Finance): Identifying and attracting high-net-worth (HNW) clients to the bank through internal and external referral ecosystems with an accent on client acquisition and onboarding strategies. Focus on building strong synergies across channels, managing the client lifecycle from lead to handover, and ensuring strict KYC/AML compliance.
Location: Dubai, AE. Flexible and remote working options available subject to eligibility.
Company
provides comprehensive banking and investment services for high-net-worth clients.
What you will do
- Develop acquisition strategies to identify and attract New to Bank (NTB) high-net-worth prospects.
- Drive internal and external referral ecosystems to generate high-quality leads for Private Banking.
- Manage the full client onboarding process, ensuring initial funding and Assets Under Management (AUM) transfers.
- Provide day-to-day banking services and maintain high customer satisfaction to ensure client retention.
- Collaborate with internal specialists to provide feedback and refine wealth management product solutions.
- Ensure strict adherence to KYC, AML, and regulatory policies to mitigate credit, legal, and reputational risks.
Requirements
- At least 6 years of experience in relationship management for HNW clients within a commercial or universal bank.
- Bachelor’s Degree in Finance, Economics, or a related field.
- Proven skills in client acquisition and ability to network across diverse stakeholder groups.
- Proficiency in written and spoken English.
Culture & Benefits
- Comprehensive benefits including market-leading medical, group life, and personal accident insurance.
- Paid leave and leave airfare.
- Preferential rates on loans and finance facilities, plus staff discounts.
- Children's education assistance for certain job levels.
- Flexible and remote working arrangements to support work-life balance.
- Continuous learning opportunities via structured courses and professional development programs.
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