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Director Private Banking

Plutus Associates Capital LimitedUnited Arab Emirates

منذ أكثر من 30 يومًا

الوصف الوظيفي

Company Description

Plutus Associates Capital Limited is an independent financial advisory firm based in the Dubai International Financial Centre (DIFC), regulated by the Dubai Financial Services Authority (DFSA). We offer personalized, three-tier investment strategies tailored to each client's risk profile, return expectations, and life cycle. Our team provides a broad range of services, including advising on financial products, arranging investment deals, and custody services.

Role Description

This is a full-time, on-site position for a Director of Private Banking in Dubai, UAE. The role involves managing business relationships, finance, investments, portfolio management, and private banking services.

Qualifications

Skills in business relationship management and portfolio management
Expertise in finance and investments
Experience in private banking
Strong analytical and decision-making abilities
Proven success in managing high-net-worth clients
Excellent communication and interpersonal skills
Bachelor's degree in Finance, Business Administration, or related field
Relevant professional certifications such as CFA, CFP, or equivalent

Job Description

The role involves maintaining, developing, and servicing client relationships requiring private banking services and products. The organization features an open architecture platform, is regulated by DFSA, and was built by bankers for bankers seeking a more entrepreneurial environment where clients come first.

The Successful Applicant

Over 10 years of experience in priority or private banking

Experience gained at reputable international private banks; if at a local bank, prior experience should be at a reputable international bank

Managing fewer than 25 relationships with high wallet share; managing assets over US$25M+ as an Associate Director or over US$50M+ as a Director

Regional work experience and knowledge of compliance guidelines for onboarding clients

Stable career over the past 5 years

Bachelor's degree or higher from a top-tier university; additional education and professional qualifications are advantageous

Entrepreneurial, driven, and a self-starter

High work ethic and personal integrity

Strong verbal and written communication skills

Key Responsibilities / Tasks

Leverage your financial network and existing client relationships to build and manage a portfolio of ultra-high-net-worth clients in Dubai.

Clients should have a minimum investment of USD 1 million to open an account.

Promote the private bank's platform and services to attract new-to-bank clients and their families.

Collaborate with internal investment and compliance teams to deliver high-quality, insightful client service.

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Director Private Banking • United Arab Emirates