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Senior Wealth Adviser - HNW Private Banking

High Street Resources · Dubai

جديد
Senior 🇬🇧 English
RDR-compliant investment qualification CeMAP Regulated lending qualification

وصف الوظيفة

About the role

An established international private banking and wealth management organisation is seeking an experienced, commercially driven Senior Wealth Adviser in Dubai to manage, maintain and grow a portfolio of HNW clients. This is a senior individual contributor role with direct accountability for client relationships, revenue generation, portfolio growth and business development.

Key responsibilities

  • Manage and develop a portfolio of HNW clients, focusing on the £1 million+ segment, and build long-term relationships through personalised financial advice.
  • Deliver wealth management solutions across investments, banking, lending and fiduciary services, and identify opportunities to increase wallet share.
  • Collaborate with internal specialists to meet complex client needs.
  • Drive revenue growth by acquiring new clients, originating business through professional networks and referrals, and growing a profitable personal book of business.
  • Achieve individual revenue, asset growth and business development targets, and represent the organisation at networking events.
  • Provide suitable investment and lending advice aligned with client objectives and risk profiles, ensuring regulatory compliance and keeping accurate records of advice and suitability assessments.
  • Share market insights with colleagues, contribute to a high-performance team, and maintain relevant professional qualifications.

Required profile

  • Significant experience in private banking, wealth management or financial advisory, with a proven track record of managing and growing an HNW portfolio.
  • Demonstrated experience advising clients in the £1 million+ wealth segment.
  • Strong business development capabilities and an established professional network.
  • Excellent relationship management, communication and interpersonal skills, and solid commercial awareness.
  • Ability to work independently while collaborating with internal stakeholders.

Required skills

  • RDR-compliant investment qualification, minimum Level 6 (essential).
  • Desirable: CeMAP or equivalent regulated lending qualification, or willingness to obtain one where required.
  • Ongoing professional development and maintenance of regulatory qualifications.

Questions fréquentes

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Source : ats:workable

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High Street Resources

Dubai