Private Banker
Elkho Group · Abu Dhabi
وصف الوظيفة
About the role
The Private Banker will build and nurture relationships with high‑net‑worth individuals and families, delivering comprehensive financial solutions and ensuring a high level of client satisfaction.
Key responsibilities
- Acquire, maintain and develop HNWI relationships, cross‑selling services and expanding the referral network.
- Manage client portfolios, grow assets under management, and increase profitability.
- Act as the primary contact for client banking and financial service needs, coordinating with internal specialists.
- Oversee portfolio performance, drive liability, financing and investment growth, and meet revenue targets.
- Ensure complete client onboarding documentation and compliance with audit, AML and regulatory standards.
- Conduct quarterly client calls, prepare call reports, and provide market updates.
Required profile
- 6‑7 years of experience in private banking, relationship management or wealth management.
- Bachelor’s degree plus an MBA; relevant investment and credit certifications.
- Strong knowledge of legal/Sharia credit issues and ability to assess investment risks.
Required skills
What we offer
- Opportunity to work with affluent clients in a dynamic banking environment.
- Access to a broad suite of wealth‑management products and specialist teams.
Questions fréquentes
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Elkho Group
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