Charterhouse is working with a world-leading independent financial advisory firm in the DIFC. This company is a global firm with offices in over 40 countries and they are looking to hire a Private Banker/Wealth Manager to join their team in the Middle East.
About the role
The role’s main responsibility will be to manage and develop relationships with a portfolio of High-net-worth and Ultra-high-net-worth clients in the region. You would also be tasked with marketing the firm and bringing on board new clients to generate growth in AUM.
Other tasks include providing services such as M&A, Debt Advisory, Debt Restructuring and Equity Advisory to a wide range of clients.
To be considered for this role, the candidate should have a Postgraduate Degree in Finance or Economics as well as 4-6 years of relevant work experience in Wealth Management.
You should also have a strong knowledge of financial products and services, and have the ability to manage large portfolios and source new business. Sales and Relationship Management skills would be extremely beneficial, and CFA qualifications would also be advantageous.