Sales

Senior Client Advisor, Wealth Management

Client of Gateworth Group
Dubai, UAE Listed 2 days ago via Naukrigulf
prospecting crm

Job Overview

Company Industry Banking, Financial Services, Broking
Department / Functional Area Sales, Business Development

Gateworth are currently supporting a leading international private bank who are in the process of looking to recruit a Senior Client Advisor to join their Wealth Management platform in Dubai. Reporting to a Regional Head, the Senior Client Advisor will manage and grow a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, acting as a trusted advisor across investments, credit, wealth planning and banking services, while delivering against Assets Under Management (AUM), net new capital and revenue objectives. Main Responsibilities Manage and deepen a book of HNW and UHNW clients, including individuals, families, family offices and business owners, acting as the principal point of contact and trusted advisor with a full picture of each client s wealth, objectives, risk appetite and family structure. Drive the acquisition of new clients and net new money through personal networks, referrals, introducers and targeted prospecting, while meeting or exceeding targets across AUM, revenue and return on assets. Deliver holistic wealth solutions across discretionary, advisory and execution-only mandates, cross-selling the bank s offering spanning investments, structured products, FX, alternatives and insurance. Work closely with investment specialists, product partners, credit and wealth planning teams to coordinate complex client needs, including liquidity events, trust & estate structuring, succession planning and next-generation engagement. Conduct regular portfolio reviews and maintain a high-touch service model, communicating the house view and market outlook clearly and ensuring all advice remains suitable and aligned to each client s risk profile. Uphold rigorous KYC, AML, source of wealth and source of funds standards at onboarding and through periodic reviews, ensuring full compliance with DFSA, CBUAE and internal policy requirements, alongside accurate CRM records and client documentation.

Desired Candidate Profile

Qualifications & Prerequisites The client will look to recruit a seasoned Banker/Wealth Manager with broad and deep-experience in Wealth Management or Private Banking, ideally gained within a tier-one international or regional operator. The successful candidate shall be required to demonstrate a portable and well-established client book (and a demonstrable AUM), with a proven track record of acquiring net new money and growing revenue within the UAE and wider GCC market. The ideal candidate shall bring strong technical knowledge across investment products, credit and wealth structuring, combined with the commercial acumen and gravitas to engage with sophisticated clients and their advisors at the highest level. The candidate shall hold relevant professional certifications (such as CISI, CFA, CFP or CWM) and be eligible for DFSA and/or SCA registration, with a strong and demonstrable understanding of regulatory, KYC and compliance frameworks.

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  • CompanyClient of Gateworth Group
  • LocationDubai, UAE
  • CategorySales
  • Listing sourceNaukrigulf
  • Apply onnaukrigulf.com
  • Listed2 days ago
Senior Client Advisor, Wealth Management On naukrigulf.com
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