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Permanent

Senior Client Acquisition Manager- Private Banking

City of London
money-bag Negotiable
860BB1A9409DE03A7D8F22E5A2CE4789
Posted 3 days ago

Responsibilities

Develop and implement strategies to attract and acquire new HNWIs/ UHNI clients

Actively source leads through personal, professional networks, high-profile events, external partnerships with Tax Consultants, Accounting firms, Lawyers, Corporate Service Providers, IFAs, EAMs and other market referrals.

Serve as the primary contact for prospective clients throughout the acquisition and onboarding process

Assist clients in the onboarding process through assistance in form, collection of detailed client information, KYC documents and preparing the onboarding pack and sending to the central onboarding team in UAE.

Arrange calls between prospects and the assigned Relationship Manager in Mashreq UAE for detailed information on products and services available in UAE.

Coordinate with central Proposition / business development team in the UAE to ensure efficient and accurate onboarding.

Maintain strong partnerships with internal departments to ensure a seamless client experience from acquisition to account activation.

Should explore multiple sources of referrals to meet prospects interested in opening banking relationship in the UAE

Self-starter, motivated individual who can promote Mashreq''s offerings and generate interest amongst prospects for opening banking relationships in UAE.

Work within the required boundaries of Financial Promotions and adhere to Mashreq UK Compliance team guidance for any promotional or marketing approvals.

Stay informed of regional and global economic, political, and regulatory developments impacting HNI /UHNI clients.

We are seeking a highly motivated and experienced Client Acquisition Manager to join our Banking division in the United Kingdom. This role focuses on identifying, engaging, and onboarding Ultra High Net-Worth Individuals (UHNWIs) interested in establishing banking relationships with Mashreq Private Banking division in UAE for their wealth management needs., Bachelor''s degree in finance, Business Administration, Economics, or a related field. MBA or relevant postgraduate certification is a strong asset.

At least 10 years of experience in private banking, wealth management, or a similar client-facing role focused on UHNIs.

Proven track record of successful UHNI client acquisition.

Sound understanding of wealth management products and solutions.

Familiarity with UK and cross-border regulatory frameworks (e.g., CRS, FATCA, AML/CFT).

Fluent in English. Multilingual will be an added advantage.

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