Requirements
Requires 12-15 years of experience in private banking, wealth management, or external asset management, with a proven track record in managing UHNW/HNW client relationships and originating revenue-generating books of clients and assets. Prior experience at an EAM or Multi-Family Office is strongly preferred. A Bachelor's degree is mandatory, with an MBA, ICWM, or CFA being advantageous. Strong networking abilities and deep knowledge of investment products and wealth structuring solutions are essential.
Description
Wealthbrix Capital Partners LimitedJob Opening: Executive Director & Client PartnerLocation: Dubai, UAEDepartment: Private Wealth / Client CoverageReports To: Head of Private WealthEmployment Type: Full-time, PermanentMinimum Book Size: USD 150M – 200M+ AUM/AUACompensation: Competitive fixed base + performance-based incentive linked to AUM/AUA growth and revenue generationAbout Wealthbrix Capital PartnersWealthbrix Capital Partners Limited is an institutional-grade wealth management platform built to give Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) & Mid-Tier Millionaires (MTMs) clients access to a broader, more open-architecture suite of investment solutions, banking partners, and specialist advisory services than a traditional single-institution model can offer. We are expanding our senior client coverage team and are looking for an experienced, entrepreneurial wealth professional to lead and grow our client coverage team.The OpportunityAs Executive Director & Client Partner, you will take ownership of an established book of UHNW/HNW relationships and sizeable assets under management / advisory, acting as the primary trusted advisor and strategic partner to your clients. You will represent the full breadth of Wealthbrix's institutional platform — multi-custodian access, open-architecture investment products, and bespoke advisory — bringing clients a wider and more independent choice than they would typically receive from a traditional wealth platform.This role suits a senior banker, ideally with a background at an External Asset Manager (EAM) / Multi-Family Office, who is ready to move onto an institutional-grade platform and build a long-term franchise with greater product breadth, independence, and economics.Key ResponsibilitiesOwn, manage, and grow a portfolio of UHNW and HNW client relationships, carrying a sizeable book of assets under management/advisory of at least USD 150M–200M+.Act as the primary point of contact and trusted advisor for clients across investments, wealth structuring, banking, and lending needs.Originate new client relationships and referrals, expanding the firm's UHNW/HNW franchise in target markets, with a personal revenue/AUM growth target agreed annually.Deliver holistic wealth advice spanning discretionary and advisory portfolios, alternative investments, structured products, banking/credit solutions, and wealth structuring, leveraging the platform's open-architecture and multi-custodian capabilities.Partner with product specialists, investment advisory, and structuring teams to construct tailored solutions for clients.Ensure the highest standards of client experience, retention, and satisfaction.Maintain full compliance with KYC/AML, client suitability, and all applicable regulatory requirementsRepresent Wealthbrix in the market, building the firm's brand and reputation among UHNW/HNW individuals, family offices, and intermediaries.Candidate Profile12–15 years minimum experience in private banking, wealth management, or external asset management, with a demonstrable track record of managing UHNW/HNW client relationships.Prior experience at an External Asset Manager (EAM), Multi-Family Office, or independent wealth advisory strongly preferred.Proven ability to originate and retain a sizeable, revenue-generating book of clients and assets.Strong network among UHNW/HNW individuals, family offices, and intermediaries.Deep knowledge of investment products (discretionary/advisory mandates, alternatives, structured products), banking/lending, and wealth structuring solutions.Entrepreneurial mindset with a genuine desire to build on an open-architecture, institutional-grade platform rather than a proprietary product shelf.Excellent relationship management, negotiation, and presentation skills.Bachelor's degree required; MBA, ICWM, CFA, or equivalent professional qualification preferred.Fluency in English required; additional languages relevant to the client base (e.g., Arabic, Hindi, Russian, French, Spanish) are an advantage.What Wealthbrix OffersA genuinely open-architecture, institutional-grade platform giving clients and the candidate a wider choice of products, custodians, and solutions.Competitive fixed compensation plus a performance-based incentive structure tied to AUM / AUA growth and revenue generation.Autonomy to build and run your client franchise with strong back-office, compliance, CIO Office and product support.A collaborative, entrepreneurial culture with direct access to senior leadership.Professional work culture.How to ApplyInterested candidates should submit a CV and a brief cover note outlining their current book size, client segment focus, and reason for exploring this opportunity to careers @wealthbrix.coAll applications will be treated in the strictest confidence.Wealthbrix Capital Partners Limited is an equal opportunity employer.