Private Wealth Management Specialist

Role Summary This is a senior, P&L-owning role accountable for strategy, revenue growth, AUM expansion, team leadership, and the delivery of a differentiated client experience across discretionary, advisory, and execution-only mandates. The successful candidate will be a recognised industry leader with an established client following and the standing to represent PhillipCapital at the highest levels in the region. Key Responsibilities Strategic Leadership • Define, articulate, and execute the strategic roadmap for the Private Client Group in line with PhillipCapital Group’s global wealth and brokerage business strategy. • Position PhillipCapital DIFC as a credible, full-service brokerage and wealth platform of choice for MENA-based and internationally mobile private clients. • Identify and develop new market segments, client geographies, and service propositions (e.g., Shariah-compliant wealth, NRI desk, family office services). Commercial & P&L Ownership • Set and cascade revenue, AUM, and client acquisition targets across the relationship management team. • Drive cross-sell across the broader PhillipCapital product suite — brokerage, fixed income, structured products, funds, FX, and bespoke solutions. Client Origination & Relationship Management • Personally originate and manage a portfolio of strategic UHNWI and family office relationships. • Leverage existing network and Phillip Capital’s global footprint to bring new institutional-quality clients onto the platform. • Act as the senior client sponsor for the firm’s most significant private client relationships. Team Leadership • Recruit, retain, mentor, and lead a high-performing team of Relationship Managers, Investment Advisors, and support staff. • Establish robust performance management, coaching, and succession planning practices. • Foster a culture of fiduciary mindset, client centricity, and commercial discipline. Investment & Product Oversight • Partner with Investment Advisory, Research, and Product teams to ensure advice quality, suitability, and a compelling client investment proposition. • Oversee portfolio construction frameworks, house views integration, and discretionary mandate governance. • Ensure consistent delivery of advisory standards across the team. Risk, Compliance & Governance • Operate within the DFSA regulatory framework and ensure full adherence to suitability, AML/CTF, KYC, conduct, and market abuse requirements. • Partner closely with Compliance, MLRO, Risk, and Legal on client onboarding, complex case approvals, and supervisory oversight. • Champion a strong control environment and proactive risk culture within the PCG. Stakeholder Management • Represent PhillipCapital DIFC externally with regulators, custodians, banking partners, professional advisors, and the wider DIFC ecosystem. • Engage with PhillipCapital Group senior leadership globally on strategy, performance, and best practice exchange. Candidate Profile Experience • Minimum 5 years in private banking, wealth management, or private wealth advisory, with 3–4 years of direct on-the-ground experience in the MENA / GCC domain covering regional HNWI / UHNWI clients. • Demonstrable track record of building and managing a client book of material scale, with a portable or influenceable AUM and a clear plan to mobilise it onto the PhillipCapital platform. • Deep familiarity with GCC family office structures, succession dynamics, Shariah-sensitive client considerations, and cross-border wealth planning. • Prior P&L or sub-P&L responsibility within a regulated wealth or private banking environment. Qualifications • Bachelor’s degree required; MBA, CFA, CFP, or equivalent post-graduate qualification strongly preferred. • Working knowledge of DFSA Conduct of Business and Client Classification rules. Skills & Attributes • Recognised standing and personal brand within the regional wealth community. • Exceptional client-facing presence; ability to engage credibly with principals and decision-makers of significant wealth. • Strong commercial instinct balanced with disciplined risk and conduct sensibilities. • Inspirational leader capable of attracting and developing senior talent. • Multilingual capability preferred — English fluency required; Arabic, Hindi/Urdu, or other regional languages an advantage. What We Offer • Competitive base salary, performance-linked variable compensation, and long-term incentives commensurate with seniority and book. • Access to Phillip Capital’s global product, research, and client referral network.

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  Barclays · Dubai, Dubai, United Arab Emirates