Private Wealth Management Specialist

August 27, 2026

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 withPhillipCapital 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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