head of private banking abu dhabi candidate brief
TRANSCRIPT
Career Opportunity
Head of Private Banking
Abu Dhabi
For A Leading
Private Bank
Confidential Search
Shane Phillips Consultants
Head of private Banking Abu Dhabi
Leading Private Bank
Dear Private Banking Candidate; The most important thing in your life is your family. The second most important thing in your life is your career. That is why it is paramount that your career is managed by qualified professionals. This opportunity is being presented to you by Shane Phillips Consultants. A family business which has been in Executive Search for two generations dating back to the 1970s when it was first called “The Phillips Group”. Over time we have developed a deep understanding of what are the key ingredients of a successful executive search company, one such ingredient is discretion. You have my personal guarantee that your identity and personal details will be kept in confidence throughout the initial stages of this selection process. Discretion is the corner stone of our business and your anonymity will be protected as you explore this career opportunity. This assignment is personally being handled by myself, Shane Phillips, and if you do not know me or have never heard of me please see my personal biography at the end of this document or visit my website at www.shanephillips.net.
This Document Contains the Following;
The Opportunity Pg 3
The Role Pg 3
Candidate Qualifications Pg 4
Shane Phillips Consultants Company Summary Pg 5
Shane Phillips Biography Pg 5
Application Instructions Pg 5 Thank you for taking the time to review this career prospect. I look forward to the opportunity of making a contribution to your success in the near future. Should you have any questions please contact me directly at +971 50 940 7537 or email me at [email protected] as I will be delighted to take your call. Sincerely,
Shane Phillips Managing Director
Head of Private Banking
Leading Private Bank
The Opportunity
This Private Bank has offices throughout Europe, Asia and the Middle East. The bank’s main focus is to provide wealth management services to private clients, wealthy families and institutional investors in the key geographies in which they operate. The bank is well capitalized and enjoys a muscular backing from its key stakeholders. This Private Bank is seen as one of the most stable institutions in its class with a strong growth trajectory on its horizon. Currently the institution is looking for a Head of Private Banking for its Abu Dhabi business; one of the most lucrative geographies and the most profitable location throughout the financial crisis. Already possessing an impressive network of top echelon clients the Bank requires a seasoned and sophisticated Head of Private Banking to managing their expansion strategy in the Emirate of Abu Dhabi. The tradition of fine Swiss Private Banking is deeply embodied in the corporate culture of this banking and the preferred candidate will possess an ethos that echoes with culture of the bank. The Role
Reporting directly to the CEO for Middle East and North Africa the Head of Private Banking Abu Dhabi will be responsible for crafting the over arching strategy for the group. Working hand in hand with the Banks top leadership the preferred candidate will have a deep knowledge of Private Banking in the Middle East and have a clear vision of how to deliver above market growth for the Bank over the next 3 and 5 years. The successful candidate will have the gravitas and pedigree to command the respect of Ultra High Net Worth Individuals and VVIP clients. Experience with the region’s top institutional clients will also be required. As the most senior person in the Emirate the chosen candidate will be responsible for training and developing his or her RMs and providing a strong infrastructure to promote cross selling and sales of Asset Management (mutual funds, private equity, capital-protected notes, structured products), Investment banking (bonds, sukuks, convertibles, private equity), Treasury (FX, structured products) and Deposit products.
Head of Private Banking
Leading Private Bank
The Role (continued) Candidate Qualifications
Key Strengths and Abilities
Candidates for the role of Head of Private Banking should have;
Team player with ability to build consensus in a group setting. Relevant exposure to Private Banking, Wealth Management, and
Brokerage. Strong interpersonal skills. Good presentation skills and the ability to present complex
strategies concisely and clearly to shareholders, Board members and senior management.
Good business sense, with the ability to analyze complex transactions and identify key elements and issues that are important to reach sound conclusions.
Creative approach to problem solving. Deep understanding of client needs and the ability to create
investment solutions.
Experience and Credentials Required
12+ years of prior experience in Finance, with certifications such as CFA, MBA, CPA are preferred. A minimum of 10 years experience working in a Private Banking environment.
Educational and Background Checks will be performed:
Please note all candidates will undergo a vigorous background check of vocational and educational credentials. Those candidates with unaccredited degrees need not apply. Reference checks will also be performed. This is the standard policy and procedure of Shane Phillips Consultants.
Please note applications or enquiries sent directly to the Client will not be entertained. All communication and applicants for this role must be handled by Shane Phillips Consultants. Please email your interest directly to [email protected].
Head of Private banking
Swiss Based Private Bank
Shane Phillips Consultants
Shane Phillips Consultants is a boutique executive search firm specializing in placements in the Middle East. The firm planted its roots in the 1970s in Canada where The Phillips Group was first founded. After the retirement of Carl A. Phillips the business was closed for a period of years only to be re-opened in Dubai. With two generations of Executive Search experience, Shane Phillips Consultants offers high touch bespoke service for clients looking to hire the best people. Services offered include Executive Search, Executive Assessment, Recruitment Process Outsourcing, and Training & Development. Shane Phillips Biography Shane is a leading Executive Search Consultant in the Middle East Region and is the Managing Director of Shane Phillips Consultants, a local boutique search firm. Given his passion for the employment market, Shane has his own show on Dubai Eye 103.8 every Thursdays at 8pm called “Eye On Careers”. Shane is also a monthly writer for CEO Magazine, Global Citizen Magazine and an expert in Senior Executive job placement. Shane has an MBA from London Business School, and an undergraduate degree in Psychology from the University of British Columbia. He is a Non Executive Board Member of Fortis Group Holdings and Founder of Big Brothers Big Sisters UAE. He was formerly a Board Member of the Canadian Business Council, President of the Club for Canadians and a volunteer with Special Families Support Group. To Apply for this Position; Please send your CV in word format by email to the below address or feel free to me on my mobile should you have any questions about the position. I look forward to the opportunity to make a value added contribution to your career. Shane Phillips, Managing Director Shane Phillips Consultants Email: [email protected] Mobile: +971 50 940 7537
