Head of Private Banking Abu Dhabi Candidate Brief


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Head of Private Banking Abu Dhabi Candidate Brief

  1. 1. Career OpportunityHead of Private Banking Abu Dhabi For A Leading Private Bank Confidential Search
  2. 2. Shane Phillips ConsultantsHead of private Banking Abu DhabiLeading Private BankDear Private Banking Candidate;The most important thing in your life is your family. The second most important thingin your life is your career. That is why it is paramount that your career is managed byqualified professionals. This opportunity is being presented to you by Shane PhillipsConsultants. A family business which has been in Executive Search for two generationsdating back to the 1970s when it was first called “The Phillips Group”. Over time wehave developed a deep understanding of what are the key ingredients of a successfulexecutive search company, one such ingredient is discretion.You have my personal guarantee that your identity and personal details will be kept inconfidence throughout the initial stages of this selection process. Discretion is thecorner stone of our business and your anonymity will be protected as you explore thiscareer opportunity.This assignment is personally being handled by myself, Shane Phillips, and if you do notknow me or have never heard of me please see my personal biography at the end of thisdocument 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 5Thank you for taking the time to review this career prospect. I look forward to theopportunity of making a contribution to your success in the near future. Should youhave any questions please contact me directly at +971 50 940 7537 or email me atshane@shanephillips.net as I will be delighted to take your call.Sincerely,Shane PhillipsManaging Director
  3. 3. Head of Private Banking Leading Private BankThe OpportunityThis Private Bank has offices throughout Europe, Asia and the MiddleEast. The bank’s main focus is to provide wealth management servicesto private clients, wealthy families and institutional investors in thekey geographies in which they operate. The bank is well capitalizedand enjoys a muscular backing from its key stakeholders. This PrivateBank is seen as one of the most stable institutions in its class with astrong growth trajectory on its horizon.Currently the institution is looking for a Head of Private Banking for itsAbu Dhabi business; one of the most lucrative geographies and themost profitable location throughout the financial crisis. Alreadypossessing an impressive network of top echelon clients the Bankrequires a seasoned and sophisticated Head of Private Banking tomanaging their expansion strategy in the Emirate of Abu Dhabi.The tradition of fine Swiss Private Banking is deeply embodied in thecorporate culture of this banking and the preferred candidate willpossess an ethos that echoes with culture of the bank.The RoleReporting directly to the CEO for Middle East and North Africa theHead of Private Banking Abu Dhabi will be responsible for crafting theover arching strategy for the group. Working hand in hand with theBanks top leadership the preferred candidate will have a deepknowledge of Private Banking in the Middle East and have a clearvision of how to deliver above market growth for the Bank over thenext 3 and 5 years.The successful candidate will have the gravitas and pedigree tocommand the respect of Ultra High Net Worth Individuals and VVIPclients. Experience with the region’s top institutional clients will alsobe required. As the most senior person in the Emirate the chosencandidate will be responsible for training and developing his or herRMs and providing a strong infrastructure to promote cross selling andsales of Asset Management (mutual funds, private equity, capital-protected notes, structured products), Investment banking (bonds,sukuks, convertibles, private equity), Treasury (FX, structuredproducts) and Deposit products.
  4. 4. Head of Private Banking Leading Private BankThe 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 Shane@shanephillips.net.
  5. 5. Head of Private banking Swiss Based Private BankShane Phillips ConsultantsShane Phillips Consultants is a boutique executive search firmspecializing in placements in the Middle East. The firm planted itsroots in the 1970s in Canada where The Phillips Group was firstfounded. After the retirement of Carl A. Phillips the business wasclosed for a period of years only to be re-opened in Dubai. With twogenerations of Executive Search experience, Shane Phillips Consultantsoffers high touch bespoke service for clients looking to hire the bestpeople. Services offered include Executive Search, ExecutiveAssessment, Recruitment Process Outsourcing, and Training &Development.Shane Phillips BiographyShane is a leading Executive Search Consultant in the Middle EastRegion and is the Managing Director of Shane Phillips Consultants, alocal boutique search firm. Given his passion for the employmentmarket, Shane has his own show on Dubai Eye 103.8 every Thursdaysat 8pm called “Eye On Careers”. Shane is also a monthly writer for CEOMagazine, Global Citizen Magazine and an expert in Senior Executivejob placement.Shane has an MBA from London Business School, and anundergraduate degree in Psychology from the University of BritishColumbia. He is a Non Executive Board Member of Fortis GroupHoldings and Founder of Big Brothers Big Sisters UAE. He wasformerly a Board Member of the Canadian Business Council, Presidentof the Club for Canadians and a volunteer with Special FamiliesSupport Group.To Apply for this Position;Please send your CV in word format by email to the below address orfeel free to me on my mobile should you have any questions about theposition.I look forward to the opportunity to make a value added contributionto your career.Shane Phillips, Managing DirectorShane Phillips ConsultantsEmail: Shane@shanephillips.netMobile: +971 50 940 7537