Wealth Management Specialist

3 weeks ago

Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full time

Wealth Management Specialist

Ref: 1388

Abu Dhabi

Our client is a distinguishedfinancial services firm known for its commitment to excellence andclientcentered approach. With a legacy of providing comprehensivewealth management solutions the client specializes in tailoredstrategies designed to optimize financial growth and security forits diverse clientele.

As a Wealth ManagementSpecialist with the client the individual will play a pivotal rolein delivering sophisticated financial solutions to esteemedclients. They will be responsible for providing expert guidance andpersonalized advice to highnetworth individuals families andinstitutions ensuring their financial objectives are met withprecision and efficiency.

KeyResponsibilities:

Client RelationshipManagement: Cultivate and maintain strongrelationships with clients by understanding their unique financialgoals preferences and risk tolerance levels. Serve as their trustedadvisor offering comprehensive wealth management solutions tailoredto their specific needs.

FinancialPlanning and Advisory: Conduct indepth financialanalysis and develop customized wealth management strategiesencompassing investment planning retirement planning estateplanning tax optimization and risk management. Continuously monitorand adjust strategies to align with evolving client goals andmarket dynamics.

PortfolioManagement: Oversee the construction monitoring andrebalancing of client investment portfolios leveraging a diverserange of asset classes investment vehicles and alternativestrategies. Implement disciplined investment strategies aimed atachieving optimal riskadjusted returns while preservingcapital.

New BusinessDevelopment: Proactively identify and pursueopportunities to expand the firms client base and assets undermanagement (AUM). Collaborate with internal stakeholders to developmarketing initiatives and participate in networking events toattract prospective clients and deepen existingrelationships.

Compliance andRegulatory Adherence: Ensure strict adherence toindustry regulations compliance standards and internal policiesgoverning wealth management activities. Uphold the highest ethicalstandards and act in the best interests of clients at alltimes.

Qualifications andExperience:

Bachelors degree inFinance Economics Business Administration or a related field.Advanced degrees (e.g. MBA CFA CFP) Required.

Relevant industry certifications/licenses (e.g. Series 7 Series 66CFP) preferred.

Minimum of 5 years ofexperience in wealth management private banking or financialadvisory roles preferably serving highnetworth clients.

Transferable Client Base and Assets Under Management(AUM) in the UAE.

Proven track record ofsuccessfully managing client relationships and deliveringcomprehensive wealth management solutions.

Strong understanding of financial markets investment products andwealth management principles.

Excellentinterpersonal skills with the ability to communicate complexfinancial concepts effectively and build rapport with clients andcolleagues.

Sound judgment analytical prowessand attention to detail.

Remuneration:

Competitive salary commensurate with experience andqualifications.

Performancebased incentives andbonuses tied to individual and firmwide goals.

Comprehensive benefits package including health insurance andprofessional development opportunities.

Join the Team:

Embark on a rewarding career journey with the client andmake a meaningful impact in the lives of clients. Join a dynamicteam of wealth management professionals dedicated to deliveringexcellence in financial services. Apply today to become a WealthManagement Specialist and be part of the commitment to financialprosperity andsuccess.


Remuneration:

Competitive salary commensurate with experience andqualifications.

Performancebased incentives andbonuses tied to individual and firmwide goals.

Comprehensive benefits package including health insurance andprofessional developmentopportunities.

Remote Work :

No

  • Wealth Management Specialist

    2 weeks ago

    Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full time

    Wealth Management Specialist Ref: 1388 Abu Dhabi Our client is a distinguished financial services firm known for its commitment to excellence and clientcentered approach. With a legacy of providing comprehensive wealth management solutions the client specializes in tailored strategies designed to optimize financial growth and security for its diverse...

  • Wealth Management Specialist

    3 weeks ago

    Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full time

    Wealth Management Specialist Ref: 1388 Abu Dhabi Our client is a distinguished financial services firm known for its commitment to excellence and clientcentered approach. With a legacy of providing comprehensive wealth management solutions the client specializes in tailored strategies designed to optimize financial growth and security for its diverse...

  • Wealth Management Specialist

    2 months ago

    abu dhabi, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Our client is a distinguished financial services firm known for its commitment to excellence and client-centered approach. With a legacy of providing comprehensive wealth management solutions, the client specializes in tailored strategies designed to optimize financial growth and security for its diverse clientele.As a Wealth Management Specialist with the...

  • Wealth Management Specialist

    4 weeks ago

    abu dhabi, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Our client is a distinguished financial services firm known for its commitment to excellence and client-centered approach. With a legacy of providing comprehensive wealth management solutions, the client specializes in tailored strategies designed to optimize financial growth and security for its diverse clientele.As a Wealth Management Specialist with the...

  • Wealth Management Specialist

    2 weeks ago

    Abu Dhabi, Abu Dhabi, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Wealth Management SpecialistRef: 1388Abu Dhabi Our client is a distinguished financial services firmknown for its commitment to excellence and clientcentered approach.With a legacy of providing comprehensive wealth managementsolutions the client specializes in tailored strategies designed tooptimize financial growth and security for its diverseclientele. As...

  • Wealth Management Specialist

    2 weeks ago

    Abu Dhabi, Abu Dhabi, United Arab Emirates Click and Connect Online Limited Full time

    Wealth Management SpecialistRef: 1388 Abu Dhabi Our client is a distinguishedfinancial services firm known for its commitment to excellence andclientcentered approach. With a legacy of providing comprehensivewealth management solutions the client specializes in tailoredstrategies designed to optimize financial growth and security forits diverse clientele. As...

  • Wealth Management Specialist

    3 weeks ago

    Abu Dhabi, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Wealth Management SpecialistRef: 1388Abu Dhabi Our client is a distinguished financial services firmknown for its commitment to excellence and clientcentered approach.With a legacy of providing comprehensive wealth managementsolutions the client specializes in tailored strategies designed tooptimize financial growth and security for its diverseclientele. As...

  • Back Office Specialist

    2 weeks ago

    Abu Dhabi, Abu Dhabi, United Arab Emirates AM Wealth Limited Full time

    Back Office SpecialistPurposeWe are looking to hire an experienced Back Office and Custody Officer to join our AM Wealth limited team. As a Back Office Specialist, you will be reporting to the Executive Officer and assisting with various back office and administrative duties. This includes settlement processing for different type of transactions, performing...

  • Back Office Specialist

    4 weeks ago

    abu dhabi, United Arab Emirates AM Wealth Limited Full time

    Back Office SpecialistPurposeWe are looking to hire an experienced Back Office and Custody Officer to join our AM Wealth limited team. As a Back Office Specialist, you will be reporting to the Executive Officer and assisting with various back office and administrative duties. This includes settlement processing for different type of transactions, performing...

  • Vice President

    2 weeks ago

    Abu Dhabi, United Arab Emirates Aldar Full time

    **JOB DESCRIPTION: JOB PURPOSE** Develop our real estate wealth management division. The role requires execution of wealth management strategies, while actively pursuing growth opportunities through partnerships with financial institutions and initiatives curated for private investors and high-net-worth (HNW) individuals. **ROLES AND RESPONSIBILITIES** -...

  • Wealth Manager

    3 weeks ago

    Abu Dhabi, United Arab Emirates deVere Group London Full time

    **Wealth Management Advisors wanted.** As the world’s leading, independent digital private investment bank and asset management organisations, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world. We advise over 100,000 clients across the globe with in excess of $12bn under advice...

  • Premier Wealth Sales Manager

    2 weeks ago

    Abu Dhabi, Abu Dhabi, United Arab Emirates HSBC Full time

    Premier Wealth Sales ManagerSome careers have more impact than others. If you're looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.Wealth and Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services...

  • Specialist- Wealth Investment Services

    1 month ago

    abu dhabi, United Arab Emirates First Gulf Bank PJSC Full time

    Now it’s your time to join the #1 bank in the Middle East and one of the most prestigious financial companies in the region. Shaking up the world of banking requires a lot of smarts and skill. We’re looking for the brightest and best to help us reach our goals and we’ll also help you reach yours. Your success is our success as you grow stronger in your...

  • Specialist- Wealth Investment Services

    4 weeks ago

    abu dhabi, United Arab Emirates First Gulf Bank PJSC Full time

    Now it’s your time to join the #1 bank in the Middle East and one of the most prestigious financial companies in the region. Shaking up the world of banking requires a lot of smarts and skill. We’re looking for the brightest and best to help us reach our goals and we’ll also help you reach yours. Your success is our success as you grow stronger in your...

  • Wealth Manager

    2 weeks ago

    Abu Dhabi, Abu Dhabi, United Arab Emirates deVere Group London Full time

    Wealth Management Advisors wanted.As the world's leading, independent digital private investment bank and asset management organisations, deVere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world.We advise over 100,000 clients across the globe with in excess of $12bn under advice and...

  • Senior Vice President

    2 months ago

    Abu Dhabi, United Arab Emirates ALDAR Full time

    ROLES AND RESPONSIBILITIES• Wealth Management Strategy Development and Execution -Develop and execute wealth management strategies that align with the overall objectives of the sales department, ensuring they are designed to meet wealth clientele needs.• Client Relationship Management -Cultivate and maintain strong relationships with high-net-worth...

  • Senior Vice President

    1 month ago

    abu dhabi, United Arab Emirates ALDAR Full time

    Senior Vice President - Wealth Management Senior Vice President - Wealth Management ROLES AND RESPONSIBILITIES• Wealth Management Strategy Development and Execution -Develop and execute wealth management strategies that align with the overall objectives of the sales department, ensuring they are designed to meet wealth clientele needs.• Client...

  • Senior Vice President

    4 weeks ago

    abu dhabi, United Arab Emirates ALDAR Full time

    Senior Vice President - Wealth Management Senior Vice President - Wealth Management ROLES AND RESPONSIBILITIES• Wealth Management Strategy Development and Execution -Develop and execute wealth management strategies that align with the overall objectives of the sales department, ensuring they are designed to meet wealth clientele needs.• Client...

  • Premier Wealth Sales Manager

    1 month ago

    abu dhabi, United Arab Emirates HSBC Full time

    Premier Wealth Sales ManagerSome careers have more impact than others. If you’re looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.Wealth and Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management...

  • Wealth Relationship Manager

    2 weeks ago

    Abu Dhabi, Abu Dhabi, United Arab Emirates Hauberk Capital Full time

    Responsible for identifying and developing client relationships within the HNWI market. Deep knowledge about ultrahighnetworth clients with a proven track record of developing and growing client relationships. Effective internal and external networking to generate and develop new leads. Attend networking and industry events in the pursuit of new business...