Wealth Manager

5 days ago


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

Job Title: Wealth Manager

Location: Dubai, UAE

About Our Client:

Our client is an innovative wealth management firm based in Dubai, offering a comprehensive 360-degree range of services and products to their esteemed clients. Their mission is to provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial well-being and growth.

Job Description:

Role Overview:

Our client is seeking a Wealth Manager to join their dynamic team. The successful candidate will be responsible for developing and managing a portfolio of high-net-worth clients by providing tailored financial advice and investment strategies. This role requires excellent relationship management skills, a deep understanding of financial markets, and a commitment to delivering exceptional client service.

Key Responsibilities:

- Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals, risk tolerance, and investment preferences.

- Financial Planning: Develop comprehensive financial plans tailored to each clients needs, including retirement planning, tax optimization, estate planning, and more.

- Investment Strategy: Create and implement personalized investment strategies, utilizing a wide range of financial products and services offered by the company.

- Portfolio Management: Monitor and manage client portfolios, making adjustments as needed to align with market conditions and client objectives.

- Market Analysis: Stay updated with global financial markets, economic trends, and investment opportunities to provide informed advice.

- Client Education: Educate clients on various financial products, market trends, and investment strategies to empower them to make informed decisions.

- Compliance: Ensure all advisory activities comply with regulatory standards and company policies.

- Collaboration: Work closely with internal teams, including research, compliance, and operations, to deliver comprehensive wealth management solutions.

Qualifications:

- Education: Bachelors degree in Finance, Economics, Business Administration, or a related field. A Masters degree or professional certifications (e.g., CFA, CFP) is a plus.

- Experience: Minimum of 5-7 years of experience in wealth management and financial advisory in the UAE, with a transferable client portfolio and AUM is required.

- Skills:

- Strong analytical and quantitative skills.

- Excellent communication and interpersonal skills.

- Proven ability to build and maintain relationships with high-net-worth clients.

- Proficiency in using financial planning and portfolio management tools.

- Ability to work independently and as part of a team.

- Knowledge: In-depth understanding of financial markets, investment products, and regulatory requirements in the UAE.

- Language: Fluency in English is required; knowledge of Arabic is an advantage.

What Our Client Offers:

- Competitive package with attractive commission package.

- Comprehensive health and wellness benefits.

- Opportunities for professional growth and development.

- A collaborative and innovative work environment.

- Access to cutting-edge digital tools and platforms.

How to Apply

Interested candidates are invited to apply with their resume and a cover letter detailing their qualifications and experience.


- Competitive package with attractive commission package.

- Comprehensive health and wellness benefits.

- Opportunities for professional growth and development.

- A collaborative and innovative work environment.

- Access to cutting-edge digital tools and platforms.


  • Product Manager

    5 days ago


    Abu Dhabi, United Arab Emirates Hoxton Wealth Full time

    Product Manager Hoxton App The Role Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in...

  • Office Manager

    5 days ago


    Abu Dhabi, United Arab Emirates Hoxton Wealth Full time

    Position: Office Manager Company Overview: Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in...


  • Abu Dhabi, United Arab Emirates Hoxton Wealth Full time

    About Us: Hoxton Wealth, established in 2018, is a leading financial services firm managing approximately £2.3 billion in assets under management (AUM). We are on a growth trajectory, aiming to reach £5 billion by 2027. Our operations span multiple jurisdictions, including the UK, UAE, EU, South Africa, Australia, and the USA. Role Overview: As Global...


  • Abu Dhabi, United Arab Emirates Hoxton Wealth Full time

    The Role: Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in tax-efficient strategies to deliver...

  • Wealth Manager

    5 days ago


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

    Empower Your Career as a Wealth Manager at Wimbledon Wealth! Are you a talented financial professional with a passion for empowering women in business? Join Wimbledon Wealth, where we are committed to fostering an inclusive environment and supporting women in their financial journeys. About Us: Wimbledon Wealth, led by our visionary CEO and Founder Sophia,...


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

    Join Our Team as a Wealth Manager at Wimbledon Wealth! Are you a financial expert with a passion for helping clients grow and manage their wealth? Wimbledon Wealth is on the hunt for a dynamic and driven Wealth Manager to join our esteemed team. About Us: Wimbledon Wealth is a leading financial advisory firm dedicated to providing exceptional wealth...

  • Private Wealth Manager

    4 months ago


    Abu Dhabi, United Arab Emirates Independent Resourcing Consultancy Full time

    **Private Wealth Manager**: - Job Reference: QWRX5W6W - Date Posted: 12 August 2024 - Recruiter: Independent Resourcing Consultancy - Location: Abu Dhabi - Salary: AED12,000 to AED30,000 Per Month - Bonus/Benefits: + Commission - Sector: Wealth Management - Job Type: Permanent - Contact: Maria Inglis Our client is a distinguished financial services firm...

  • Wealth Manager

    5 days ago


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

    Wealth Manager - Dubai This firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive offshore...

  • Wealth Manager

    5 days ago


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

    Wealth Manager - Dubai This firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive offshore...


  • 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 Private Wealth Manager with the...


  • Abu Dhabi, United Arab Emirates Click and Connect Online Limited 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 Private Wealth Manager with the...


  • Abu Dhabi, United Arab Emirates Hoxton Wealth Full time

    Why Your Success Matters At Hoxton Wealth, your success is vital. Why? Because your achievements will shape the strength of Chris's personal brand, which directly influences the companys growth, talent acquisition, and client engagement. A strong personal brand creates trust, attracts top talent, and opens doors to new opportunities. As the architect of this...

  • Vice President

    6 months 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

    6 months 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...


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

    Job DescriptionOur esteemed client, a leading financial services firm, seeks a seasoned Wealth Management Specialist to join their team. As a trusted advisor, you will be responsible for delivering bespoke financial solutions to high-net-worth individuals, families, and institutions.Key Responsibilities:Cultivate and maintain strong relationships with...


  • Abu Dhabi, United Arab Emirates Hoxton Wealth Full time

    Position: Partnered Paraplanner Company Overview: Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise...

  • Wealth Manager

    5 days ago


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

    Experienced Wealth Manager Dubai An opportunity is available for a talented Experienced Wealth Manager to join a top company in the industry in Dubai. This is an ideal chance for individuals passionate about career growth and open to relocating to a vibrant city. The firm prides itself on being sustainable, rewarding, and award-winning, with a strong...


  • Abu Dhabi, United Arab Emirates Abu Dhabi Islamic Bank Full time

    Head of Products - Wealth Management **Role : Head of Products - Wealth Management** **Location : Abu Dhabi** **Role Purpose**: Lead the wealth management product team in delivering best in class wealth products & solutions to ADIB customers across all client segments. The role will be responsible for delivery of WM budgeted revenues (AED 185 mil for...


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

    Job Title: Wealth Management Administrative Assistant Location: Dubai Our client is a leading investment management firm renowned for developing lasting partnerships with clients. Specializing in wealth management and financial services, they provide tailored solutions that cover every aspect of financial life. From private wealth management to corporate...


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

    Job Title: Wealth Management Administrative Assistant Location: Abu Dhabi Our client is a leading investment management firm that prides itself on developing lasting partnerships with their clients. Specialising in wealth management and financial services, they provide tailored solutions covering every aspect of financial life. Their services range from...