Wealth Manager

2 weeks ago


Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

Position: WealthManager

Location:Dubai UAE

Employment Type: FullTime

About theRole:

My client a premierfinancial services firm is seeking an experienced and highlymotivated Wealth Manager to join their dynamic team in Dubai. Thisrole is pivotal in providing tailored financial advice and wealthmanagement solutions to highnetworth individuals and families. Theideal candidate will have a proven track record in wealthmanagement exceptional client relationship skills and a deepunderstanding of the financial markets.

KeyResponsibilities:

Develop andmanage a portfolio of highnetworth clients providing personalizedfinancial strategies and investment advice.

Conduct comprehensive financial planning including investmentmanagement retirement planning estate planning and taxoptimization.

Analyze clients financialsituations risk tolerance and investment goals to create tailoredwealth management plans.

Monitor and reviewclients investment portfolios making adjustments as necessary toensure alignment with their financial objectives.

Stay updated with market trends economic conditions andregulatory changes to provide informed advice to clients.

Collaborate with internal teams including investmentanalysts and financial planners to deliver integrated financialsolutions.

Maintain strict confidentiality andadhere to all regulatory and compliance requirements.

Qualifications:

Bachelors degree in Finance Economics BusinessAdministration or a related field (Masters degree or relevantcertifications)

Minimum of 5 years ofexperience in wealth management or a related financial advisoryrole.

Proven track record of managing andgrowing a portfolio of highnetworth clients.

Strong knowledge of financial products investment strategies andmarket dynamics.

Excellent communicationnegotiation and interpersonal skills.

Abilityto build and maintain longterm client relationships based on trustand integrity.

Proficiency in financialplanning software and tools.

A transferablebook of clients with over $5 million in Assets Under Management(AUM) is required.

Skills andCompetencies:

Strategic thinkingand analytical skills.

High level ofprofessionalism and ethical standards.

Clientfocused with a commitment to delivering exceptionalservice.

Strong organizational and timemanagement skills.

Ability to workindependently and as part of a team.

Benefits:

Competitive salary and performancebased incentives.

Comprehensive health and wellness benefits.

Opportunities for professional development and careeradvancement.

Supportive and collaborative workenvironment.

ApplicationProcess:

Interested candidatesare encouraged to apply with their resume and a cover letterdetailing their relevant experience and why they are a good fit forthis role.

Attractive PackageSalary Commission

Transferable Book Over 5Million AUM Required

Remote Work :

No


  • Wealth Manager

    2 weeks ago


    Dubai, Dubai, 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...

  • Wealth Manager

    2 weeks ago


    Dubai, Dubai, United Arab Emirates GATESOURCE HR LTD Full time

    The job posting is outdated and position may be filledJob Alert You will be updated with latest job alerts via emailValid email field requiredSend jobsJob Alert You will be updated with latest job alerts via emailValid email field requiredSend jobsWe are actively seeking experienced Wealth Managers and Financial Planning professionals for specialist Wealth...

  • Wealth Manager

    2 weeks ago


    Dubai, Dubai, United Arab Emirates GATESOURCE HR LTD Full time

    The job posting is outdated and position may be filled Job Alert You will be updated with latest job alerts via email Valid email field required Send jobs Job Alert You will be updated with latest job alerts via email Valid email field required Send jobs We are actively seeking experienced Wealth Managers and Financial Planning professionals for...

  • Wealth Manager

    2 weeks ago


    Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Position: Wealth ManagerLocation: Dubai, UAE Employment Type: Full-Time About the Role:My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Dubai. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and...

  • Wealth Manager

    2 weeks ago


    Dubai, Dubai, United Arab Emirates Harries Group Full time

    The RoleRequirements: Bachelor's degree in Finance, Business, Economics, or related field; Master's degree or professional certification (e.g., CFA, CFP) is a plus. Proven track record of success in wealth management, with a strong portfolio of highnetworth clients and demonstrated ability to generate and retain business. Indepth knowledge of investment...

  • Wealth Manager

    2 months ago


    Dubai, Dubai, United Arab Emirates Charterhouse UAE Full time

    ​Charterhouse is working with an innovative and independent boutique Asset Management firm, based in the DIFC. This firm specialises in managing their clients' funds in both public and private markets, and their fully independent structure allows them to offer bespoke, tailor-made solutions to their clients across multiple jurisdictions. Our client is...

  • Wealth Manager

    2 weeks ago


    Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Position: Wealth Manager Location: Dubai, UAE Employment Type: Full-Time About the Role: My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Dubai. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals...

  • Wealth Manager

    2 weeks ago


    Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Position: Wealth Manager Location: Dubai UAE Employment Type: FullTime About the Role: My client a premier financial services firm is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Dubai. This role is pivotal in providing tailored financial advice and wealth management solutions to highnetworth individuals and...


  • Dubai, Dubai, United Arab Emirates Charterhouse UAE Full time

    Charterhouse is working with an industry-leading financial institution that specialises in investment management, as well as bespoke wealth and asset advisory. Our client is part of a larger group in the region, and they are looking to hire a Head of Wealth Management, who would be in charge of leading a team of wealth managers and expanding the business as...


  • Dubai, Dubai, United Arab Emirates Charterhouse Full time

    Head of Wealth Management Position Charterhouse collaborates with a top-notch financial institution specializing in investment management and custom wealth and asset advisory services. The company is an integral part of a prominent regional group and is keen on recruiting a Head of Wealth Management to oversee a team of wealth managers and drive business...

  • Wealth Manager

    2 weeks ago


    Dubai, Dubai, United Arab Emirates deVere Group London Full time

    We are expanding our European footprint and seeking self-motivated, entrepreneurial thinking Wealth Managers to join our team.If you are an experienced Financial Advisor seeking to maximise your income and skillset whilst ensuring you have a global support and training platform; together with industry-leading products and services, then we want to speak with...


  • Dubai, Dubai, United Arab Emirates HSBC Full time

    Premier Wealth Sales Manager - Abu DhabiPremier Wealth Sales Manager Some 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...


  • Dubai, Dubai, United Arab Emirates HSBC Full time

    Premier Wealth Sales Manager - Abu DhabiPremier Wealth Sales Manager Some 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...


  • Dubai, Dubai, United Arab Emirates HSBC Full time

    Premier Wealth Sales Manager - Abu DhabiPremier Wealth Sales Manager Some 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...


  • Dubai, Dubai, United Arab Emirates HSBC Full time

    Premier Wealth Sales Manager - Abu Dhabi HSBCDubai, United Arab EmiratesPosted 1 day agoPermanentCompetitivePremier 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...


  • Dubai, Dubai, United Arab Emirates Mayfair Partners Full time

    Wealth Management Associate (Russian Speaking preferred)Wealth Management Associate (Russian Speaking preferred) Mayfair PartnersDubai, United Arab EmiratesPosted 2 days agoIn-Office JobPermanent20,000 Mayfair Partners has been exclusively mandated to support an independent regulated financial services provider based in Dubai International Financial Center...


  • Dubai, Dubai, United Arab Emirates Mayfair Partners Full time

    M- Posted by Mughees Ahmed Recruiter Wealth Management AssociateMayfair Partners has been exclusively mandated to support an independent regulated financial services provider based in Dubai International Financial Center (DIFC), they specialize in offering bespoke solutions to its clients. As an international wealth manager, they primarily work with ultra...

  • Wealth Manager

    2 weeks ago


    Dubai, Dubai, United Arab Emirates deVere Group London Full time

    We are expanding our European footprint and seeking self-motivated, entrepreneurial thinking Wealth Managers to join our team.If you are an experienced Financial Advisor seeking to maximise your income and skillset whilst ensuring you have a global support and training platform; together with industry-leading products and services, then we want to speak with...


  • Dubai, Dubai, United Arab Emirates CharterHouse Full time

    Job description:Charterhouse is working with an industry-leading financial institution that specialises in private banking, investment management, as well as wealth and asset advisory. Our client is part of a global group that has offices in some of the largest financial centres in the world, and they are looking to hire a proven, entrepreneurial...


  • Dubai, Dubai, United Arab Emirates Skybound Wealth Management Full time

    This specific position will focus on supporting our UAE Team. The business for this area heavily focuses on investment planning for individuals who live outside of areas where we have regulated offices.Key Duties: Maintaining and chasing the New Business Pipeline to ensure swift activation of policies this involves chasing Providers, Clients and Advisers...